Otto joined the DGL Advisory Group at Moors & Cabot as a Client & Investment Associate in 2018. After 18 months supporting the Group, assisting with the investment process and providing financial planning services to clients, Otto became a full-fledged Financial Advisor within the group and has worked in that role since. Otto received his CFP designation in March of 2020 and is the primary contact for all of our clients’ financial planning needs.
 

Prior to joining Moors & Cabot, Otto worked in the financial planning department at Baystate Financial as a Paraplanner beginning in 2017, where he supported a portion of the firm’s financial advisors in onboarding clients into the financial planning process and helped a subset of those advisors develop and present financial planning recommendations to their clients. He is a graduate of Belmont Hill School and received a BA in Economics and French from Colby College.
 

Otto was born in London but moved with his family to Boston in 1999. He grew up in the Beacon Hill area and attended Belmont Hill School before receiving his BA in Economics & French from Colby College.​

Background and qualification information is available at FINRA's BrokerCheck website