Operations Associate
Suzanne Knobel
Operations Associate
Suzanne Knobel
Native Texan, fitness enthusiast, and foodie. Suzanne enjoys endurance sports and experiencing new cuisines.
LEARN MORE
26
Years playing
the Violin
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…
Passionate about operations and data quality, Suzanne is always striving to simplify complexities and provide outstanding service.
Do good, be good.
- Tacos 99%
- BBQ 90%
- Watermelon 100%
CONNECT WITH ME!
DM < EMAIL
@suzanneknobel