Shanna Otto

Shanna joined PAS in June 2024 as the firm’s Chief Operating Officer, Chief Compliance Officer, and Partner. She is responsible for the design and oversight of all firm operations including financial reporting, tax, fund operations and administration, investor relations, compliance, risk management, human resources, and IT.

Prior to joining PAS, Shanna spent 10 years at Promus Holdings, a private investment firm. Shanna held various accounting roles including Chief Financial Officer from 2019 to 2024. During her tenure at Promus, she designed all general accounting and fund accounting processes, procedures, and internal controls.

Over time, Shanna’s role expanded to building out Human Resources, managing IT, Investor Relations, and the Office Administration functions. She was ultimately responsible for researching, negotiating contracts, and implementing solutions to create efficiencies across the firm.

Prior to Promus, Shanna worked for firms specializing in tax, estate and legacy planning for high-net-worth individuals. She began her career in audit at KPMG.

Shanna has been a member of the Carthage College Leadership Council since 2019 where she has worked with the President and key administrators to fundraise and find solutions to provide better mental health programs for all students. Shanna also assisted in fundraising for the athletic department and women’s soccer.

Shanna received her B.S. in Business Administration with a Concentration in Accounting from Drake University and is a registered Certified Public Accountant (CPA) in the State of Illinois.