Overseer, Board Member, and Discretionary Trustee, The Waring School
Samuel A. Otis is an Overseer, Board Member, and Discretionary Trustee of the Waring School in Beverly, MA; Treasurer and a Board member of The Cape Ann Habitat for Humanity in Gloucester, MA; and a member of the Outreach and Investment committees of St. John’s Parish in Beverly Farms, MA.
Before retiring in 1997, he was a Senior Vice President and founder of institutional investing at Independence Investment Associates. His earlier career included work as an Investment Analyst for John Hancock Mutual Life Insurance Company and work in marketing analysis for Polaroid.
Mr. Otis’s nonprofit activities have included work as Treasurer at the Center for Youth Studies in Wenham, MA and Christ Church of Hamilton- Wenham, as well as being a financial advisor for the Tibet Poverty Alleviation Fund.
Mr. Otis earned an A.B. in Government from Harvard College in 1962 as well as an MBA (1965) and a Finance Chartered Financial Analyst certification (1976) from the Columbia Business School.