ERIC WILL BE ATTENDING VARIOUS CONFERENCES THROUGHOUT 2023-24
COTT CONSULTING, LLC
Experienced Business Consulting
Bridging the gap between the BuySide and the SellSide
Media clips- founder
About Us
Eric Spencer Cott, CRPC® is President, CEO and founder of Cott Consulting, LLC, an innovative consulting firm providing options to connect the wealth management industry to your business. Prior to Cott Consulting, Eric held various roles in the advisory and institutional industries.
Personal Approach
Solutions for the unique needs of RIA firms and their HNW clients. Connecting Investment Managers/Service Providers to RIAs, Family Offices, BDs and Private Banks. Our mission is to create relationships, not transactions. We are an independent and innovative resource working to raise the bar on matching the advisor to the provider.
Expertise
Throughout a three-decade career, Eric has worked with hundreds of financial advisors and their clients across the country and consulted wealth managers. He conducted the first ever Advisor quantitative research on options usage, Eric has hosted large scale events with providers on the floors of the NYSE, CBOE and Nasdaq exchanges. He is an advocate and strategist that thrives on sharing his own experience and knowledge to help you make a success of your business. His track record proves that clear communication and expert collaboration will boost your bottom line. Leveraging our experience and key relationships to offer solutions and solve pressing issues.
Connecting the Investment and Advisory Communities
Extensive interaction with High Net Worth (HNW) investment communities around the country and Canada including chief executive officers, chief investment officers, portfolio managers, and investment professionals. Focused on large asset owners, including single-family offices, multi-family offices, wealth management firms, registered investment advisors and Credit Unions.
Understanding the Advisor and Manager
Every advisor is unique, and the landscape is changing therefore it requires a unique skillset to recognize the needs of each firm and their client base. Aligning the right manager and investment style with the advisor is crucial in our process and differentiates us from other third party firms.
Connecting the Community
One introduction at a time !
COTT CONSULTING, LLC
Experience
Recognized Influencer , Educator and Podcast host, Eric has been successful in the retail, institutional and advisory space for over 29 years. With deep industry expertise, a sought-after moderator for many large conferences, and he is a connector looking to enhance the communication between asset managers, investors and investment community at large.
Approach
We provide a comprehensive consultation to help identify gaps and provide a roadmap to uncover opportunities. We target Independent Broker Dealers, RIAs, Financial Advisors, Credit Unions and Family Offices. We enable Mutual Funds, Hedge Funds, Asset Managers and ETF providers the benefit of getting direct access to top wealth advisory practices. Marketing to different segments of the advisory community requires a level of trust that we have built upon through a foundation of personal relationships.
Meeting the Needs of Market Participants
Best-in-breed network of professionals, industry experts, and advisors.
An extensive database of business connections within the BD and
RIA Industries aligned with key contacts and firms. Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your action plan for success. We didn’t get there alone. And neither will you.
About ERIC
EDUCATION
University of Wisconsin-Madison
LICENSES / CERTIFICATIONS
FINRA Series 7, 63, and SIE currently active
FINRA Series 65, 9 and 10 licenses
Certified Options Educator
Connecting People with Opportunities
Business and consulting services for the advisory and investment communities, Bridging the gap between the Buyside and SellSide. The goal is building personal connections. A dedicated focus on helping Investment Firms, Money Managers, Registered Investment Advisors and Independent Broker Dealers strengthen their business and utitmately deliver more value to their cleintbase.
Available to speak at firm and industry events
Educated and knowledgeable on various investment topics including derivatives, alternative investments and defined outcome funds. Foster relationships between the advisor and provider
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