Director of Key Accounts
Chase Smith
Director of Key Accounts
Chase Smith
A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah, son Henley, and dog Winston.
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120
DISC GOLF
COURSES
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…
Chase Smith is an experienced professional at Potomac, where he has successfully advanced through several key roles and now serves as Director of Key Accounts.
Chase focuses on fostering relationships at the firm level while collaborating closely with the sales team. His solid background in operations enables him to take a unique, advisor-centric approach, positioning him as a trusted partner who understands both strategic goals and client needs.
Great Lakes >
- playing or watching sports 93%
- craft beer 72%
- iced coffee 85%
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@CHASESMITH