Andrew Turley

DIRECTOR OF OPERATIONS

As Director of Operations, Andrew Turley oversees operations management and service execution at The Otto Group, supporting the operational foundation that enables thoughtful, coordinated client relationships.

Andrew’s role focuses on ensuring that planning and investment decisions are supported by consistent execution, clear processes, and strong custodial and regulatory oversight. His responsibilities include:

• Operational infrastructure and client servicing
  Overseeing the operational foundation of the practice, supporting consistent client service through account administration, compliance coordination, and integrated operational workflows

• Custodial liaison and operational compliance
  Managing custodial relationships, money movement, onboarding of new client relationships, and estate‑settlement processes, among other responsibilities, while supporting adherence to SEC and FINRA regulatory requirements

• Coordinated systems and operational execution
  Leveraging firmwide resources and established custodial and technology relationships to develop operational practices that support responsiveness and a cohesive client experience as needs evolve

Drawing on a broad network of custodial and technology partners, Andrew develops operational best practices that support the team’s ability to meet client service expectations with consistency and care. His attention to detail and process discipline contribute meaningfully to the stability and effectiveness of the practice.

Andrew joined The Otto Group in April 2020 from an independent boutique advisory practice, where he held an operational leadership role. Earlier in his career, he served as a private banker with JPMorgan Chase and worked as a consultant within the healthcare industry. His experience and skill set complement the practice’s fiduciary responsibility and commitment to supporting Financial Wellness through clarity, coordination, and long‑term alignment.