We’ve provided synopses of their professional backgrounds and a Q&A to amplify the experience and motivation they bring to the program.
Marsha Otto manages the firm’s proprietary mutual fund and ETF businesses, and oversees fund-related business development and portfolio management activities. Prior to her current role, Ms. Otto held the following positions at Brandes: Product Coordinator for the Emerging Markets and Asia ex-Japan Portfolios; Portfolio Manager and Team Leader for Private Client Services; and Supervisor of the Sub-Advisory Trading Department.
Before joining the firm, she was a Securities Broker and Qualified Retirement Account Specialist with Jack White & Company (later purchased by TD Ameritrade). Ms. Otto holds a BA in economics from the University of California, San Diego, is a CFA charter holder, and a member of the CFA Society San Diego. Her relevant experience began in 1993 and she joined Brandes Investment Partners in 1996.
Q: You were among the first few to volunteer for this mentorship program. What makes you so enthusiastic about the program?
A: A number of years ago I presented to the SDSU Finance Club and spoke at a similar UCSD event. Following the events, a handful of women contacted me to discuss my experience in the finance industry and asked for guidance. I was so impressed by their earnestness and felt inspired to make myself more available in this capacity.
Marsha Otto manages the firm’s proprietary mutual fund and ETF businesses, and oversees fund-related business development and portfolio management activities. Prior to her current role, Ms. Otto held the following positions at Brandes: Product Coordinator for the Emerging Markets and Asia ex-Japan Portfolios; Portfolio Manager and Team Leader for Private Client Services; and Supervisor of the Sub-Advisory Trading Department.
Before joining the firm, she was a Securities Broker and Qualified Retirement Account Specialist with Jack White & Company (later purchased by TD Ameritrade). Ms. Otto holds a BA in economics from the University of California, San Diego, is a CFA charter holder, and a member of the CFA Society San Diego. Her relevant experience began in 1993 and she joined Brandes Investment Partners in 1996.
Q: You were among the first few to volunteer for this mentorship program. What makes you so enthusiastic about the program?
A: A number of years ago I presented to the SDSU Finance Club and spoke at a similar UCSD event. Following the events, a handful of women contacted me to discuss my experience in the finance industry and asked for guidance. I was so impressed by their earnestness and felt inspired to make myself more available in this capacity.