Director of Operations
Kaitlyn
Humphries
Director of Operations
Kaitlyn
Humphries
LEARN MORE
31
Books read
this year
Risk
Statistics
Understanding the balance of risk and return is fundamental to making informed investment decisions. To do this, key risk statistics are needed to…
Who Are You? (E9)
Robert Sofia
Join us as we adventure to Hiawassee, GA with Snappy Kraken Founder and CEO in a 2012 Bentley Continental GT.
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.
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