Chief Growth Officer
Beyond Family, Faith and Friends – Jeff loves to fish, golf and was formerly an SCCA Road Race Car driver for his adrenaline fix.
THE NUMBER OF
MY RACE CAR.
The Financial Crisis Taught Investors What They
Didn’t Learn in Investing 101
Investors should pay attention to the magnitude of losses, because of the time it takes to recover from these kinds of extreme losses.
A Message From
The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day.
Technical Analysis 101:
The Advance/Decline Line
Simply put, the A/D Line is perhaps the best way to gauge the market’s overall health. It’s typically used for an entire index…
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
Why Advisors Need
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
OCIO by Potomac
After increasing demand from RIAs, large OSJs, and TAMPs, we’re launching our newest product offering, OCIO by Potomac.
Most of Jeff’s career has been spent doing diligence on strategists & helping advisors put multiple strategists together for an improved client experience.
His mantra has always been “Education is the key to success”.
- HANDYMAN 75% 75%
- FISHING ADDICT 100% 100%
- CORVETTE JUNKIE 82% 82%
CONNECT WITH ME!
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