Matina Hope Otto

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 08/2022
  Keybank
  Portland, OR
• 06/2019 → 09/2019
  Keybank
  Eugene, OR
• 09/2017 → 03/2020
  Asuo Designated Driver Shuttle
  Eugene, OR
• 05/2014 → 12/2017
  Mount Bachelor Village Resort
  Bend, OR
• 06/2016 → 09/2016
  Beach Hut Deli
  Bend, OR
• 09/2016 → 06/2020
  University Of Oregon
  Eugene, OR
• 05/2022 → 08/2022
  Key Investment Services
  Portland, OR
• 09/2022 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-03-28
• S63 Uniform Securities Agent State Law Examination
  2022-07-29