Potomac fund management was built to conquer risk®
Potomac is a registered investment advisor founded in 1987. Our firm is a pioneer in active risk-managed investing with the experience and expertise to help clients align the correct allocation for any given market condition. Potomac understands that every investor is unique, but each want to avoid catastrophic losses.
Over 35 years later, we’re still at it.
We offer a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs.
This is also why we designed our strategies to help limit devastating losses that can be hard to recover from. Our strategies are managed by a team of tenured investment professionals led by our firm’s CEO/CIO, Manish Khatta, along with Dan Russo, CMT, and Jeff Goodnow.
Our people give us the drive, the experience, and the passion to bring you an unparalleled RIA experience.
Leadership Team
Manish Khatta
Chief Executive Officer
Chief Investment Officer
Jennifer Burton
Chief Operations Officer
Jeff Goodnow
Chief Growth Officer
Christopher Norton
Chief Marketing Officer
Research
Dan Russo, CMT®
Portfolio Manager
Director of Research
Tyler Lovingood, CMT®
Research Associate
Operations
Kaitlyn Humphries
Director of Operations
Suzanne Knobel
Operations Associate
Annie Watson
Operations Associate
Kolby White
Operations Associate
Justin Long
Chief Compliance Officer
Nick McDaniel
Chief of Staff
Chuck Patterson
Senior Software Developer
Marketing
Allison Kanter
Director of Marketing
Martina Beda
Creative Associate
Sales
Michael Rogers
Director of External Sales
John Saunders
Director of Internal Sales
Chase Smith
Director of Key Accounts
Colette Beaumont
Internal Sales
Jonathan Ciampa
External Sales
Jack Fecko
External Sales
Jon Ferraiolo
External Sales
Anthony Gonzales
External Sales
Wes McCrimmon
Internal Sales
Michael Mogavero
External Sales
Hunter Reynolds
Internal Sales
Mark Ruhe
External Sales
Joon Yi
External Sales
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