Potomac fund management was built to conquer risk

The year was 1987, and the world was ready for active risk management.

Potomac is a registered investment advisor founded in 1987. Our firm is a pioneer in active risk-managed investing with the experience and expertise to help clients align the correct allocation for any given market condition. Potomac understands that every investor is unique, but each want to avoid catastrophic losses.

Over 35 years later, we’re still at it.

We offer a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs.

This is also why we designed our strategies to help limit devastating losses that can be hard to recover from. Our strategies are managed by a team of tenured investment professionals led by our firm’s CEO/CIO, Manish Khatta, along with Dan Russo, CMT, and Jeff Goodnow.

Just do the right thing, and the rest will take care of itself.

MANISH KHATTA

Our people give us the drive, the experience, and the passion to bring you an unparalleled RIA experience.

Leadership Team

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Manish Khatta

Chief Executive Officer
Chief Investment Officer

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Jennifer Burton

Chief Operations Officer

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Jeff Goodnow

Chief Growth Officer

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Christopher Norton

Chief Marketing Officer

Research

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Dan Russo, CMT®

Portfolio Manager
Director of Research

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Tyler Lovingood

Research Associate

Operations

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Kaitlyn Humphries

Director of Operations

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Suzanne Knobel

Operations Associate

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Annie Watson

Operations Associate

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Kolby White

Operations Associate

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Justin Long

Chief Compliance Officer

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Nick McDaniel

Chief of Staff

Marketing

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Martina Beda

Creative Associate

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Fallon Goode

Events Associate

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Lucy Mavrick

Communications Associate

Sales

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Michael Rogers

Director of External Sales

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Chase Smith

Director of Internal Sales

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Colette Beaumont

Internal Sales

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Jonathan Ciampa

External Sales

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Emilio Estrada

Internal Sales

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Jack Fecko

External Sales

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Jon Ferraiolo

Internal Sales

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Anthony Gonzales

External Sales

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Bruce Perwien

Internal Sales

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Hunter Reynolds

Internal Sales

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Mark Ruhe

External Sales

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

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