Director of Operations
Kaitlyn
Humphries
Director of Operations
Kaitlyn
Humphries
LEARN MORE
31
Books read
this year
Who Are You? (E4)
Ryan Miller, RICP®
Join us as we adventure to New York with Fairport native Ryan Miller, RICP® and tailgate with a 1976 Ford Bronco.
The Marketing Magic
of Income Funds
One of the hottest trends today revolves around ETFs that pay out a high dividend. This is often framed as…
Parts
Unknown
Beyond the final product, the story behind –the story has taken on a life of its own. And it’s been a wild ride.
Who Are You? (E3)
Elizabeth Evanisko, CRC® and Jeff Gelormini
Join us as we adventure to Buffalo, New York with Nova Wealth’s Elizabeth Evanisko, CRC® and Jeff Gelormini in…
We Plan,
The Market Laughs
I would argue that the three events described above, on their own, fit the bill for something the market should hate—let alone all three…
Rate Cut
Narratives
Data can always be manipulated to support a particular opinion, so we aim to take an objective look and let the data inform our conclusions.
Kaitlyn oversees the back office, trading, and billing for Potomac. She has a passion for creating efficient solutions for both her team and the advisors they service. Kaitlyn believes in the power of exceptional service and aims at raising the bar.
Enjoyer of yoga, interior design, audiobooks, the water, and lists.
- SUSHI 88%
- TACOS 93%
- Charcuterie 79%
CONNECT WITH ME!
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@kaipoww