Michael Wood joined The Otto Group in March 2021 as an Investment Operations Analyst who supports our team in multiple ways.
A new position to The Otto Group, Michael partners with our Director of Operations, Andrew Turley, and advisors in both review and monitoring of assets within our client portfolios. Working alongside Matt Otto and Alex Gault, Michael aids in implementing client portfolio solutions using various research and technology tools, in addition to daily collaboration with professional colleagues at Hightower, Fidelity, Schwab, and many Wall Street firms.
Among other responsibilities, Michael executes trades, structured note and alternative investment purchases, and is responsible for reporting maturing assets, cash balances, cash flow summaries, credit facilities, and portfolio reconciliation. Michael also works to prepare and distribute The Otto Group’s quarterly and annual performance reports for client portfolios.
Michael is a May 2021 graduate of the University of South Florida with a Bachelor of Science in Finance, with a concentration in Asset Management. During Michael’s final semester at USF, he earned his Bloomberg Market Concepts Certificate of Completion.
Michael is a life-long resident of Cortez Village, Florida. For 25 years his father has operated a commercial fishing fleet, which Michael has always been in support of the family business. Michael is a graduate of Manatee High School, where he was a member of the JV and Varsity baseball teams as well as serving as captain of the golf team. Michael is a quick learner and savors the finance industry. In his spare time, you may find Michael on the golf course, or captaining one of the family boats from the Cortez docks.