Status
Global HQ
Bern, Switzerland
Countries of investment
Investment stages
Industries
About
Potomac Wealth Management is a fee-only, independent wealth and retirement plan management organization that prioritizes clients' best interests by providing expert financial advice and tailored investment solutions.
Potomac Wealth Management is a fee-only, independent wealth and retirement plan management organization that prioritizes clients' best interests by providing expert financial advice and tailored investment solutions.
Investment Thesis
Manager's Experience
With extensive expertise in private equity and venture capital, the fund manager has successfully executed over 50 deals, primarily focusing on technology and healthcare sectors. Their strategic style is characterized by a data-driven approach, enabling informed decision-making and optimizing portfolio performance. Active across North America and Europe, they have achieved notable exits that showcase their ability to identify high-growth opportunities at various investment stages. Their operator-first philosophy emphasizes collaboration with management teams to drive operational improvements and long-term value creation.
Potomac Wealth Management Contacts Information
Primary contact