Dennis McKay Ott
Profile
Mr. Dennis M.
Ott, CFA MBA, is a Principal & Portfolio Manager at Palisade Asset Management LLC.
He has over 30 years of portfolio management experience.
Before joining Palisade in 2006, Mr. Ott spent nine years at U.S.
Trust Company, as Senior Portfolio Manager for individual trusts and tax-exempt portfolios.
Prior to U.S.
Trust Company, he managed fixed income and balanced mutual funds at Fortis Advisers, where assets grew substantially under his guidance.
He started his investment career at First Trust of St. Paul, (now First Asset Management) managing individual trusts and building a fixed income department.
Mr. Ott received an M.B.A.
from Northwestern University, Evanston, IL in Finance and Marketing, and a B.S.
from Valparaiso University in both Finance and Economics.
He holds the Chartered Financial Analyst designation.
Former positions of Dennis McKay Ott
| Companies | Position | End |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 2005-12-30 |
| Fortis Advisers, Inc. (Minneapolis) | Corporate Officer/Principal | - |
First Asset Management, Inc.
 First Asset Management, Inc. Investment ManagersFinance First Asset Management Inc. is independent asset management firms.It's operations include pension funds, foundations and endowments, high net worth private clients, as well as investment and financial advisory services. | Corporate Officer/Principal | - |
Palisade Asset Management LLC
 Palisade Asset Management LLC Investment ManagersFinance Palisade Asset Management LLC LLC (Palisade) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm is a predecessor to Palisade Investment Advisor LLC, which was founded in 2002. Palisade provides investment management and wealth advisory services to high net worth and institutional clients. | Portfolio Manager-Equities | - |
Training of Dennis McKay Ott
| Northwestern University | Masters Business Admin |
| Valparaiso University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Palisade Asset Management LLC
Palisade Asset Management LLC Investment ManagersFinance Palisade Asset Management LLC LLC (Palisade) is an independent, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm is a predecessor to Palisade Investment Advisor LLC, which was founded in 2002. Palisade provides investment management and wealth advisory services to high net worth and institutional clients. | Finance |
| Fortis Advisers, Inc. (Minneapolis) | Finance |
First Asset Management, Inc.
First Asset Management, Inc. Investment ManagersFinance First Asset Management Inc. is independent asset management firms.It's operations include pension funds, foundations and endowments, high net worth private clients, as well as investment and financial advisory services. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
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