Otis Powell

Institutional Sales and Relationship Manager

 

Contact

otis.powell@pfmam.com
704.998.8352 office

Education
B.S. in Business Studies
University of North Carolina at Greensboro

Professional Designations or Licenses
FINRA Series 7, 63, 52, 79

Started with PFMAM: 2025

Started in the Field: 2025

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Otis Powell is an institutional sales and relationship manager based in Charlotte, North Carolina. He started with PFMAM in July 2025 and brings 17 years of financial industry experience to the team. Otis works with public-sector clients in the Mid-Atlantic region with a focus on the North Carolina market. He is responsible for marketing investment advisory services and the North Carolina Investment Pool, as well as servicing current clients within the region.

 

Contact

otis.powell@pfmam.com
704.998.8352 office

Education
B.S. in Business Studies
University of North Carolina at Greensboro

Professional Designations or Licenses
FINRA Series 7, 63, 52, 79

Started with PFMAM: 2025

Started in the Field: 2025

Print/Save as PDF

Download Vcard