Potomac fund management was built to conquer risk™
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.
Our people give us the drive, the experience, and the passion to bring you an unparalleled RIA experience.
Manish Khatta
Chief Executive Officer
Chief Investment Officer
Dan Russo, CMT®
Portfolio Manager
Director of Research
Justin Long
Chief Compliance Officer
Jennifer Burton
Chief Operations Officer
Kaitlyn Powers
Director of Operations
Annie Watson
Operations Associate
Suzanne Knobel
Operations Associate
Jeff Goodnow
Chief Growth Officer
Gary Shilman
Director of Key Accounts
Brian Dumonte
Regional Business Consultant
Northwest
Mark Ruhe
Regional Business Consultant
North Central
Jonathan Ciampa
Regional Business Consultant
Northeast
Jack Fecko
Regional Business Consultant
Southwest
Michael Rogers
Regional Business Consultant
South Central
Philip Buffery
Regional Business Consultant
Southeast
Emilio Estrada
Business Development Associate
Western Regions
Chase Smith
Director of Business
Development Associates
Shelly Brockman
Business Development Associate
Southeast Region
Christopher Norton
Chief Marketing Officer
Martina Beda
Creative Associate
Nick McDaniel
Project Management Associate
Remy Flig
Digital Marketing Associate
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