Position
Chief Investment Officer
Company
Potomac
Charles TownFinancial ServicesFinanceLendingBankingDescription
Potomac has announced the promotion of Dan Russo, CMT, to Co-Chief Investment Officer as part of its strategic leadership initiative. This move highlights the firm's commitment to assembling the right talent as it surpasses $3 billion in assets under management.
Quick answer
Potomac Promotes Dan Russo to Co-Chief Investment Officer (November 4, 2025). Potomac is based in Charles Town, West Virginia, United States.
- Who is the new Chief Investment Officer at Potomac?
- Potomac named Dan Russo Chief Investment Officer, announced November 4, 2025.
- What did Potomac announce on November 4, 2025?
- Potomac has announced the promotion of Dan Russo, CMT, to Co-Chief Investment Officer as part of its strategic leadership initiative. This move highlights the firm's commitment to assembling the right talent as it surpasses $3 billion in assets under management.
- What does Potomac do?
- Potomac is a tactical asset manager focused on providing innovative investment strategies to financial advisors.
- Where is Potomac based?
- Potomac is based in Charles Town, West Virginia, United States.
- Which similar companies made leadership changes around the same time?
- Capital City Bank (November 4, 2025), Aware Super (November 4, 2025), First Citizens BancShares (November 5, 2025) and The Bancorp (November 3, 2025) also announced leadership changes within 45 days of Potomac.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Capital City Bank Appoints Alicia Williams-Ronan as Chief Retail Officer (November 4, 2025)
- Aware Super Appoints Simon Warner as Chief Investment Officer (November 4, 2025)
- First Citizens Bank Appoints Mike Spencer as Managing Director of Middle Market Banking (November 5, 2025)
- The Bancorp, Inc. Appoints Dominic C. Canuso as Chief Financial Officer (November 3, 2025)
- Regional Management Corp. Appoints Lakhbir Lamba as President and CEO (November 5, 2025)
- Q2 Holdings Appoints Himagiri Mukkamala as Chief Operating Officer (November 5, 2025)
Who to call at Potomac, and when
A new leader at Potomac brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Potomac raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Potomac, from your own LinkedIn network
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Fundz sees it the moment Potomac changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Potomac changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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