External Sales
Northeast Region
Jonathan Ciampa
External Sales
Northeast Region
Jonathan Ciampa
Jonathan is a proud father of three and a native New Englander. Its all about the beach, youth sports & hockey.
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13
lucky
hockey
number
A Message From
the CEO
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Does your investment manager
“eat their own cooking?”
Explore the disturbing trend of the investment management industry not investing in their own management strategies…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
How Financial Advisors
Can 10x Their Firm
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
Jonathan Ciampa has over 15 years working in the Tactical space. Using his nearly two decades of experience in the field, he enjoys helping advisors understand the market and sectors he represents, which can then, in turn, guide their clients to help achieve their short-term and future financial goals.
- Men’s League Hockey Player 92%
- Youth Sports Coach 99%
- Beach Vacations 88%
CONNECT WITH ME!
Book a Meeting
@JONATHANCIAMPA