Our Team / Investment Team

Amber Ott

Manager of Investment Operations, Chief Compliance Officer

aott@agilipersonalcfo.com

 

Professional headshot photo of Amber Ott, Agili Manager of Investment Operations, Chief Compliance Officer.

Job Description

As Manager of Investment Operations and Chief Compliance Officer, I serve Agili and our clients in a variety of ways. I collaborate with our Investment Analysts to meet the objectives set for the Investments Team by the Leadership Team. In addition, I provide analytic, research and operational support to the firm’s limited partnerships that make non-traditional investments. I also manage many of the firm’s technical, operational and process improvement initiatives. Finally, I maintain Agili’s compliance program to keep us in good standing with the SEC as a registered investment adviser.

Education and Credentials

  • Bachelor of Arts in Psychology, New York University
  • Bachelor of Arts in Romance Languages, New York University
  • Master of Business Administration, Darden School of Business, University of Virginia

What is a career highlight for you?

Completing my MBA while working fulltime with two young children at home. It was incredibly challenging and amazing at the same time. I love learning, and it was so impactful to be able to take lessons immediately back to my job and improve on things I was working on.

Job Description

As Manager of Investment Operations and Chief Compliance Officer, I serve Agili and our clients in a variety of ways. I collaborate with our Investment Analysts to meet the objectives set for the Investments Team by the Leadership Team. In addition, I provide analytic, research and operational support to the firm’s limited partnerships that make non-traditional investments. I also manage many of the firm’s technical, operational and process improvement initiatives. Finally, I maintain Agili’s compliance program to keep us in good standing with the SEC as a registered investment adviser.

Education and Credentials

  • Bachelor of Arts in Psychology, New York University
  • Bachelor of Arts in Romance Languages, New York University
  • Master of Business Administration, Darden School of Business, University of Virginia

What is a career highlight for you?

Completing my MBA while working fulltime with two young children at home. It was incredibly challenging and amazing at the same time. I love learning, and it was so impactful to be able to take lessons immediately back to my job and improve on things I was working on.

More About Amber

My favorite book is One Hundred Years of Solitude by Gabriel Garcia Marquez.

What excites me about my work is finding efficiencies that allow my team to review client portfolios effectively and also afford them time to pursue their professional passions.

When I’m not wearing my Personal CFO hat, I’m wearing a swimsuit (in the summer, of course) or a tough pair of shoes to keep up with my kids’ bike/scooter/longboard riding (in the winter).

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018