The investment world has evolved. Success on Wall Street isn’t reserved for middle-aged white men in fancy NYC offices making deals and dollar calls like old cliches would have you believe.
Our guest today, Manish Khatta, is living proof that breaking the mold can lead to incredible success. He's the CEO/CIO of the rapidly growing boutique, Potomac Fund Management, and he managed to boost the fund by $1 billion in just three years.
How? By doing something different—being a relatable, authentic human in an industry where that's not the norm.
In this episode, he’s sharing his growth secrets and discussing:
- His backstory – From stepping into Potomac straight out of college to taking the CEO seat
- How he transformed Potomac, adding a billion dollars in just three years
- Brand building for startups – why playing the long game is key
- Why shying away from collaboration is a major Achilles heel for advisors
About Manish Khatta:
Manish Khatta is a quant, who has spent his entire career creating and refining technical trading strategies. A lifelong Potomac employee who programmed the initial work behind Potomac’s mechanical trading systems.
A father of 4 and running an RIA firm that leads with content and transparency. Manish loves playing tennis and being on the water.
Resources mentioned in this episode:
Song: Tupac - All Eyes On Me
- - -
Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
