Mr. Ottinger has over 25 years experience in finance, social enterprise and strategic philanthropy. He is the author of Beyond Success: Building a personal, financial and philanthropic legacy, which is based on three years of intensive study of best wealth, philanthropy and generational family practices. He is in the process of developing the Beyond Success Legacy Planning Process to help others identify their philanthropic passion and achieve their personal legacy goals. Joel Fleishman, Professor of Law and Public Policy at Duke University, claims, "Ottinger has succeeded in producing the best available how-to-do-it playbook for those with any substantial amount of wealth who are grappling with some of the toughest questions anyone ever faces".
Mr. Ottinger is the founder of LMR Advisors, which grew out of more than 25 years of experience in social entrepreneurship and strategic philanthropy. He is founder of the Wealth Impact Network (WIN), a social enterprise developing a market-based approach to philanthropy based on Mr. Ottinger's work on the application of portfolio theory to philanthropy. Prior to starting WIN, Mr. Ottinger was involved in the private bank of Bank of America advising large family offices. Mr. Ottinger spent more than 20 years as an executive in high tech companies, while at the same time acting as a key executive of the Ottinger-Heath Family Office and Co-Chairman of the Ottinger Foundation. Mr. Ottinger has a B.A. from Cornell University and an MBA from Harvard Business School. He is a member of Young President's Organization, Social Venture Partners and Advisors In Philanthropy, and has served on numerous non-profit boards. He lives in Seattle with his wife and three children.
In addition to his book Beyond Success: Building a personal, financial and philanthropic legacy Mr. Ottinger has written and published a number of papers on social enterprepreneurship, philanthropy and legacy. Among them are:
1. "Private Profits, Public Gain" - Written in 1991 for the Points of Light Foundation this white paper outlines best corporate social responsibility practices based on a study of leading companies with clear social strategies.
2. "Portfolio Philanthropy" - Written in 2006 and published in the September 2007 Issue of Stanford’s Social Innovation Review. The paper describes a strategic approach to philanthropy based on portfolio theory, which was conceived of by Nobel Prize winner Harry Markowitz, and has been applied to the field of finance by numerous financial institutions. Portfolio philanthropy has been used in practice by a number of foundations and philanthropists such as Michael Milken in the area of prostate cancer.