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Articles by Potomac

Turn of the Month Effect

Turn of the Month Effect

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Seasonality is a broad concept that can be analyzed in many ways. One common approach is to examine the average…

Manish Khatta
CEO and Chief Investment Officer

Manish Khatta

Manish Khatta is a quant! A true math geek, he has spent his career creating and refining trading strategies built on mathematical computations and number crunching. He is a staunch believer that investment risk is something that can be contained, and conquered, using quantitative trading systems.

Manish is a lifelong Potomac employee who started with the firm after college and programmed the initial work behind Potomac’s mechanical trading systems. Fast-forward to today, and he now serves as CEO/CIO of Potomac and oversees each silo of the business, which includes Investment Strategies, Mutual Funds, FinTech, and Institutional Research.

Jeff Goodnow
Chief Growth Officer

Jeff Goodnow

Jeff Goodnow is the Chief Growth Officer of Potomac. With a career dedicated to advisory services, he has developed comprehensive due diligence and research processes designed to assist advisors in constructing tailored investment strategies that enhance the client experience. In his current role as Outsourced Chief Investment Officer (OCIO) for our advisor-clients, Jeff leverages his extensive expertise to evaluate and integrate a wide range of strategies. His focus is on identifying the optimal combination of approaches—those aimed at delivering competitive returns, minimizing maximum drawdown, and ensuring robust investment coverage aligned with the prevailing market conditions.

Dan Russo, CMT®
Portfolio Manager and Director of Research

Dan Russo

Dan Russo is a Portfolio Manager and Director of Research at Potomac. His primary responsibilities include conducting in-depth technical and quantitative analysis, structuring ETF portfolios based on this analysis, and providing ongoing written commentary to the firm's financial advisor clients. He has over 24 years of experience in the securities industry. He holds an MBA in Finance from Fordham University in New York City and a Bachelor of Science in Finance from Long Island University, C.W. Post. In 2012, he earned the Chartered Market Technician (CMT) designation, further enhancing his expertise in market analysis.

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