Our Team

The Otto Group at Hightower Advisors

The Otto Group at Hightower Advisors is a boutique wealth management team focused on helping individuals and families navigate complexity with clarity and purpose as life evolves.

Rather than concentrating solely on portfolios or individual solutions, our work is centered on integrated, life‑centered planning. Financial decisions are considered within the broader context of what matters most — coordinating estate planning, tax considerations, liquidity decisions, and philanthropic intentions through thoughtful, connected conversations over time.

Each relationship is approached with care and attention to detail, recognizing that no two lives — or legacies — are the same. Planning is deeply personal, adaptive, and grounded in trust, designed to support continuity across changing circumstances and generations.

In a world shaped by constant change, our role is to bring perspective, coordination, and a steady, human touch to financial decision‑making — supporting confident choices that remain aligned with values, priorities, and long‑term direction.

Matt Otto, AIF®, CFP®

Managing Director, Partner

Joe Levine, CEPA®

Wealth Strategist, Private Wealth Advisor

Laurel M. Corriveau

Chief Experience Officer

Andrew Turley

Director of Operations

Michael Wood, CFA

Portfolio Manager

Explore How We Work for You

Learn how our team integrates, collaborates, and guides decisions toward your Financial Wellness

SEE OUR APPROACH

Hightower Team

Stephanie Link

Hightower Chief Investment Strategist and Portfolio Manager

Robert Picard

Hightower Head of Alternative Investments

Lee Majkrzak, CFA

Hightower Senior Portfolio Manager

Bob Lavigne

Hightower Chief Compliance Officer

Life-centered financial advice.
Guided by connection, grounded in care, committed for the long term.

LET’S CONNECT

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Plaza at Five Points
50 Central Avenue, Suite 930
Sarasota, FL 34236

Office: (941) 203-7200
Fax: (941) 296-8535
Toll free: (888) 584-9643

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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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