Michael Wood, CFA

PORTFOLIO MANAGER

Michael C. Wood, CFA, is a Portfolio Manager at The Otto Group, where he contributes to the development and implementation of investment strategies tailored to client objectives. He focuses on analyzing financial markets, evaluating risk, and constructing portfolios through both fundamental and technical analysis. His work incorporates historical trends, financial metrics, and regulatory considerations to support informed investment decisions.

Michael responsibilities include building and refining quantitative models that guide asset allocation. His analytical approach and understanding of market dynamics are integral to our practice's investment process.

An integral member of our client relationship team, Michael works closely with Advisors and clients to communicate portfolio performance and investment strategies. His role aligns with The Otto Group’s commitment to supporting clients in their financial planning.

Michael earned a Bachelor of Science in Finance with a concentration in Asset Management from the University of South Florida in May 2021. During his final semester, he completed the Bloomberg Market Concepts certification.

Michael is a CFA Charterholder. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. As a CFA Charterholder, Michael is held to a standard of loyalty, prudence, and care in all our interactions with our clients and must act for the benefit of our clients and place our clients’ interests above our own. He is bound to comply with any legally required fiduciary duty.

Michael lives in Bradenton and was raised in Cortez Village, Florida, where his family has operated a commercial fishing fleet for over 25 years. A graduate of Manatee High School, he participated in varsity baseball and served as captain of the golf team.

Outside of work, Michael enjoys golfing, playing softball with a local team, and boating from the Cortez docks.