By
Christopher Norton
•
Aug 20, 2025
Join Potomac host and CMO Christopher Norton as he embarks on an adventure with special guest, Potomac Portfolio Manager Dan Russo, CMT® in a 1979 Rolls-Royce Silver Shadow.
Dan has been in the securities industry for over two decades. He holds an MBA degree in Finance from Fordham University in New York City and a B.S. degree in Finance from Long Island University, C.W. Post. He is also a Charted Market Technician, having earned the right to use that designation in 2012. At Potomac his primary roles include conducting technical and quantitative analysis, structuring portfolios of ETFs based on this analysis, and providing ongoing written research for the firm’s financial advisor client base.
In this episode, we meet at the stock exchange, journey through the city to Tribeca, and share a glass of wine at Terroir as Dan shares his incredible story.
Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
Opinions expressed are current as of the date of publication and may change without notice. Information obtained from third‑party sources is believed to be reliable, but Potomac does not guarantee its accuracy or completeness and is not responsible for any third‑party content referenced or linked in this material.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional important disclosures, please visit potomac.com/disclosures.
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