SARASOTA, FL – The Otto Group announced the promotion of Michael C. Wood to Portfolio Analyst. In this role, Wood assists the firm’s financial advisors in the composition and maintenance of investment portfolios.
Wood’s responsibilities involve fundamental portfolio analysis, including the understanding and application of historical trends and financial metrics, along with the regulatory and legal aspects of investment portfolio management. Using analytical skills combined with market intelligence, Wood is instrumental in building quantitative models designed to allocate each client’s customized portfolio.
“We are delighted to promote Michael to this role. He makes meaningful contributions to our investment decisions and risk management as we deliver investment and financial planning advice to our clients,” said Managing Director and Partner, Matt Otto. “Michael’s insights guide our advisory team as they help our clients achieve financial wellness. His dedication to the client experience delivered by The Otto Group deserves recognition.”
A 2021 graduate of the University of South Florida, Wood has a Bachelor of Science in Finance, with a concentration in Asset Management. During his final semester at USF, he earned his Bloomberg Market Concepts Certificate of Completion. Wood is Series 7 licensed and has completed the Level I exam of the CFA Program and is pursuing the CFA charter.
The Otto Group is a wealth management firm that provides holistic and advanced planning solutions to a select group of families, individuals, and business owners. Visit theottogroupathightower.com for more information.
About The Otto Group
The Otto Group is a wealth management advisory firm founded by Matthew J. Otto. With locations in Sarasota, Florida and Vail, Colorado, the firm provides holistic wealth management solutions to affluent individuals, families, and business owners. The team prides itself on its wealth management formula that blends investment consulting, advanced planning, and relationship management, guiding clients toward their sense of financial wellness. All members of The Otto Group are fiduciaries, placing the interests of their clients first. The Otto Group is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Learn more about The Otto Group by visiting theottogroupathightower.com.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at hightoweradvisors.com.
Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.