Potomac was
Built to Conquer Risk®
It’s not just a trademarked slogan, it is the purpose that drives everything we do. From our investment products, to the tools and resources we provide to support them, if you’re looking for a risk management partner – you’re in the right place.
The stock market is one of the most powerful ways to generate returns, but most investors are not able to tolerate devastating bear market losses that can be hard to recover from. Our philosophy is to “Win by Losing Less,” and our goal is to deliver competitive returns with less downside risk.
The Philosophy
The Journey
Built From the Inside Out
Unfiltered Transparency
We lead with communication, offering unfiltered transparency and proactive insights to help advisors confidently serve their clients.
Bold foundation
While our voice may be bold, our foundation is rock-solid: risk-managed, performance-focused solutions delivered with an edge that cuts through the fluff.
2002
Manish joins Potomac, begins reshaping the firm from the inside out.
2020
Launches tactical mutual funds to give clients a consistent investment experience and advisors flexible access.
TODAY
**$3+Billion AUM/AUA
**As of December 31st, 2025
The leadership team
Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life. – Amy Poehler
MANISH KHATTA
CEO and Co-CIO
A member of the firm since 2002, Manish Khatta is a key architect of Potomac’s rules-based investment systems and overall business growth strategy. Today, he leads the firm’s strategic vision. He is known for driving innovation across investments, technology, and brand while building a culture focused on disciplined execution and long‑term scale.
Mantra
“Math: The only subject that matters.”
Jeff Goodnow
Chief Growth Officer
Jeff Goodnow leads advisor education and growth strategy at Potomac, with a focus on helping financial advisors better understand and manage risk across market cycles. With more than 20 years of experience in investment due diligence and advisory services, Jeff is known for his data driven approach and belief that education is fundamental to long-term client and advisor success.
Mantra
“Education is the key to success”.
CHRISTOPHER NORTON
Chief Marketing Officer
Christopher Norton leads brand strategy, creative development, and content innovation for Potomac. With more than 20 years of experience across marketing in wealth management, he is known for building high performing teams and translating complex ideas into clear, compelling narratives that help advisors and the investors they serve make confident decisions.
Mantra
“Laugh hard, run fast, be kind.”
Dan Russo, CMT®
Co-CIO
Dan Russo, CMT® oversees investment research, portfolio construction, and risk‑based strategy development at Potomac. With a career rooted in technical analysis and disciplined risk management, Dan focuses on helping advisors and investors navigate market cycles with clarity and confidence. He is known for translating complex market data into practical, repeatable investment insights.
Mantra
“Markets have a rhythm like the waves and the tides, ebbing and flowing.”
Will Gray
Chief Operating Officer
Will Gray oversees firmwide operations, technology, and strategic execution to support scalable growth at Potomac. With more than 17 years of experience in asset management and financial services, Will specializes in operational excellence, risk management, and digital transformation, bringing a disciplined, execution focused approach to building the infrastructure that enables high‑performance teams.
Mantra
"Bring your own luck."
