Howard Potter

Background

About Howard Potter

Senior investment manager has thirty years of experience in the U.S. fixed income markets, including: extensive portfolio management; client service and presentation responsibilities; marketing group supervision; regulated investment company creation and compliance; direct institutional sales; and research report generation. A broad, practical understanding of investment requirements and marketplace nuance has been acquired through direct portfolio responsibility for investment companies, institutional private accounts, pension funds, corporations, foundations, unions, insurance and health care organizations, wealthy individuals, national retail “wrap” account programs, and other entities requiring active, passive and/or screening services. Experienced fixed income professional has served as a director of several registered investment companies and a senior decision maker for two registered management firms. Wide ranging responsibilities have included day-to-day portfolio management, product modeling and compliance maintenance. Particular asset class expertise includes investment grade bonds, mortgage and asset-backed securities, money market instruments, inflation adjusted and floating rate securities, financial futures and options, and first tier derivatives. New product development. Hybrid securities. Retirement Income Solutions. Specialties: Particular asset class expertise includes investment grade bonds, mortgage and asset-backed securities, money market instruments, inflation adjusted and floating rate securities, financial futures and options, and first tier derivatives