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Meet the Team

Matt Otto, AIF®, CFP®

Managing Director, Partner

Matt Otto's career as a Financial Advisor began over 25 years ago at the wire house level later to join Hightower Advisors as a Partner and Managing Director. Hightower has access to the breadth of available Wall Street offerings but has no proprietary products itself. That is important to Matt, who is a true fiduciary, legally-bound to act in clients’ best interest and who strives to provide optimal solutions cost-effectively. Matt primarily focuses on comprehensive asset management as well as estate strategies for high net worth, accredited investors. Matt possesses vast experience in options trading, equity derivatives, both fixed income and equity hedging strategies, managed money, structured solutions, and alternative investments. Matt’s niche experience in the alternative investment space allows his clients to participate in more institutional type investment models that perform differently than traditional retail asset allocations.

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Alex Gault, AIF®

Private Wealth Advisor

Alex Gault, AIF® is a Private Wealth Advisor at The Otto Group. Alex’s experience in both the mortgage and alternative investment industries allows him to bring his insight and perspectives to our team. As an Accredited Investment Fiduciary (AIF®), Alex demonstrates his commitment to a strict set of ethical and legal standards that goes along with managing and implementing Investment and Advanced Planning strategies for clients.

While Alex has multiple roles within The Otto Group, he most enjoys getting to know our clients, investment portfolio management and optimization, and delivering personalized Advanced Planning solutions for clients moving through various life cycles and market conditions. The combination of these three processes is the foundation of our mission and the optimal outcome for our clients: Financial Wellness. With a keen focus on risk management and the implementation of Alternative Investment solutions, Alex helps clients enhance their legacies and preserve their values.

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Director of Client Relations

Director of Operations

Investment Operations Analyst

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