Education Associate
West Region
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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60
DISC GOLF
COURSES
Education Station (E1)
Insight by Potomac
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database.
Introducing
The OGs (E1)
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
Potomac Couch (E5)
The One with Our Spouses
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Book Club (E4)
Crush It!
Lessons from Crush It!: Why NOW Is the Time to Cash In on Your Passion, the legendary book from Gary Vaynerchuk.
Financial Planning in the New Age
(S4 E24)
Potomac Fund Management’s TAMP, the Union UMA, now features a dynamic financial planning tool available for both desktop and mobile.
Good as Hell
(S4 E23)
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
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