Matt Otto

Matt Otto | Senior Associate

Matt is a senior associate with the firm providing support to both the investment management and investment banking teams. He also works on projects with the wealth management division.

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Direct: 952-253-6035

Focus

  • Industry & Company Research
  • Financial Analysis and Modeling
  • Public and private investments in micro and small-cap companies

Education

  • BS, Finance, Carlson School of Management, University of Minnesota

Prior Experience

  • Analyst/Intern, Cherry Tree
  • Analyst, Carlson Fixed-Income Fund

Other

  • Member of the University of Minnesota’s equity research team that won the Minnesota CFA Global Investment Research Challenge