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John Otis, CFA

John Otis, CFA

Economist

Followers of John Otis, CFA1000 followers
location of John Otis, CFANew York City Metropolitan Area

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  • Timeline

  • About me

    Managing Principal at Pueblo Capital

  • Education

    • Columbia Business School

      -
      MBA Finance

    • Rice University

      -
      BA Economics

  • Experience

    • Rice Center

      Jan 1987 - Jan 1990
      Economist

    • Kenneth Leventhal & Co

      Jan 1990 - Jan 1992
      Senior Consultant

    • Kidder Peabody / PaineWebber / UBS AG

      Jan 1994 - Jan 2001
      Senior Vice President

    • Brightwater Capital Management / WestLB AG

      Jan 2002 - Jan 2006
      Managing Director

    • Axon Financial

      Jan 2006 - Jan 2008
      Portfolio Manager

    • FCG | Foundry Capital

      Jan 2008 - Jan 2011
      Managing Principal

    • CapRok Capital

      Jan 2011 - Jan 2014
      Managing Director

    • Janney Montgomery Scott LLC

      Jan 2015 - Jan 2020
      Structured Products Trader

    • Guggenheim Partners

      Jan 2021 - Jan 2023
      Managing Director

      CMBS & CRE Trading

    • Pueblo Capital LLC

      Jan 2024 - now
      Managing Principal

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute