The People Who Make It Happen

In being small and nimble, it's not about the size of our team but the depth of our abilities.
We have hired well, allowing our team to focus on the advisor-centric and rewarding parts of our business.

MANISH KHATTA
President / Portfolio Manager

MARK PALAMARAS
Portfolio Manager

ANN ZEMANN
Chief Compliance Officer

JENNIFER BURTON
Operations Manager

KAITLYN HUMPHRIES
Operations Associate

JEFF GOODNOW
National Sales Manager

ANDY BAUER
Director of Marketing

LEARN WHAT POTOMAC CAN DO FOR YOU

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