Michael Winter, CFA
Principal and Portfolio Manager
Mr. Winter joined Otter Creek Management as an investment professional in January 2007 and co-founded Otter Creek Advisors in 2014. Prior to joining Otter Creek, Mr. Winter worked as a portfolio manager and analyst at a long/short equity hedge fund in Boston, MA from 2005 through 2006. From 2000 through 2003, Mr. Winter worked as an investment associate with Putnam Investment Management in Boston, MA. Mr. Winter received his BS in Economics and Finance from Boston College in 2000 and earned an MBA from The University of Chicago Booth School of Business in 2005. While attending business school, Mr. Winter spent the summer of 2004 interning with Otter Creek. Mr. Winter holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Principal and Portfolio Manager
Mr. Walling joined Otter Creek Management in May 2011 as an investment professional and co-founded Otter Creek Advisors in 2014. Prior to joining Otter Creek Management, Mr. Walling worked at Goldman Sachs & Co. as a Global Investment Research Associate from August 2009 through May 2011 and as a Global Investment Research Analyst from July 2006 through July 2009. While at Goldman Sachs & Co., Mr. Walling performed in-depth fundamental research and analysis for food, beverage, and tobacco companies, auto manufacturers and auto parts suppliers. Mr. Walling received his BS in Finance from Lehigh University in 2006.
Cory Reed, CFA
Mr. Reed joined Otter Creek Advisors as an investment professional in 2016. Prior to joining Otter Creek, Mr. Reed worked as the Head Trader for Tetrem Capital Management, a $5B firm, located in Boston, MA from 2013 to 2016. From 2010 through 2012, Mr. Reed worked as an investment associate with LPL Financial in Boston, MA. Prior to joining LPL financial, Mr. Reed started his career in 2007, as a Trading Assistant at Westfield Capital Management in Boston MA. Mr. Reed received his BS in Business Administration and Finance from The University of Maine in 2007. Mr. Reed holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
MARKETING AND ADMINISTRATIVE PROFESSIONALS
Principal and Business Development Manager
Mr. Williams joined Otter Creek Management in September 2009 and co-founded Otter Creek Advisors in 2014. Prior to joining Otter Creek, he was a principal and co-founder of Ironworks Capital Management which was founded in 2005. In addition, Mr. Williams served as a Director for the OTC option business at IXIS Securities North America. Prior to joining IXIS, Mr. Williams worked with the Equity Derivatives Group at DLJ that was subsequently merged into Credit Suisse. From 1993 to December 1999, Mr. Williams served as Head of Business Development for San Francisco Sentry Investment Group, a multi-family office, located in San Francisco. Mr. Williams received a BA in History from the University of New Hampshire in 1989.
Chief Compliance Officer
Mr. Beals joined Otter Creek in 2012 as Director of Operations. In August of 2015, Mr. Beals was promoted to Chief Compliance Officer. Previous to joining Otter Creek, he was a Vice President at Deutsche Bank Alternative Fund Services in Boston Massachusetts. From 2007 to 2012, he held various positions with HedgeWorks (and subsequently Deutsche Bank) including managing client integrations in Boston, Dublin and Singapore. He also designed and implemented various global processes to increase efficiencies and decrease operational risk. From 2001 to 2007, he was with Mellon Financial Services where he eventually ended up supervising a team of individuals calculating daily net asset values for a Fortune 500's 401k and pension plan. He started his career in the financial industry with Investor's Bank and Trust in 2000. Mr. Beals received his B.A. in Economics and Political Science from Syracuse University.
Mr. Long founded Otter Creek Management in 1991 and Co-founded Otter Creek Advisors in 2014. From 1973 to 1979, Mr. Long was employed as a portfolio manager at Lionel D. Edie & Co., Chicago, Illinois. In 1979, Mr. Long joined Delphi Capital Management in Chicago, where he served as a portfolio manager and investment analyst. He joined Kidder Peabody & Co.'s Chicago office in 1981 as a fixed income analyst specializing in arbitrage trading. In 1983, Mr. Long joined Morgan Stanley & Co. in New York, as a fixed income analyst and arbitrage trader. He was promoted to Vice President in 1985 and Principal in 1987. In 1991, Mr. Long left Morgan Stanley to start Otter Creek Management. Mr. Long received a B.S. degree and an M.B.A. degree, both in Finance, from Indiana University. He served in the U.S. Army from 1970 to 1971 as an artillery officer and was honorably discharged with the rank of First Lieutenant.
Ms. Gaudino received her BS from St. John's University in 2000. She began her career in marketing including public relations, event management and sales support with firms in New York and Florida. Ms. Gaudino transitioned into the financial services industry and has been with Otter Creek Advisors since 2009.