External Sales
Mid-Atlantic Region
Michael Mogavero
External Sales
Mid-Atlantic Region
Michael Mogavero
A proud alum of NYU Michael has lived and worked on both coasts. He enjoys playing and coaching hockey. He is an avid reader of U.S. history and all things markets.
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4
major cities lived and worked in
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 nearly 2 decades Michael has worked with and developed deep relationships with advisors and institutional investors across America. His broad experience working with multiple asset classes and strategies helps simplify a complex and crowded space, allowing his clients to focus on their goals and objectives.
Michael enjoys spending time with his family at the beaches up and down the east coast. He has visited 40 of the 50 states with the goal of visiting all 50 before the age of 50.
- attending his kids’ ice and field hockey games 95%
- Yankees fan 100%
- family man 100%
CONNECT WITH ME!
Book a Meeting
@michael-mogavero