SARASOTA, FL – The Otto Group introduced the promotion of Michael C. Wooden to Portfolio Analyst. On this position, Wooden assists the agency’s monetary advisors within the composition and upkeep of funding portfolios.
Wooden’s obligations contain elementary portfolio evaluation, together with the understanding and software of historic traits and monetary metrics, together with the regulatory and authorized elements of funding portfolio administration. Utilizing analytical abilities mixed with market intelligence, Wooden is instrumental in constructing quantitative fashions designed to allocate every shopper’s custom-made portfolio.
“We’re delighted to advertise Michael to this position. He makes significant contributions to our funding choices and danger administration as we ship funding and monetary planning recommendation to our purchasers,” mentioned Managing Director and Associate, Matt Otto. “Michael’s insights information our advisory group as they assist our purchasers obtain monetary wellness. His dedication to the shopper expertise delivered by The Otto Group deserves recognition.”
A 2021 graduate of the College of South Florida, Wooden has a Bachelor of Science in Finance, with a focus in Asset Administration. Throughout his closing semester at USF, he earned his Bloomberg Market Ideas Certificates of Completion. Wooden is Collection 7 licensed and has accomplished the Degree I examination of the CFA Program and is pursuing the CFA constitution.
The Otto Group is a wealth administration agency that gives holistic and superior planning options to a choose group of households, people, and enterprise house owners. Go to theottogroupathightower.com for extra info.
About The Otto Group
The Otto Group is a wealth administration advisory agency based by Matthew J. Otto. With places in Sarasota, Florida and Vail, Colorado, the agency offers holistic wealth administration options to prosperous people, households, and enterprise house owners. The group prides itself on its wealth administration method that blends funding consulting, superior planning, and relationship administration, guiding purchasers towards their sense of economic wellness. All members of The Otto Group are fiduciaries, inserting the pursuits of their purchasers first. The Otto Group is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Study extra about The Otto Group by visiting theottogroupathightower.com.
Hightower is a wealth administration agency that gives funding, monetary and retirement planning companies to people, foundations and household workplaces, in addition to 401(okay) consulting and money administration companies to firms. Hightower’s capital options, operational help companies, measurement and scale empower its vibrant group of independent-minded wealth advisors to develop their companies and assist their purchasers obtain their imaginative and prescient of “well-th. rebalanced.” Based mostly in Chicago with advisors throughout the U.S., the agency operates as a registered funding advisor (RIA). Study extra about Hightower’s collaborative enterprise mannequin at hightoweradvisors.com.
Securities supplied via Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered funding advisor.