Client Advisory

Biography

Michael Ottolini is a Senior Principal in the New York office and Portfolio Manager within the Family Office practice. He advises ultra-high-net-worth families, founders, and senior executives on the design and stewardship of multi-generational investment programs, bringing a disciplined approach to portfolio construction, manager selection, and the integration of public and private markets. His focus is on building portfolios that compound over time through thoughtful risk management, tax efficiency, and long-term wealth preservation.

Prior to Cerity Partners, Michael spent 12 years at Bank of America Merrill Lynch. As Vice President and Investment Manager Selection Analyst within the Chief Investment Office, he helped shape the firm’s equity strategy recommendations across domestic and thematic mandates. Earlier, he served within Merrill’s Private Banking & Investment Group in Chicago, where he oversaw investment management and client advisory relationships for ultra-high-net-worth families.

Education

  • M.S. in Finance from Illinois Institute of Technology
  • B.S in Finance from Florida Gulf Coast University

Highlights

  • Chartered Financial Analyst
  • Member of CFA Society New York.

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