Michael Wood, CFA

PORTFOLIO MANAGER

Michael C. Wood, CFA, is a Portfolio Manager at The Otto Group, where he helps develop and implement investment strategies tailored to client needs and long-term objectives. His work focuses on financial market analysis, portfolio construction, risk management, and individual security research, drawing on fundamental research, quantitative tools, and market insights to support disciplined investment decision-making.

Michael plays a key role in the team’s investment research and asset allocation process, including the development of quantitative models that help guide portfolio positioning. He works across diversified, multi-asset portfolios, including fixed income, equities, structured products, and private investments across credit, equity, and real estate. Michael’s analytical approach and understanding of market dynamics contribute to the practice’s investment process and portfolio management capabilities.

Michael earned his Bachelor of Science in Finance with a concentration in Asset Management from the University of South Florida. He began his career with The Otto Group in March 2021 and earned the CFA^® charter in May 2025.

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 Chartered Financial Analyst^®, 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.

Born and raised in Cortez Village, Florida, Michael naturally enjoys boating and fishing. He and his wife, Maddy, now live in Bradenton, Florida, and enjoy traveling together as well as spending time with family and friends.

The Value of Credentialed Guidance

Working with credentialed financial advisors reflects a commitment to fiduciary responsibility, continuing education, and disciplined judgment. For individuals and families navigating complex financial lives, professional designations can add meaningful depth to how investment strategies are evaluated, planning considerations are sequenced, and long-term decisions are approached.

Our team includes advisors with designations such as CFP®, AIF®, CEPA®, and CFA, reflecting broad perspective across financial planning, fiduciary investment oversight, business transitions, and portfolio management. That depth of training and experience supports thoughtful analysis across portfolio construction, investment policy development, estate and transition planning, helping ensure financial decisions remain informed, well-sequenced, and aligned with long-term interests.