Our Team

Mark is responsible for the strategic growth of Potomac and overall direction of the investment decisions.

He is a Certified Financial Planner and has been a student of economic forecasting for his entire professional career. His wealth of knowledge and background in planning give him unique insight into the markets and how trends can be used to the advantage of Potomac's clients.

After joining Potomac as a trader in 1991, Mark went on to master all aspects of the business. The challenges present in the industry enabled Mark to hone his investment management skills and embark upon a successful career as Potomac's President.

A passion for the outdoors — especially skiing — has inspired Mark to spend much of his free time as a youth ski instructor across the country.

Mark is a graduate of Frostburg State University, where he earned a Bachelor of Science degree in Finance.

In addition to serving on the Investment Committee, Manish plays a vital role in the day-to-day management and overall growth of the firm.

As the main contact with custodians and mutual funds, Manish is responsible for investment screening and selection. With the use of in-depth proprietary software, in addition to interviewing the mutual fund managers, Manish helps Potomac select the very best investments on a risk-to-reward basis.

In his spare time, Manish enjoys playing golf and supporting his favorite football team, the Washington Redskins!

Manish is a graduate of University of Maryland-College Park, where he earned a Bachelor of Science degree in Finance.

Rich is an active member of the Investment Committee and, through a license agreement with Potomac, supplies analysis, research, and judgment to the money management process.

Rich's career began in the 1960s as an engineer, where his expertise and interest in testing, analyzing and improving the accuracy of ballistic missile delivery systems provided the basis for development of the computer aided risk/reward analysis that are fundamental to the techniques used in Potomac's asset management strategies.

Having begun investing in mutual funds in the late sixties, Rich became disillusioned with the stock market after the 1970s bear market. Upon opening his IRA in 1979, he began successfully applying and refining his active risk management techniques to provide a more stable and superior risk-adjusted return.

The success he had in managing money for others, and with his own IRA, led to his formation of Potomac Fund Management in 1987.

Outside of the investment world, Rich is an avid tennis player and reef aquarist, collecting and preserving fish and coral specimens from around the world.

He also volunteers, mentoring young students who have an interest in mathematics.

Rich is a graduate of New York University, holding a Bachelor of Science degree in Electrical Engineering.

Martha is involved in many different roles within the firm. She handles trading, billing, transactions, performance reporting, and overseas operational and compliance tasks.

Martha earned her B.S. in Mechanical Engineering from Virginia Tech in 2003, and her MBA from Georgetown University in 2006. Before joining Potomac, she worked in engineering and marketing at small to medium-sized manufacturers.

In her spare time, Martha enjoys spending time on the water with her family, and during the summer she races Log Canoes, antique wooden sailboats indigenous to the Chesapeake Bay.

Jennifer is our key contact for assisting new representatives with the account opening process, and getting them started on our platform.

She also provides back-up trading support to our Operations Manager, assists broker dealers with their due diligence, and coordinates our GIPS verification process.

With her background in manufacturing sales and marketing, Jennifer is able to enhance the relationships between Potomac and our representatives.

She is a graduate of Salisbury State University, and completed graduate work toward her MBA at the University of Maryland.

In her spare time, Jennifer enjoys spending time with her family and traveling.

Kendle handles a variety of day-to-day tasks that enable Potomac to run smoothly and efficiently. She is responsible for processing new account paperwork and following up with representatives as needed.

In addition, she plays an integral role in our operations as support to the other team members.

In her spare time, Kendle enjoys working in her garden. She is an avid reader, and takes classes at Chesapeake Community College.

Prior to joining Potomac Fund Management John served as Managing Partner of AdvisorMark Distribution. John has more than 20 years of experience in the financial services industry as an insurance executive, a registered representative and a certified sales trainer.

From 2000 to 2009 John served as Director and AVP of Strategic Business for Security Benefit. John was responsible for key account development with independent broker dealers and Third Party Investment Advisors (TPIAs). He served as the liaison between these relations and Security Benefit's Advisory Wholesaler Team.

John also worked for Americo Financial Life, VALIC and American Century Funds. His roles with these organizations covered management, marketing and communications, product development, qualified plan and retail sales as well as sales training.

John graduated from the University of Missouri, Kansas City with a BA in business administration. His professional affiliations include the American Marketing Association, National Association of Active Investment Managers (NAAIM), and the American Society for Training and Development (ASTD).

John currently resides in Houston, TX with his wife and kids. He enjoys playing racquetball, cooking and listening to music.

Patrick is a seasoned sales and business professional with over 18 years of experience in the financial services industry. He has become a trusted advisor and resource to many financial professionals throughout the country.

With many years of working with active money management solutions and product providers, Patrick has become well versed on helping financial advisers with positioning investment solutions into their practices. Prior to representing Potomac Fund Management, he co-founded AdvisorMark Distribution and served as the RVP for Security Benefit (Variable & Fixed Annuity products) and Rydex/SGI Investments for OH, IN and MI. Patrick also spent over six years of his career with Meeder Financial as a Regional VP and Director of Sales & Business Development, building strong relationships with broker dealers and financial institutions, and helping to build a turnkey money management solution within the retirement plan market.

Patrick holds the following licenses: 7, 63, 65, Health, Life and VA and is in the process of obtaining his CFP designation.

He lives in Columbus, OH with his wife and two kids. In his spare time Patrick enjoys Sailing, SCUBA diving, and spending time with his kids.