James (Jim) J. Otley, Jr., CIMA®, AIF®
Founder, President and Chief Executive Officer
James J. Otley, Jr. is the Founder, President and Chief Executive Officer of Otley Investment Fiduciary Solutions. Prior to launching the firm, Jim served for eight years as a Bank of America Merrill Lynch Global Institutional Consultant (GIC), a specialized role offering a full spectrum of investment solutions to institutional clients.
Jim joined Merrill Lynch from UBS, where in 2000 he began his career in financial services. After many years spent in the electronics industry and traveling the world, he decided to transition to a profession where he could use his proficiencies as a manufacturing systems integration expert and apply it to creating holistic financial services solutions. At UBS, Jim held roles in the PRIME Consulting Group for businesses and also managed the New Advisor Training Program.
Jim’s career as a manufacturing systems integration expert during the period 1994-2001 afforded him exposure to the world’s different cultures and business practices. This experience continues to frame his global perspective and offers him distinct advantages as a financial services professional.
Jim is a graduate of Indiana University. He has both Personal Investment Advisor and Certified Investment Management Analyst® (CIMA®) * certifications and is an Accredited Investment Fiduciary®. Jim also holds multiple FINRA registrations, Series 7, Series 66, and Indiana Health and Life Insurance licenses.
Jim and his wife Sophia have five boys. When he is not working, Jim enjoys spending time with his family and staying actively involved in his Southside Indianapolis community.