Meet the Team

Potomac was founded in 1987 and since then we’ve seen a little of everything. This history gives us perspective, just as our people give us the drive, the expertise, and the passion to deliver an unparalleled RIA experience for advisors. Say hello!

Investments

Manish Khatta

Manish Khatta

President / CIO

Being born and raised in Maryland means I put Old Bay on everything – if you don’t like blue crabs…we just can’t be friends.

Jeff Goodnow

Jeff Goodnow

Director of Advisor Education

Faith, family, and friends are our priorities, and that doesn’t include “stuff.” Our lifestyle is now full-time RV living!

Dan Russo

Dan Russo

Portfolio Manager

When not buried in charts, I can be found with family, coming up with interesting food and wine pairings and recently took up tennis.

Mark Palamaras

Mark Palamaras

IC Consultant

I grew up in a flat landscape, but there was always something about the mountain lifestyle that appealed to me.

Operations

Jennifer Burton

Jennifer Burton

Director of Advisor Experience

My family is fortunate enough to spend our free-time fishing, crabbing, and kayaking along the Chesapeake Bay.

Kaitlyn Humphries

Kaitlyn Humphries

Operations Associate

Our favorite activities are going out on the boat, going to the beach, laying out by the pool, and movie nights!

Chelsea Newcomb

Chelsea Newcomb

Operations Associate

You can find our family out enjoying everything the Eastern Shore of Maryland has to offer!

Jamie Cardona

Jamie Cardona

Operations Associate

I enjoy traveling, camping, dancing, and spending time with family and friends.

Marketing

Christopher Norton

Christopher Norton

Director of Marketing

California wilderness explorer and over-the-top fatherhood film producer.
Laugh hard, run fast, be kind.

Martina Beda

Martina Beda

Content Associate

Sports, friends, and family is everything for me. I enjoy hiking, traveling, and spending time with my two cats.

Jordan Cordiner

Jordan Cordiner

Engagement Associate

I love my family, basketball, and traveling – in that order! Born and raised in the Pacific Northwest.

"Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life."

– Amy Poehler

Ready to Connect?

The team at Potomac is passionate about one thing, conquering risk. Let’s talk about what that can mean for you.