Director of Operations
Kaitlyn
Humphries
Director of Operations
Kaitlyn
Humphries
LEARN MORE
31
Books read
this year
It’s All About Timing:
Why Birth-Date Luck Should Matter to Investors
Buy-and-hold Investment outcomes are largely dictated by timing, especially in the 20 years leading up to retirement when the most capital is allocated.
Who Are You? (E8)
Chanda Sour
Join us as we adventure to Houston, TX with financial advisor Chanda Sour in a 1970 Chevelle SS 396.
Connecting with Advisors Over…
Cars?
Most marketers solve problems with data. Christopher Norton, Chief Marketing Officer at Potomac, used a Dodge Intrepid.
The Strategy, the funds,
the funds, the Strategy
A question keeps popping up regularly with our advisors: should they use our strategies or our funds? The answer is yes, and it depends.
Why Potomac Funds
Aren’t an ETF
We are routinely asked why we decided to launch mutual funds in a world that is seemingly brainwashed into thinking that ETFs are the only solution.
Who Are You? (E7)
Alisa Zelaya-Perez and Gilbert Perez
Join us as we adventure to Fort Worth, TX with financial advisors Alisa Zelaya-Perez and Gilbert Perez in a 1989 Jeep Grand Wagoneer.
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!
DM < EMAIL
@kaipoww