Potomac Asset Management

Potomac, Maryland

GET IN TOUCH TODAY

Wealthspire Potomac

12435 Park Potomac Avenue, Suite 500
Potomac, MD 20854

(301) 564-9500

Bethesda Magazine Top Place to Work 2023

Our Potomac Team

Scott Brody

Senior Vice President

Scott has been with the firm and its predecessors since...

Carol Clarke

Assistant Vice President, Client Service

Carol is an Assistant Vice President, Client Service located in...

Kelly Crosby

Senior Office Coordinator

Kelly is the Senior Office Coordinator of the firm’s Potomac,...

Patricia DCosta

Associate, Data Operations

Patricia is a Data Operations Associate based in Potomac, MD,...

Karen Dempsey

Associate, Client Operations

Based in our Potomac, MD office, Karen is a client...

David Dickman

Senior Vice President

David is an advisor in the firm’s Potomac, MD office,...

James Dieck

Senior Associate, Advisory Technology

James serves as a senior associate on the firm’s advisory...

Robin Dobbs, CFP®

Senior Vice President

Robin is a Senior Vice President in our Potomac, MD...

Annie Hall

Client Service Associate

Annie is a Client Service Associate in the firm’s Potomac,...

Ashley E. Iddings, CIMA®, CPWA®

Managing Director

Ashley is a Managing Director and head of Wealthspire Advisors’...

Ryan Jordan, CFP®

Senior Advisor Associate

Ryan is a senior advisor associate in the firm’s Potomac...

Dmitriy Katsnelson

Deputy Chief Investment Officer

Dmitriy joined the firm in 2015 through the acquisition of...

Chris Kiessling, CFP®, BFA™

Senior Vice President

Chris is a financial advisor in our Potomac office and...

Paul Kim

Assistant Vice President

Paul is an Assistant Vice President and advisor based in...

Max Kortegast, CFP®

Senior Advisor Associate

Max is a Senior Advisor Associate based in the firm’s...

Alice Li

Client Service Associate

Alice serves as a Client Service Associate in the firm’s...

Andrew Lopez

Associate, Investments

Andrew serves as an associate on the Investment Team, with...

Chris Maxey, CAIA

Managing Director, Chief Market Strategist

Chris serves as Managing Director and Chief Market Strategist on...

Corey McGuire, CFA®

Vice President, Investments

Corey serves as a Vice President on the Investment Team....

Chris McLoughlin

Senior Associate, Client Operations

Chris serves as a Senior Associate on our Client Operations...

Max Meltzer, CFP®

Senior Vice President

Max joined the firm in 2015 through the acquisition of...

Inessa M. Mischenko, CSOP

Managing Director, Director of Client Operations

Joining the firm in 2019 and based in our Potomac...

Hilary Neblett

Senior Associate, Marketing & Communications

Hilary is a Senior Associate on the Marketing team and...

Christopher Owens, CFP®

Assistant Vice President

Chris joined the firm in 2017, bringing with him a...

Emily Platt, CFP®

Assistant Vice President, Investments

Emily joined the firm as a client associate in 2017...

Ryan Reed

Microsoft Dynamics Developer

As a Microsoft Dynamics Developer, Ryan supports the firm’s internal...

Tyler Reisinger

Assistant Vice President, Client Operations

In his role as AVP, Client Operations, Tyler oversees the...

Bill Schwartz, CPA, CFP®

Managing Director

Mr. Schwartz is a Managing Director in the Potomac, MD...

Garrett Scranton

Advisor Associate

Garrett is an advisor associate in the firm’s Potomac, MD...

Shawn Smith

Associate, Client Operations

Shawn is an associate on our Client Operations team, supporting...

Karen Smith

Senior Vice President, Legal & Compliance

Karen joined the firm in 2018, bringing with her more...

Kevin Smith, CFP®

Senior Vice President

Kevin Smith joined the firm in 2018 and has over...

Karl Stiegmann, CFP®

Assistant Vice President

Karl joined the team in 2017 following an internship with...

Julie Swanson

Associate, Client Operations

Julie serves as an associate on the Client Operations team,...

Alia Wagenhoffer, CFP®

SVP, Head of Advisory Technology

Alia Wagenhoffer is SVP, Head of Advisory Technology and in...

Michèle Walthert, CFP®, CRPC®

Managing Director, Head of Advisor Success

Michèle joined the firm in 2011 and serves as both...

Shawn Wyckoff

Senior Associate, Client Operations

Shawn is a Senior Associate on our Client Operations team,...