Mr. Cole Ottmar holds the position of Associate Wealth & Investment Officer at Altruist Trust Co. & Fiduciary Services, Inc. (Altruist™), where he plays a role in the firm’s fiduciary wealth management and investment services. Working directly under the Chief Investment Officer, he assists in developing client-centric investment strategies tailored to each beneficiary’s and client’s objectives and requirements. Furthermore, Mr. Ottmar is expanding his expertise through cross-training as an Assistant Trust Officer under the guidance of the Chief Fiduciary Officer, thereby deepening his understanding of trust administration and reinforcing Altruist’s dedication to comprehensive, compassionate, and holistic client service.

Cole’s approach to financial stewardship is distinguished by integrity, empathy, and a growth mindset. In his personal value statement, he articulated: “My mission is to craft innovative, people-first solutions that assist my clients and inspire a new standard for responsible business practices within the industry.” This people-first philosophy and dedication to elevating industry standards exemplify the moral courage and commitment that make him an excellent fit for Altruist’s client-centric, values-driven culture.

A graduate with a bachelor’s degree in finance and economics, Mr. Ottmar has gained practical experience in wealth and investment management through a job-shadowing program at UBS Financial – Seattle. During his tenure with UBS’s Special Needs Trust team, he contributed to the formulation of portfolio strategies. He participated in client communications regarding beneficiaries with special needs, as well as individual wealth management clients. This practical experience provided Cole with early exposure to the meticulous customization of financial strategies—skills he now applies to serve Altruist’s diverse and extensive client base.

Beyond his academic and financial pursuits, Mr. Ottmar’s discipline and perseverance were cultivated through his participation as an NCAA Division I athlete and a member of the national champion volleyball team at the University of Hawaii. He attributes his athletic experience to developing a robust work ethic, a collaborative spirit, and resilience—attributes that he applies in his professional endeavors to support clients and colleagues. These qualities, combined with his financial expertise, allow him to address client challenges with both precision and determination.

Cole’s integrity, enthusiasm, and client-focused mindset exemplify Altruist’s culture and principles. At Altruist, he consistently demonstrates unwavering commitment to fiduciary excellence, characterized by meticulous attention to detail, transparent and meaningful communication, and a service-oriented approach that holds significant value for each client relationship.

Professional Development

Committed to continuous learning, Cole intends to pursue the Accredited Investment Fiduciary® (AIF®) designation once he fulfills the necessary experience requirements, thereby enhancing Altruist’s wealth and investment governance capabilities and reaffirming his commitment to fiduciary best practices and excellence.