Advisors at this firm
Mark P
Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Mark Palamaras Jr. is a financial advisor at Potomac Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Potomac Fund Management and operates Palamaras Consulting, where he provides business and technology support for 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 combines proprietary quantitative EVO strategies with a Tactical Asset Allocation framework and licenses market-timing signals to other advisers, functioning as a sub-adviser while managing a relatively small regulatory AUM.
Meghan P
Series 65
Lakewood Ranch, FL
Potomac Advisors, Inc.
Meghan Paul is a Series 65 licensed advisor at Potomac Advisors, Inc. with eight years of industry experience. She has been with Potomac Advisors since 2016 and previously worked at Twenty20 for one year. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm offers proprietary, quantitative EVO strategies that generate mechanical buy/sell signals combined with a Tactical Asset Allocation framework, providing both market-timing signals to other advisers and tailored supervisory management for retail clients.
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.