Jeff Otto
Head-Equity Investments chez Financial Counselors, Inc.
Profil
Mr. Jeffrey B.
Otto, CFA, is a Senior Vice President, Portfolio Manager & Co-Chief Investment Officer of Select Growth at Financial Counselors, Inc. He is responsible for capital market research, a member of the Select Growth Investment Committee and member of the Asset Allocation Committee.
He joined FCI in 2015 with over 10 years of experience in the investment industry.
Prior to joining FCI, he worked as an investment analyst at different levels and later as a portfolio manager for American Century Investments, co-managing both small-cap growth and small/mid-cap growth equity strategies.
He received his undergraduate degree from the University of Missouri.
Postes actifs de Jeff Otto
| Sociétés | Poste | Début |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Head-Equity Investments | 01/05/2015 |
Anciens postes connus de Jeff Otto
| Sociétés | Poste | Fin |
|---|---|---|
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Formation de Jeff Otto
| University of Missouri | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |