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
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
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
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
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
Director of Advisor Experience
My family is fortunate enough to spend our free-time fishing, crabbing, and kayaking along the Chesapeake Bay.
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
Operations Associate
You can find our family out enjoying everything the Eastern Shore of Maryland has to offer!
Jamie Cardona
Operations Associate
I enjoy traveling, camping, dancing, and spending time with family and friends.
Marketing
Christopher Norton
Director of Marketing
California wilderness explorer and over-the-top fatherhood film producer.
Laugh hard, run fast, be kind.
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
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."
Ready to Connect?
The team at Potomac is passionate about one thing, conquering risk. Let’s talk about what that can mean for you.