Partner & Chief Investment Officer
David Ott is a founding member of Acropolis and serves as the Chief Investment Officer.
Just as physicians support good health, David assists clients in achieving financial stability and well-being. While no advisor can guarantee high returns—just as no physician can promise perfect health—David focuses on asking the right questions, actively listening, creating and implementing tailored financial plans, and managing them on an ongoing basis to provide clients with peace of mind.
David is a trusted advisor to 50 families, delivering comprehensive financial solutions, including financial planning, investment management, cash management, tax planning, estate planning, and charitable giving. As Chief Investment Officer, he leads the Investment Committee and the research and trading team. His team continuously evaluates investment strategies and securities, working closely with Portfolio Managers to implement them effectively.
David is also dedicated to communicating the Acropolis investment philosophy through multiple channels:
- Investor Social: An annual in-person presentation attended by hundreds of clients.
- Portfolio Insights: A quarterly newsletter reaching all clients, over 1,000 friends, and prospective clients.
- Acropolis Insights: A weekly newsletter covering investments, financial planning, economics, and current events.
A St. Louis native, David earned a BA in Political Science from Franklin & Marshall College in Lancaster, PA. He is engaged in the community through the Church of St. Michael and St. George and lives in the Central West End. In his free time, he enjoys reading, walking, and traveling. He has two adult children.