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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.

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Manish Khatta

Chief Executive Officer
Chief Investment Officer

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Dan Russo, CMT®

Portfolio Manager
Director of Research

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Justin Long

Chief Compliance Officer

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Jennifer Burton

Chief Operations Officer

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Kaitlyn Powers

Director of Operations

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Annie Watson

Operations Associate

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Suzanne Knobel

Operations Associate

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Jeff Goodnow

Chief Growth Officer

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Gary Shilman

Director of Key Accounts

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Brian Dumonte

Regional Business Consultant
Northwest

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Mark Ruhe

Regional Business Consultant
North Central

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Jonathan Ciampa

Regional Business Consultant
Northeast

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Jack Fecko

Regional Business Consultant
Southwest

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Michael Rogers

Regional Business Consultant
South Central

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Philip Buffery

Regional Business Consultant
Southeast

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Emilio Estrada

Business Development Associate
Western Regions

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Chase Smith

Business Development Associate
Northern Regions

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Shelly Brockman

Business Development Associate
Southeast Region

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Christopher Norton

Chief Marketing Officer

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Martina Beda

Creative Associate

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Nick McDaniel

Project Management Associate

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Remy Flig

Digital Marketing Associate

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Ahne Fabie

Marketing Associate

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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