Al Otto Email & Phone Number
Principal Partner @ The Simplicity Group Inc.
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Al Otto Location
- Chapel Hill, NC, US
Al Otto Work
- 2025 -now Principal Partner @
- 2023 -now Chief Executive Officer @ PlanScope360
- 2019 -now National Director - Plan Governance Solutions @
- 2019 -now National Director - Plan Governance Solutions @
- 2020 -now Board Certified Fiduciary, Founding Board Member @
- 2020 -now Board Certified Fiduciary, Founding Board Member @
- 2016 -2018 Consultant to the Firm @
- 2016 -2018 Consultant to the Firm @
- 2010 -2016 Principal @
- 2008 -2010 CEO, Founder and Independent Fiduciary @
- 2008 -2010 CEO, Founder and Independent Fiduciary @
- 2001 -2008 Co-Founder, Executive Vice President @ White Horse Advisors, LLC
- 2001 -2008 Co-Founder, Executive Vice President @ White Horse Advisors, LLC
Al Otto Education
- Virginia Tech
BSME (Mechanical Engineering)
1976-1979 - Virginia Tech
Bachelor of Science - BS (Mechanical Engineering)
1976-1979 - Georgia Institute of Technology
Mechanical Engineering (Mechanical Engineering)
- Virginia Tech
Bachelor of Science (BS) (Mechanical Engineering)
Al Otto Skills
- Retirement Planning
- Pensions
- Strategic Financial Planning
- Mutual Funds
- 401k
- Investment Advisory
- Investment Management
- Financial Advisory
- Leadership
- Portfolio Management
- ERISA
- Wealth Management
- Private Equity
- Due Diligence
- Finance
- Executive Management
- Retirement Plan Consulting
- Business Development
- Asset Allocation
- Financial Services
- Fiduciary Services
- Marketing
- Business Strategy
- Deferred Compensation
- Investments
- Alternative Investments
- Wealth Management Services
- Equities
- Wealth
- Hedge Funds
- Investment Strategies
- Defined Benefit
- Financial Analysis
- Financial Risk
- Fiduciary
- Fixed Income
- Communication
- Entrepreneurship
- Management
- Retirement Plans
- Strategy
- Public Speaking
- Consulting
- Wealth Accumulation
- Business Ethics
- Cross-cultural Communication Skills
- Sales
- Nonprofit Organizations
- Interpersonal Skills
- Writing
- Project Management
- Research
- Retirement Plan
- Keys
- Governance
- Strategic Financial
- Customer Service
Al Otto Summary
- Al Otto, based in Chapel Hill, NC, US, is currently a Principal Partner at The Simplicity Group Inc.. Al Otto brings experience from previous roles at PlanScope360, Verity Asset Management and The Center for Board Certified Fiduciaries (CBCF). Al Otto holds a 1976 - 1979 BSME in Mechanical Engineering @ Virginia Tech. With a robust skill set that includes Retirement Planning, Pensions, Strategic Financial Planning, Mutual Funds, 401k and more. Al Otto has 3 emails and 2 mobile phone numbers on RocketReach.
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Al Otto
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Chapel Hill, NC, US
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