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Mark P
Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.
Meghan P
Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Meghan Paul is a Series 65-licensed financial advisor with Potomac Advisors, Inc. in Lakewood Ranch, FL, where she has worked for 10 years. She has a total of 9 years of industry experience. Potomac Advisors primarily serves individual investors, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides proprietary, quantitative market-timing signals and tactical asset allocation strategies, acting also as a sub-adviser to a registered investment company.
Richard P
Series 63, Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, and business entities. The firm uses proprietary quantitative EVO strategies combined with tactical asset allocation and offers market-timing signals and sub-advisory services to other advisers in addition to managing retail client portfolios.
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