Operations Associate
Annie Watson
Lover of the outdoors and anything on the water. Annie enjoys going on adventures with her family, and spending time with her dogs.
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64
Puppies
raised
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…
Having experience within multiple roles in the RIA structure, Annie has found her passion to be on the Operations side with a passion for advisor experience and client relationships.
- Fishing 98%
- Jet Skiing 83%
- Dog Mom Extraordinaire 100%
CONNECT WITH ME!
DM < EMAIL
@anniewatson