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Dave Ott

Dave Ott

Partner at Acropolis Investment Management, LLC

Chesterfield, MO , United States

About

Dave Ott is a founding Partner and the Chief Investment Officer at Acropolis Investment Management, LLC, based in Chesterfield, Missouri. In his role, he leads the firm's investment strategy, portfolio management, and research efforts, working closely with clients to design diversified investment solutions that meet their financial objectives.

His expertise spans across a wide range of asset classes, with a strong emphasis on equities, fixed income, and global asset allocation. Ott's leadership ensures that Acropolis delivers institutional-quality advice for both individual and institutional investors, drawing from deep experience in foreign exchange and portfolio construction.

Before co-founding Acropolis in 2002, Dave Ott gained significant investment experience at EverBank in their Foreign Exchange division and held the position of Assistant Vice President at US Bank. He holds a Bachelor of Science in Political Science from Franklin & Marshall College and is recognized in the industry for his thought leadership and commitment to continuous improvement in investment management.

Career History

OrganizationRoleDate RangeDetails
Acropolis Investment Management, LLCPartnerAug 2002 to Present
Part owner in a Registered Investment Advisory firm offering financial advice and investment management to mass affluent private clients ($1-$10 million in assets) and small institutional banks regard...
EverBankForeign ExchangeJun 2000 to Aug 2002
Variety of jobs including foreign exchange/bond trader, President of Evertrade Direct Brokerage and Portfolio Manager with Evertrade Advisors
US BankAsst Vice PresidentJun 1995 to May 2000
Started as a junior assistant on brokerage desk, moved to junior assistant on foreign exchange desk. Ultimately ran the foreign exchange desk and created the first multi-currency FDIC certificate of ...

Education

Franklin & Marshall College

BS, Political Science

1991 1995

Whitfield High School

Skills & Expertise

Portfolio Management
Asset Allocation
Investment Advisory
Fixed Income
Investment Management
Bonds
Securities
ETFs
Asset Management
Wealth Management
Investments
Investment Strategies
Mutual Funds
Financial Markets
Equities
Retirement Planning
Capital Markets
Alternative Investments
Bloomberg
Due Diligence
Financial Analysis
Risk Management
Financial Modeling
Stocks
Financial Planning
Financial Advisory
High Net Worth Individuals
Wealth Management Services
Research
Strategic Planning
Business Analysis
Data Analysis
PowerPoint
Management

Others at Acropolis Investment Management, LLC (16)

NameRoleLocation
Alex Umble
Alex Umble
Financial TraderSt. Louis, MO , United States
B
Brad Combs
Senior Portfolio ManagerSt. Louis, MO , United States
Ched Wagner
Ched Wagner
Portfolio ManagerSt. Louis, MO , United States
Cliff Reynolds
Cliff Reynolds
PartnerSt. Louis, MO , United States
G
Gary Melchior
Senior Portfolio ManagerSt. Peters, MO , United States
John McClelland
John McClelland
Portfolio ManagerSt. Louis, MO , United States
J
Joseph Kelley
Portfolio ManagerChesterfield, MO , United States
Marie Tustin
Marie Tustin
PartnerSaint Charles, MO , United States
Michael Lissner
Michael Lissner
PartnerChesterfield, MO , United States
Michele Clark
Michele Clark
Senior Portfolio ManagerSt. Louis, MO , United States
Showing 1-10 of 16 team members

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