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!
Manish Khatta
President / Chief Investment Officer
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!
Jennifer Burton
Director of Advisor Experience
My family is fortunate enough to spend our free-time fishing, crabbing, and kayaking along the Chesapeake Bay.
Christopher Norton
Director of Marketing
Laugh hard, run fast, be kind. I love classic cars so much that I am currently pursuing my pilot’s license.
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!
Kyle Happe
Operations Associate
If we aren’t at a baseball field we are spending time with family or friends.
Mark Palamaras
Investment Committee Consultant
I grew up in a flat landscape, but there was always something about the mountain lifestyle that appealed to me.
Ann Zemann
Chief Compliance Officer
You’ll find me watching football, managing a fantasy team, watching recruiting videos of potential new Nebraska players.
"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.