Manish Khatta  | President/Portfolio Manager

Manish Khatta

Story

I graduated from the University of Maryland with a degree in Finance (Go Terps!). My first real job was with Potomac Fund Management. I started right after college and, truth be told, I chose Potomac mainly because I had no clue what I wanted to do with my life. They say at a small company you have to wear a lot of hats - I have definitely worn my fair share. Over the many years of helping advisors streamline their businesses, this job became a career.

 

I am passionate about the small business story, because of the personal interactions and friends made along the journey. If I have the choice between a big box store or a small local shop, I’ll go local every time. Multi-step automated phone systems drive me insane. I am the person that hits the zero button right away so I can speak to a human being. If I get transferred more than three times, I tend to hang up the phone.

 

Lately, working out has become a big part of my life because I want to be a healthier person, not only for myself, but for my wife and daughter. I think health and fitness help me be a better person in business and in my personal relationships.

 

Being born and raised in Maryland means I put Old Bay on everything, and if you don’t like blue crabs...we just can’t be friends. Even though I love where I am from, I recently moved to Florida because, frankly, winter sucks. Nothing beats a good beach and an ocean breeze!

How do the owners of Potomac invest their money?

LEARN HOW

Bachelor of Science degree in Finance
FINRA Series 65 license

FIND OUT HOW WE CAN HELP YOU

LET'S TALK