by Kaitlyn Humphries | Apr 29, 2022 | Jen, Kaitlyn, Podcasts
Ops is back with another episode of Drinks Well with Operations to discuss the financial planning tools inside our investor...
by Manish Khatta | Apr 12, 2022 | Christopher, Jeff, Jen, Manish, Podcasts
From the release of our research product to the addition of our new project manager, the first quarter of 2022 has been a productive one. Our leadership team sits down to discuss all that we’ve accomplished, and more importantly, what each department has planned for...
by Christopher Norton | Apr 1, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a...
by Jennifer Burton | Feb 11, 2022 | Jen, Kaitlyn, Podcasts
Ops is back with another episode of Drinks Well with Operations to discuss our newly launched Union user...
by Jennifer Burton | Feb 10, 2022 | Advisors, Jen
Sixteen years ago, our operations department looked like a standard office—walls of file cabinets, copiers, printers, fax machines, mailing materials, paper checklists. Today, all these technologies are antiquated, and, in Potomac’s case, so is an actual office. We’re...
by Manish Khatta | Jan 18, 2022 | Christopher, Jeff, Jen, Manish, Podcasts
The OGs sit down to discuss all we’ve accomplished in 2021, and more importantly, what each department has planned for the year...
