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An image of Manish Khatta.
An image of Manish Khatta.
An image of Manish Khatta.

Manish Khatta

Chief Executive Officer

“MATH: THE ONLY SUBJECT THAT MATTERS”

A member of the firm since 2002, Manish Khatta is a key architect of Potomac’s rules-based investment systems and overall business growth strategy. Today, he leads the firm’s strategic vision. He is known for driving innovation across investments, technology, and brand while building a culture focused on disciplined execution and long‑term scale.

Connect on LinkedIn

get to know them

Watch this episode of "Who Are You?" to get to know them better, as they interview with host Christopher Norton.

Media appearances

Explore a curated collection of articles, podcasts, and videos they appear in from across the web

Showing slide 1 of 1
A podcast promotional graphic using a multi-panel grid layout with black-and-white photography and vibrant yellow accent blocks. A solid yellow vertical bar on the left displays "BUILT TO CONQUER RISK®️" in bold black text. The grid contains behind-the-scenes production photos: a top-center panel showing a smiling Asian host in a suit at a microphone; a bottom-center panel showing a bald host gesturing while speaking into a microphone; a middle-right panel of a host in glasses laughing at a desk with a laptop; and a top-right panel showing all three hosts standing together in front of a wall with a large 3D Potomac logo. A small black geometric logo rests on a yellow block in the bottom right corner.

Video

Podcast

From CIA Case Officer to EOS Business Coach | Conquer Risk Podcast S7 E19

Christopher Norton

Aug 26, 2026

A podcast promotional graphic utilizing a multi-panel grid layout with black-and-white photography and solid yellow accent blocks. A vertical yellow bar on the far left displays "BUILT TO CONQUER RISK®" in bold, black capital letters. The main grid features behind-the-scenes shots of a podcast production: a wide shot of two hosts in suits sitting at a curved marble counter with studio microphones; a close-up view of a camera monitor displaying one of the hosts; a bottom-center panel showing a bald host with his eyes closed having makeup applied; and a right panel of both hosts smiling and conversing at the counter. A small black geometric interlocking logo sits over a yellow block in the bottom right corner.

Video

Podcast

Q3 Business Update: Growth, Pivots, and What Comes Next | Conquer Risk Podcast S7 E18

Christopher Norton

Aug 12, 2026

A podcast title graphic utilizing a multi-panel grid layout with black-and-white photography and vibrant blue accent blocks. A solid blue vertical bar on the far left contains the text "BUILT TO CONQUER RISK®" in bold, black capital letters. The main content is split into rectangular panels: a large top photo of a smiling, bearded bald man in a plaid blazer talking into a studio microphone; a bottom photo of two empty broadcast microphones against a wood-paneled wall; a top-right panel displaying the script logo "Rainmaker PODCAST"; a middle-right headshot of a smiling man with styled hair; and a bottom-right blue block displaying a dark geometric interlocking logo.

Podcast

Built to Conquer Risk... and Create Content! | Conquer Risk Podcast S7 E17

Manish Khatta

Jul 22, 2026

A bright, daytime outdoor photograph of two men walking side-by-side along a paved pathway, with the Golden Gate Bridge visible in the distant background. On the left, a man with styled brown hair and sunglasses smiles broadly while wearing a brown, utility-style jacket with large front pockets over a dark shirt. On the right, a bald man with a beard and aviator sunglasses looks slightly downward with a smile, dressed in a blue plaid suit jacket, a blue button-down shirt, and a yellow patterned tie. The background features green hills, lush coastal shrubbery, and a blue sky with light clouds behind the iconic red suspension bridge towers.

Video

Who Are You? (E14) Christopher Norton

Christopher Norton

Jun 11, 2026

A multi-panel promotional graphic featuring black-and-white podcast video stills arranged in a grid separated by thick black borders and solid yellow accent blocks. A vertical yellow bar on the far left contains the bold black text "BUILT TO CONQUER RISK®". The largest video pane at the top center shows a bald man in a suit and striped tie speaking into a studio microphone while gesturing toward a small bobblehead on the desk. Other panes feature close-up details of a desk with a toy car, a side profile of a man wearing glasses speaking into a microphone, and a wider shot of both men interacting in the studio. A small black geometric logo sits in the lower-right yellow accent block.

Podcast

Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs | Conquer Risk Podcast S7 E14

Christopher Norton

Jun 3, 2026

A promotional graphic layout with a yellow and black color scheme featuring black-and-white photography from a video interview. The left side displays a large panel showing a smiling, man in a suit and tie sitting in front of a podcast microphone. The bottom left features a solid yellow block with the slogan "BUILT TO CONQUER RISK®" in bold black text. The right side is split vertically into three smaller sections: a wide top frame showing a behind-the-scenes view of the two men sitting at an outdoor desk with cameras, a middle yellow block featuring a geometric interlocking logo next to the word "POTOMAC," and a bottom frame showing a close-up of the second speaker, a man with glasses and styled hair, smiling into his microphone.

Podcast

Video

Q2 Business Updates | Conquer Risk Podcast S7 E13

Christopher Norton

May 20, 2026

A YouTube video thumbnail for a podcast episode titled "CRUSHING SKULLS IN ASSET MANAGEMENT" from the "TALKING WEALTH" channel. The center features a colorful illustration of a smiling, bald man in a blue pinstripe suit sprinting while carrying a football, set against a stylized backdrop of the Washington Monument and the National Mall in Washington, D.C. In the bottom corners, real-life headshots of the two hosts or speakers flank the illustration: a man in a green quarter-zip sweater on the left and a man in a blue suit and tie on the right, both smiling in front of professional podcast microphones. A video duration timestamp of "32:44" is visible in the bottom right corner.

Video

Crushing Skulls in the Asset Management Biz

Manish Khatta

May 15, 2026

A promotional graphic layout with a light blue and black color scheme featuring black-and-white lifestyle and interview photography. The far-left column consists of a solid blue block containing the vertical text "BUILT TO CONQUER RISK®". The center section features a large upper frame showing a smiling, bearded man in a plaid blazer sitting in front of a podcast microphone, separated by a horizontal blue bar from a lower frame showing two empty studio microphones on a table against a wood-paneled wall. The right column includes a top frame of a laptop set up on a beach table, a middle frame of a laughing woman wearing headphones around her neck, and a bottom blue block containing a small black interlocking geometric logo.

Podcast

B$B Rebroadcast | Conquer Risk Podcast S7 E11

Manish Khatta

Apr 22, 2026

Podcast

Guardrails by Potomac | Conquer Risk Podcast S7 E10

Christopher Norton

Apr 8, 2026

A bright promotional graphic with a vibrant orange-to-yellow gradient background, featuring the stylized portraits of three speakers. From left to right, the painted headshots depict Emma Cary (a blonde woman smiling gently), Elliot Dornbusch (a man with short dark hair in a suit jacket), and Manish Khatta (a smiling, bald man with a beard in a blue suit). The main title at the top reads "HOW INSTITUTIONAL ALLOCATORS ARE USING AI TODAY" in bold white text, with the speakers' names printed neatly below their respective portraits.

Video

How Institutional Allocators Are Using AI Today

Manish Khatta

Apr 7, 2026

Podcast

Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast | S7 E7 Conquer Risk Podcast

Manish Khatta

Feb 25, 2026

Podcast

Why I Picked Up the Pen? | Conquer Risk Podcast S7 E5

Christopher Norton

Jan 28, 2026

Podcast

Video

Stacy Havener: The Mindset Behind Building a Business | Conquer Risk Podcast S7 E4

Christopher Norton

Jan 14, 2026

Podcast

Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta | Conquer Risk Podcast

Manish Khatta

Jan 7, 2026

A professional video thumbnail layout featuring a close-up profile portrait of Manish Khatta, a bald man with a short beard, who is smiling broadly and looking off-camera toward the right. He is wearing a dark blue windowpane plaid suit jacket over a beige crewneck sweater. The upper-left corner features large, bold white text reading "Bet On Yourself." A thin horizontal line separates this from a smaller caption below reading "Episode 114 with Manish Khatta." The "altruist" company logo is visible in white text in the bottom left corner against a dark, blurry background of indoor foliage.

Video

From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution

Manish Khatta

Dec 14, 2025

Podcast

Video

Industry Gossip (E29)

Christopher Norton

Dec 10, 2025

A serene digital painting of a distinct fork in a road winding through a vibrant green meadow. A single dirt path runs from the bottom foreground and splits evenly into two separate paths that curve away from each other toward the left and right. The central grassy hill is bathed in bright sunlight, while the dense, dark green forest lining the outer edges of the landscape remains cast in deep shadow.

Article

The Strategy, the Funds, the Funds, the Strategy

Manish Khatta

Apr 10, 2025

A graphic illustration featuring a large, stylized speech bubble against a solid orange background. The speech bubble is rendered in a vintage, comic-book pop-art style with heavy ink outlines and a blue-and-white halftone dot pattern shading its lower edge. Inside the bubble, bold black text reads "A MESSAGE FROM THE CEO." The entire background is lightly speckled with tiny black dots.

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Christopher meets with the CEO of Potomac Manish Khatta

Video

Who Are You? (E5) Manish Khatta

Christopher Norton

Dec 12, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

How I invest my money Cover

Article

How I Invest My Money

Manish Khatta

Mar 14, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Podcast

Video

Industry Gossip (E28) Schwab, Goldman Sachs, SmartX and more

Christopher Norton

Aug 4, 2023

Article

How We Manage Money to Reduce Risk

Manish Khatta

Jul 6, 2023

Podcast

Video

Industry Gossip (E27) InvestmentNews, Cetera, Pershing X, and more

Christopher Norton

Jun 16, 2023

Podcast

Video

Industry Gossip (E26) The Oracle, Envestnet, Nitrogen, and more

Christopher Norton

May 26, 2023

Podcast

Video

Industry Gossip (E25) Skience, Altruist, Beetlejuice, and more

Christopher Norton

Apr 28, 2023

Article

Potomac CEO spent nine months vetting RIA custodians

Manish Khatta

Mar 28, 2023

Podcast

Video

Industry Gossip (E24) Altruist, Orion, and Vise

Christopher Norton

Mar 10, 2023

Podcast

Video

Industry Gossip (E23) Schwab, Toews, Betterment, and More

Christopher Norton

Feb 24, 2023

Video

OCIO by Potomac Launch Day

Manish Khatta

Jan 10, 2023

Article

The Truth About the Killer Yield Curve

Manish Khatta

Dec 15, 2022

Podcast

Video

Industry Gossip (E22) SEC Crackdown, FTX, Arta, and More

Christopher Norton

Dec 2, 2022

Podcast

Video

Industry Gossip (E21) InvestmentNews, Elon Musk, Riskalyze, and More

Christopher Norton

Nov 11, 2022

Podcast

Video

Industry Gossip (E20) Kim Kardashian, Cash, Fractional Work, and More

Christopher Norton

Oct 7, 2022

Podcast

Video

Industry Gossip (E19) AdviceTech Live, Altruist, TDFs, and more

Manish Khatta

Sep 9, 2022

Article

Pros and Cons of Index Funds

Manish Khatta

Sep 1, 2022

Podcast

Video

Industry Gossip (E18) Envestnet, Adhesion, Blackrock, and more

Christopher Norton

Aug 12, 2022

Podcast

Video

Industry Gossip (E17) SMartX, Orion, TIFIN, and more

Christopher Norton

Jun 3, 2022

Podcast

Video

Industry Gossip (E16) Redtail, Twitter, Snappy Kraken, and more

Christopher Norton

May 3, 2022

Podcast

Video

Industry Gossip (E15) WealthOS, Goldman Sachs, Wealthbox, and more

Christopher Norton

Apr 15, 2022

Podcast

Video

Industry Gossip (E14) Onramp, Choir, Vise, and more

Christopher Norton

Mar 18, 2022

Podcast

Video

Industry Gossip (E13) Orion, Wealthfront, Research by Potomac, and more

Christopher Norton

Feb 18, 2022

Podcast

Video

Industry Gossip (E12) Facet Wealth, Skience, and more

Christopher Norton

Jan 21, 2022

Podcast

Video

Industry Gossip (E11) BasisCode, Morningstar, Docupace and more

Christopher Norton

Dec 2, 2021

Podcast

Video

Industry Gossip (E10) Future Proof, Healthpilot, Squid, and more.

Christopher Norton

Nov 5, 2021

Article

You Get What You Give: Why Advisors Are Losing the Race for Talent

Manish Khatta

Oct 22, 2021

Podcast

Video

Industry Gossip (E9) O'Shaughnessy, AssetMark, FiComm and more

Christopher Norton

Oct 1, 2021

Podcast

Video

Industry Gossip (E8) Texting, Riskalyze, Fall Events and more

Christopher Norton

Aug 31, 2021

Article

2021 Event Comeback Collapses as In-Person Events Cancel

Potomac

Aug 24, 2021

Article

Manish Khatta Recognized as a 2021 ThinkAdvisor LUMINARY for His Executive Leadership

Manish Khatta

Aug 19, 2021

Podcast

Video

Industry Gossip (E7) Carson Group, Dynasty, Schwab, and more

Christopher Norton

Aug 2, 2021

Podcast

Video

Industry Gossip (E6) Investopedia Top 100, RobustWealth and more

Christopher Norton

Jul 8, 2021

Podcast

Video

Industry Gossip (E5) Merrill Lynch, Snappy Kraken, Altruist and more

Christopher Norton

Jun 11, 2021

Article

Why Financial Advisor Communication is Broken (And What You Can Do to Fix It)

Manish Khatta

Jun 10, 2021

Article

Why This Asset Manager Wants to Send You Cereal

Manish Khatta

May 24, 2021

Podcast

Video

Industry Gossip (E4) Riskalyze, Berkshire Boys, and more.

Christopher Norton

May 14, 2021

Article

Goldman's Brand Could Be its Biggest Benefit-Or Achilles' Heel-in Attracting RIAs

Manish Khatta

May 14, 2021

Article

Customer service: The most boring, and important, aspect of your firm

Manish Khatta

Apr 19, 2021

Podcast

Video

Industry Gossip (E3) Rithotlz, Google, RevBuilder360, and more

Christopher Norton

Apr 16, 2021

Podcast

Video

Industry Gossip (E2) Hidden Levers, Apex, Walmart, and more

Christopher Norton

Mar 17, 2021

Article

After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal

Potomac

Feb 23, 2021

Podcast

Video

Industry Gossip (E1) TD, Testimonials, Vise, and more

Christopher Norton

Feb 12, 2021

Article

Why a New TAMP for Small RIAs Has a Months-Long Waitlist

Potomac

Jan 7, 2021

Article

Nineteen Predictions for Wealth Management in 2021

Potomac

Dec 24, 2020

Article

The Powerful Breadth Surge

Manish Khatta

Dec 11, 2020

Article

Victory Capital admits to 'leaking' AUM after Schwab acquires USAA wealth managers

Potomac

Nov 30, 2020

Article

Fintech: The Next Generation

Manish Khatta

Nov 19, 2020

Article

Robinhood allegedly implied a fiduciary duty to novice investors

Potomac

Nov 17, 2020

Article

Small nimble firms still have a lock on doing well and making a great living.

Manish Khatta

Oct 15, 2020

Article

Why We Started the Union Platform

Manish Khatta

Sep 24, 2020

Article

The Perfect Record of a Breadth Thrust

Manish Khatta

Aug 6, 2020

Showing slide 1 of 1
A podcast promotional graphic using a multi-panel grid layout with black-and-white photography and vibrant yellow accent blocks. A solid yellow vertical bar on the left displays "BUILT TO CONQUER RISK®️" in bold black text. The grid contains behind-the-scenes production photos: a top-center panel showing a smiling Asian host in a suit at a microphone; a bottom-center panel showing a bald host gesturing while speaking into a microphone; a middle-right panel of a host in glasses laughing at a desk with a laptop; and a top-right panel showing all three hosts standing together in front of a wall with a large 3D Potomac logo. A small black geometric logo rests on a yellow block in the bottom right corner.

Video

Podcast

From CIA Case Officer to EOS Business Coach | Conquer Risk Podcast S7 E19

Christopher Norton

Aug 26, 2026

A podcast promotional graphic utilizing a multi-panel grid layout with black-and-white photography and solid yellow accent blocks. A vertical yellow bar on the far left displays "BUILT TO CONQUER RISK®" in bold, black capital letters. The main grid features behind-the-scenes shots of a podcast production: a wide shot of two hosts in suits sitting at a curved marble counter with studio microphones; a close-up view of a camera monitor displaying one of the hosts; a bottom-center panel showing a bald host with his eyes closed having makeup applied; and a right panel of both hosts smiling and conversing at the counter. A small black geometric interlocking logo sits over a yellow block in the bottom right corner.

Video

Podcast

Q3 Business Update: Growth, Pivots, and What Comes Next | Conquer Risk Podcast S7 E18

Christopher Norton

Aug 12, 2026

A podcast title graphic utilizing a multi-panel grid layout with black-and-white photography and vibrant blue accent blocks. A solid blue vertical bar on the far left contains the text "BUILT TO CONQUER RISK®" in bold, black capital letters. The main content is split into rectangular panels: a large top photo of a smiling, bearded bald man in a plaid blazer talking into a studio microphone; a bottom photo of two empty broadcast microphones against a wood-paneled wall; a top-right panel displaying the script logo "Rainmaker PODCAST"; a middle-right headshot of a smiling man with styled hair; and a bottom-right blue block displaying a dark geometric interlocking logo.

Podcast

Built to Conquer Risk... and Create Content! | Conquer Risk Podcast S7 E17

Manish Khatta

Jul 22, 2026

A bright, daytime outdoor photograph of two men walking side-by-side along a paved pathway, with the Golden Gate Bridge visible in the distant background. On the left, a man with styled brown hair and sunglasses smiles broadly while wearing a brown, utility-style jacket with large front pockets over a dark shirt. On the right, a bald man with a beard and aviator sunglasses looks slightly downward with a smile, dressed in a blue plaid suit jacket, a blue button-down shirt, and a yellow patterned tie. The background features green hills, lush coastal shrubbery, and a blue sky with light clouds behind the iconic red suspension bridge towers.

Video

Who Are You? (E14) Christopher Norton

Christopher Norton

Jun 11, 2026

A multi-panel promotional graphic featuring black-and-white podcast video stills arranged in a grid separated by thick black borders and solid yellow accent blocks. A vertical yellow bar on the far left contains the bold black text "BUILT TO CONQUER RISK®". The largest video pane at the top center shows a bald man in a suit and striped tie speaking into a studio microphone while gesturing toward a small bobblehead on the desk. Other panes feature close-up details of a desk with a toy car, a side profile of a man wearing glasses speaking into a microphone, and a wider shot of both men interacting in the studio. A small black geometric logo sits in the lower-right yellow accent block.

Podcast

Helping Advisors Unlock 401(k), 403(b), and 457 Assets with SDBAs | Conquer Risk Podcast S7 E14

Christopher Norton

Jun 3, 2026

A promotional graphic layout with a yellow and black color scheme featuring black-and-white photography from a video interview. The left side displays a large panel showing a smiling, man in a suit and tie sitting in front of a podcast microphone. The bottom left features a solid yellow block with the slogan "BUILT TO CONQUER RISK®" in bold black text. The right side is split vertically into three smaller sections: a wide top frame showing a behind-the-scenes view of the two men sitting at an outdoor desk with cameras, a middle yellow block featuring a geometric interlocking logo next to the word "POTOMAC," and a bottom frame showing a close-up of the second speaker, a man with glasses and styled hair, smiling into his microphone.

Podcast

Video

Q2 Business Updates | Conquer Risk Podcast S7 E13

Christopher Norton

May 20, 2026

A YouTube video thumbnail for a podcast episode titled "CRUSHING SKULLS IN ASSET MANAGEMENT" from the "TALKING WEALTH" channel. The center features a colorful illustration of a smiling, bald man in a blue pinstripe suit sprinting while carrying a football, set against a stylized backdrop of the Washington Monument and the National Mall in Washington, D.C. In the bottom corners, real-life headshots of the two hosts or speakers flank the illustration: a man in a green quarter-zip sweater on the left and a man in a blue suit and tie on the right, both smiling in front of professional podcast microphones. A video duration timestamp of "32:44" is visible in the bottom right corner.

Video

Crushing Skulls in the Asset Management Biz

Manish Khatta

May 15, 2026

A promotional graphic layout with a light blue and black color scheme featuring black-and-white lifestyle and interview photography. The far-left column consists of a solid blue block containing the vertical text "BUILT TO CONQUER RISK®". The center section features a large upper frame showing a smiling, bearded man in a plaid blazer sitting in front of a podcast microphone, separated by a horizontal blue bar from a lower frame showing two empty studio microphones on a table against a wood-paneled wall. The right column includes a top frame of a laptop set up on a beach table, a middle frame of a laughing woman wearing headphones around her neck, and a bottom blue block containing a small black interlocking geometric logo.

Podcast

B$B Rebroadcast | Conquer Risk Podcast S7 E11

Manish Khatta

Apr 22, 2026

Podcast

Guardrails by Potomac | Conquer Risk Podcast S7 E10

Christopher Norton

Apr 8, 2026

A bright promotional graphic with a vibrant orange-to-yellow gradient background, featuring the stylized portraits of three speakers. From left to right, the painted headshots depict Emma Cary (a blonde woman smiling gently), Elliot Dornbusch (a man with short dark hair in a suit jacket), and Manish Khatta (a smiling, bald man with a beard in a blue suit). The main title at the top reads "HOW INSTITUTIONAL ALLOCATORS ARE USING AI TODAY" in bold white text, with the speakers' names printed neatly below their respective portraits.

Video

How Institutional Allocators Are Using AI Today

Manish Khatta

Apr 7, 2026

Podcast

Potomac CEO Manish Khatta featured on Altruist’s Advisor Journey Podcast | S7 E7 Conquer Risk Podcast

Manish Khatta

Feb 25, 2026

Podcast

Why I Picked Up the Pen? | Conquer Risk Podcast S7 E5

Christopher Norton

Jan 28, 2026

Podcast

Video

Stacy Havener: The Mindset Behind Building a Business | Conquer Risk Podcast S7 E4

Christopher Norton

Jan 14, 2026

Podcast

Top Ten Lessons Learned in 2025 from Potomac CEO Manish Khatta | Conquer Risk Podcast

Manish Khatta

Jan 7, 2026

A professional video thumbnail layout featuring a close-up profile portrait of Manish Khatta, a bald man with a short beard, who is smiling broadly and looking off-camera toward the right. He is wearing a dark blue windowpane plaid suit jacket over a beige crewneck sweater. The upper-left corner features large, bold white text reading "Bet On Yourself." A thin horizontal line separates this from a smaller caption below reading "Episode 114 with Manish Khatta." The "altruist" company logo is visible in white text in the bottom left corner against a dark, blurry background of indoor foliage.

Video

From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution

Manish Khatta

Dec 14, 2025

Podcast

Video

Industry Gossip (E29)

Christopher Norton

Dec 10, 2025

A serene digital painting of a distinct fork in a road winding through a vibrant green meadow. A single dirt path runs from the bottom foreground and splits evenly into two separate paths that curve away from each other toward the left and right. The central grassy hill is bathed in bright sunlight, while the dense, dark green forest lining the outer edges of the landscape remains cast in deep shadow.

Article

The Strategy, the Funds, the Funds, the Strategy

Manish Khatta

Apr 10, 2025

A graphic illustration featuring a large, stylized speech bubble against a solid orange background. The speech bubble is rendered in a vintage, comic-book pop-art style with heavy ink outlines and a blue-and-white halftone dot pattern shading its lower edge. Inside the bubble, bold black text reads "A MESSAGE FROM THE CEO." The entire background is lightly speckled with tiny black dots.

Article

A Message From the CEO

Manish Khatta

Feb 20, 2025

Christopher meets with the CEO of Potomac Manish Khatta

Video

Who Are You? (E5) Manish Khatta

Christopher Norton

Dec 12, 2024

Walk with Swagger Cover

Article

If you are going to walk, walk with Swagger

Manish Khatta

Jun 20, 2024

The Next Frontier For Advisor Growth Cover

Article

The Next Frontier for Financial Advisor Growth

Manish Khatta

Apr 4, 2024

How I invest my money Cover

Article

How I Invest My Money

Manish Khatta

Mar 14, 2024

Eat-Own-Cooking Cover a large kitchen

Article

Does your investment manager "eat their own cooking?"

Manish Khatta

Feb 22, 2024

Building a Successful RIA wiht Robot at a desk using a computer

Article

Building a Successful RIA

Manish Khatta

Feb 15, 2024

Man in suit and space helmet blasting off

Article

How Financial Advisors Can 10x Their Firm

Manish Khatta

Feb 6, 2024

Podcast

Video

Industry Gossip (E28) Schwab, Goldman Sachs, SmartX and more

Christopher Norton

Aug 4, 2023

Article

How We Manage Money to Reduce Risk

Manish Khatta

Jul 6, 2023

Podcast

Video

Industry Gossip (E27) InvestmentNews, Cetera, Pershing X, and more

Christopher Norton

Jun 16, 2023

Podcast

Video

Industry Gossip (E26) The Oracle, Envestnet, Nitrogen, and more

Christopher Norton

May 26, 2023

Podcast

Video

Industry Gossip (E25) Skience, Altruist, Beetlejuice, and more

Christopher Norton

Apr 28, 2023

Article

Potomac CEO spent nine months vetting RIA custodians

Manish Khatta

Mar 28, 2023

Podcast

Video

Industry Gossip (E24) Altruist, Orion, and Vise

Christopher Norton

Mar 10, 2023

Podcast

Video

Industry Gossip (E23) Schwab, Toews, Betterment, and More

Christopher Norton

Feb 24, 2023

Video

OCIO by Potomac Launch Day

Manish Khatta

Jan 10, 2023

Article

The Truth About the Killer Yield Curve

Manish Khatta

Dec 15, 2022

Podcast

Video

Industry Gossip (E22) SEC Crackdown, FTX, Arta, and More

Christopher Norton

Dec 2, 2022

Podcast

Video

Industry Gossip (E21) InvestmentNews, Elon Musk, Riskalyze, and More

Christopher Norton

Nov 11, 2022

Podcast

Video

Industry Gossip (E20) Kim Kardashian, Cash, Fractional Work, and More

Christopher Norton

Oct 7, 2022

Podcast

Video

Industry Gossip (E19) AdviceTech Live, Altruist, TDFs, and more

Manish Khatta

Sep 9, 2022

Article

Pros and Cons of Index Funds

Manish Khatta

Sep 1, 2022

Podcast

Video

Industry Gossip (E18) Envestnet, Adhesion, Blackrock, and more

Christopher Norton

Aug 12, 2022

Podcast

Video

Industry Gossip (E17) SMartX, Orion, TIFIN, and more

Christopher Norton

Jun 3, 2022

Podcast

Video

Industry Gossip (E16) Redtail, Twitter, Snappy Kraken, and more

Christopher Norton

May 3, 2022

Podcast

Video

Industry Gossip (E15) WealthOS, Goldman Sachs, Wealthbox, and more

Christopher Norton

Apr 15, 2022

Podcast

Video

Industry Gossip (E14) Onramp, Choir, Vise, and more

Christopher Norton

Mar 18, 2022

Podcast

Video

Industry Gossip (E13) Orion, Wealthfront, Research by Potomac, and more

Christopher Norton

Feb 18, 2022

Podcast

Video

Industry Gossip (E12) Facet Wealth, Skience, and more

Christopher Norton

Jan 21, 2022

Podcast

Video

Industry Gossip (E11) BasisCode, Morningstar, Docupace and more

Christopher Norton

Dec 2, 2021

Podcast

Video

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A podcast promotional graphic using a multi-panel grid layout with black-and-white photography and vibrant yellow accent blocks. A solid yellow vertical bar on the left displays "BUILT TO CONQUER RISK®️" in bold black text. The grid contains behind-the-scenes production photos: a top-center panel showing a smiling Asian host in a suit at a microphone; a bottom-center panel showing a bald host gesturing while speaking into a microphone; a middle-right panel of a host in glasses laughing at a desk with a laptop; and a top-right panel showing all three hosts standing together in front of a wall with a large 3D Potomac logo. A small black geometric logo rests on a yellow block in the bottom right corner.

Video

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From CIA Case Officer to EOS Business Coach | Conquer Risk Podcast S7 E19

Christopher Norton

Aug 26, 2026

A podcast promotional graphic utilizing a multi-panel grid layout with black-and-white photography and solid yellow accent blocks. A vertical yellow bar on the far left displays "BUILT TO CONQUER RISK®" in bold, black capital letters. The main grid features behind-the-scenes shots of a podcast production: a wide shot of two hosts in suits sitting at a curved marble counter with studio microphones; a close-up view of a camera monitor displaying one of the hosts; a bottom-center panel showing a bald host with his eyes closed having makeup applied; and a right panel of both hosts smiling and conversing at the counter. A small black geometric interlocking logo sits over a yellow block in the bottom right corner.

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Q3 Business Update: Growth, Pivots, and What Comes Next | Conquer Risk Podcast S7 E18

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Aug 12, 2026

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Who Are You? (E14) Christopher Norton

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A promotional graphic layout with a yellow and black color scheme featuring black-and-white photography from a video interview. The left side displays a large panel showing a smiling, man in a suit and tie sitting in front of a podcast microphone. The bottom left features a solid yellow block with the slogan "BUILT TO CONQUER RISK®" in bold black text. The right side is split vertically into three smaller sections: a wide top frame showing a behind-the-scenes view of the two men sitting at an outdoor desk with cameras, a middle yellow block featuring a geometric interlocking logo next to the word "POTOMAC," and a bottom frame showing a close-up of the second speaker, a man with glasses and styled hair, smiling into his microphone.

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A YouTube video thumbnail for a podcast episode titled "CRUSHING SKULLS IN ASSET MANAGEMENT" from the "TALKING WEALTH" channel. The center features a colorful illustration of a smiling, bald man in a blue pinstripe suit sprinting while carrying a football, set against a stylized backdrop of the Washington Monument and the National Mall in Washington, D.C. In the bottom corners, real-life headshots of the two hosts or speakers flank the illustration: a man in a green quarter-zip sweater on the left and a man in a blue suit and tie on the right, both smiling in front of professional podcast microphones. A video duration timestamp of "32:44" is visible in the bottom right corner.

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Crushing Skulls in the Asset Management Biz

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A professional video thumbnail layout featuring a close-up profile portrait of Manish Khatta, a bald man with a short beard, who is smiling broadly and looking off-camera toward the right. He is wearing a dark blue windowpane plaid suit jacket over a beige crewneck sweater. The upper-left corner features large, bold white text reading "Bet On Yourself." A thin horizontal line separates this from a smaller caption below reading "Episode 114 with Manish Khatta." The "altruist" company logo is visible in white text in the bottom left corner against a dark, blurry background of indoor foliage.

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meet the other leaders

Jeff Goodnow

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Christopher Norton

Chief Marketing Officer

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Will Gray

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© 2026 Potomac Fund Management, Inc. All Rights Reserved.

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(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

Our Story

People of Potomac

Life at Potomac

Careers

Events

Blog

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc. All Rights Reserved.

Privacy Policy

(301) 901-3466

7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814

company

Our Story

People of Potomac

Life at Potomac

Careers

Events

Blog

Contact

Solutions

Strategies

Guardrails

Funds

Union

TAMP

SDBA

Resources

ADV Part 2

ADV Part 3

GIPS® Report

Disclosures

© 2026 Potomac Fund Management, Inc.

All Rights Reserved.

Privacy Policy