Albert "Al" J. Otto

Consultant at Shepherd Kaplan LLC

Albert "Al" J. Otto

Albert "Al" J. Otto

Consultant at Shepherd Kaplan LLC

Biography

Al is a Consultant to Shepherd Kaplan LLC. He also consults nationally to corporations on plan design, investment management, governance and revenue utilization matters. Over a 37-year career, Al has become a widely published author and speaker on issues related to plan fees, target-date strategies, and retirement plan instruments. Al has been recognized by Federal Courts as an expert on 401(k) plan fees, and has served as an expert witness for seven significant federal fiduciary breach lawsuits. Al began advising 401(k) plans in 1984, and earned an Accredited Investment Fiduciary Analyst™ (AIFA®) designation in 2006. In 2015 he earned the Certified Behavioral Finance Analyst (CBFA) certificate from the Allianz Global Investors Center for Behavioral Finance. The program focuses on developing an understanding of key behavioral principles and how to translate them into behavioral solutions using the PlanSucess Behavioral Audit Tool. He currently serves on two non-profit boards and earned a bachelor’s degree in Mechanical Engineering from Virginia Tech, and was a President’s Fellow at Georgia Tech.

Overview

Career Highlights

OneFiduciary Group, LLC

RelSci Relationships

48

Number of Awards

1

Relationships

View Relationship Details

RelSci Relationships are individuals Albert "Al" J. Otto likely has professional access to. A relationship does not necessarily indicate a personal connection.

Paul C. Morgan

Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Average

Chris Cole

Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Average

Fran Margo Coopersmith

Director & Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Average

Andrew D. Wethern

Senior Advisor-Investment Advisors at Shepherd Kaplan LLC

Relationship likelihood: Average

Whitney Solcher

Former Vice President at Goldman Sachs & Co. LLC

Relationship likelihood: Average

Heath Miller

Director-ERISA Counsel at Shepherd Kaplan LLC

Relationship likelihood: Average

Christie Gent

Director, Private Wealth & Family Office Services at Shepherd Kaplan LLC

Relationship likelihood: Average

Jed Leslie

Member & Managing Director-Development at Shepherd Kaplan LLC

Relationship likelihood: Average

Jonathan Perry

Chief Financial Officer & Managing Director-Finance & Human Resources at Shepherd Kaplan LLC

Relationship likelihood: Average

Michael Halloran

Managing Director-Institutional Advisory Practice at Shepherd Kaplan LLC

Relationship likelihood: Average

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You

Albert "Al" J. Otto

Consultant at Shepherd Kaplan LLC

Education

Bachelor of Science in Mechanical Engineering

Virginia Polytechnic Institute and State University

Virginia Tech takes a hands-on, engaging approach to education, preparing scholars to be leaders in their fields and communities. As the commonwealth’s most comprehensive university and its leading research institution, Virginia Tech offers 215 undergraduate and graduate degree programs to more than 30,000 students and manages a research portfolio of more than $450 million. The university fulfills its land-grant mission of transforming knowledge to practice through technological leadership and by fueling economic growth and job creation locally, regionally, and across Virginia.

Career History

Consultant

Tenure Unconfirmed

Shepherd Kaplan LLC

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Founder

Prior

OneFiduciary Group, LLC

Awards & Honors

Accredited Investment Fiduciary Analyst

Other Affiliations

Albert "Al" J. Otto is affiliated with Shepherd Kaplan LLC, OneFiduciary Group, LLC

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