Director of Internal Sales
Chase Smith
A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
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105
DISC GOLF
COURSES
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.
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.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Chase Smith is laser focused on helping advisors find the right fit. Working to understand advisors’s goals, business structure, and needs, he curates solutions that improve their client’s experience.
Great Lakes >
- playing or watching sports 93%
- craft beer 72%
- iced coffee 85%
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@CHASESMITH