External Sales
Gulf Coast Region
Brian Garrette
External Sales
Gulf Coast Region
Brian Garrette
Born and raised in Salem, Massachusetts. Attended college in Boston before relocating to Boca Raton, FL.
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2
amazing daughters
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.
A Message From
the CEO
From the outside looking in, the absolute asset growth numbers are mind boggling but this is exactly what we expected to happen.
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…
For over 2 decades Brian has worked and helped some of the most successful financial advisors manage and grow their practices and helped them build better portfolios for their clients.
He believes that we can have a positive effect on people’s lives and their outcomes.
- Pickleball 100%
- Friends 100%
- Wine 100%
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@brian-garrette