John Ploschek (BSBA ’87) | March 2024

John Ploschek Ploschek (BSBA 1987) was recently hired as The Otto Group’s new Director of Wealth Services. In this role, he will be responsible for coordinating the delivery of fiduciary wealth management solutions and investment research for The Otto Group. 

In synergy with The Otto Group’s team of professionals, Ploschek’s key focus is to balance client goals and objectives with risk management and portfolio due diligence for high-net-worth individuals and families. Given his vast experience and collaborative skills, Ploschek has quickly integrated within the practice and is working alongside clients in all components of portfolio management, risk mitigation, and The Otto Group’s full advanced planning offering.

Ploschek has over 36 years of fiduciary wealth management experience. Previous roles include 23 years as a Senior Portfolio Manager with a top regional bank in the Private Wealth Management department and, more recently, nearly 13 years as a Senior Portfolio Manager for a Registered Investment Advisor based in Lakewood Ranch, FL.