Al Otto

Experience

1. National Director - Plan Governance Solutions

   Verity Asset Management

   Oct 2019 — Present · Durham, NC, US

   As National Director of Plan Governance Solutions, I lead the growth of tax-exempt retirement plan management and retirement income account products nationally. I focus on unravelling three key issues - how to mitigate the risks of living longer than expected, how to minimize the impact of down markets on retirement accounts, and helping plan sponsors easily manage the maze of fiduciary governance issues they must navigate. Founded in 1996, Verity Asset Management is a Registered Investment Adviser working nationally with a single focus: your financial well-being. We work alongside you as individual investors, as employers, as other advisors. Our purpose is to ensure that, in a challenging world, you have every opportunity to succeed. For a highly trained financial adviser dedicated to your organization’s long-term health and your employees’ future, Contact Me at a••••••@verityinvest.com or 76••••••30.

Education

• Georgia Institute of Technology

  Mechanical Engineering

• Virginia Polytechnic Institute and State University

  Bachelor of Science (BS), Mechanical Engineering