Director of Operations
Kaitlyn
Humphries
LEARN MORE
31
Books read
this year
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
The Next Frontier
for Financial Advisor Growth
While the industry is yelling at you about content, blogs, SEO, email marketing, social media, podcasts, etc., it’s time to start…
Guardrails
8-Bit Version
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating…
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
Kaitlyn oversees the back office, trading, and billing for Potomac. She has a passion for creating efficient solutions for both her team and the advisors they service. Kaitlyn believes in the power of exceptional service and aims at raising the bar.
Enjoyer of yoga, interior design, audiobooks, the water, and lists.
- SUSHI 88%
- TACOS 93%
- Charcuterie 79%
CONNECT WITH ME!
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@kaipoww