Brian Otto

Investment Analyst

Brian joined AOG Wealth Management in January of 2024. As Investment Analyst for AOG Institutional Fund (AOGFX), Brian is responsible for investment research and due diligence for existing portfolio and future investment pipeline, as well as a variety of operational and reporting requirements.

Previously, Brian provided business consulting, wealth management, and alternative investment analysis for ultra-high-net-worth entrepreneurs. Prior, he served in multiple roles as an expert in finance and operations for privately owned commercial real estate, and a large private medical practice. Prior to that, he held roles as a financial analyst in mortgage backed securities, financial reporting and securities lending at two investment banks.

Brian graduated Summa Cum Laude from Rutgers Business School with a BS in Finance.

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.