William Kineo Gorman

Employer firm

Obermeyer Wealth Partners CRD 110069

$3.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 05/2017
  Brunswick School
  Greenwich, CT
• 05/2017 → 08/2017
  Cold Play Cryotherapy
  Greenwich, CT
• 08/2017 → 05/2021
  Wake Forest University
  Winston Salem, NC
• 06/2021 → 11/2021
  Revel With Dinnerthyme
  Stamford, CT
• 12/2021 → 05/2022
  Delinea
  Washington, DC
• 05/2022 → 06/2022
  Bar Chinois
  Washington, DC
• 06/2022 → 08/2022
  Revel With Dinnerthyme
  Stamford, CT
• 08/2022 → 06/2025
  Dss+
  Houston, TX
• 06/2025 → Present
  Obermeyer Wealth Partners
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-08