Potts and McAraw, a fee-based wealth management firm, have more than $866 million in assets under management. The addition brings the total recruited assets under management for Northstar Wealth Partners to nearly $2 billion.
Potts has over 16 years of experience, all specializing in fee-based management and financial planning. He was previously affiliated with Essex Financial Services. Potts holds a bachelor’s degree from Ithaca College.
McAraw has 20 years experience in financial services, launching his career as a trader for a hedge fund working in both New York and San Francisco. He spent the past 15 years affiliated with Essex Financial Services and has completed extensive advanced brokerage training. McAraw holds a bachelor’s degree from Seton Hall University.
The team will continue to practice with the direct support of their client service specialists, Colin Dugan and Amy Lawler.