Potter comes to the firm with experience in investment manager due diligence, optimizing strategic and tactical asset allocations, and conducting and publishing market research. He most recently served as an Institutional Consulting Analyst with Graystone Consulting, the institutional business unit of Morgan Stanley Smith Barney.
Potter earned his B.A. in Economics from the University of Rochester and an M.B.A. with concentrations in Corporate Finance and Computers & Information Systems from the University of Rochester’s William E. Simon School of Business. He holds the Series 7 and Series 66 licenses from the NASD, as well as the Accredited Investment Fiduciary designation from the Center of Fiduciary studies.