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Slater Ottenritter
Client Relationship Manager
About Slater Ottenritter
Slater joined Heritage Financial Consultants in 2018, supporting the office of Brian Gracie. He prepares financial reviews, makes investment recommendations, and executes trades. Slater is also a member of the firm’s Investment Committee. He lives in the Pinehurst neighborhood in Baltimore, Maryland with his wife Catherine, son Wells, and golden retriever Ellie.
Certifications
- FINRA Series 7 License
- FINRA Series 66 License
- Maryland Life and Health Insurance License
Education
- B.A., International & Global Studies, Sewanee: The University of the South
- Summer Business Institute, The Cox School of Business at Southern Methodist University
- St. Paul’s School for Boys
Primary Clients or Industries
High net worth individuals and families
Primary Service Areas
Financial planning
Investment management
307 International Circle, Suite 390 Hunt Valley, MD 21030
