![John Potter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Potter
Analyst-Equity chez
Silvercrest Asset Management Group LLC
Profil
Mr. John C.
Potter, CFA MBA, is a Senior Advisor at Silvercrest Asset Management Group LLC.
He joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a founding principal.
He has more than 25 years experience in the investment industry.
Prior to being a Senior Advisor, he was a portfolio manager for the Silvercrest U.S.
Small Cap Opportunity and U.S.
Focused Opportunity strategies.
He began his investment career at M&I Investment Management Corp., now known as Columbia Threadneedle Investments, as a securities analyst and then mid-cap value fund manager.
In 2000, he joined Firstar Investment Research & Management Co., now known as Nuveen Asset Management, where he managed small cap core portfolios.
He has served as a board member for the Milwaukee Investment Analyst Society and Cortina Asset Management’s Board of Managers.
Mr. Potter holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Mr. Potter received a BBA from the University of Wisconsin and an MBA from the University of Chicago Booth School of Business.
Postes actifs de John Potter
| Sociétés | Poste | Début |
|---|---|---|
Silvercrest Asset Management Group LLC
 Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments. | Analyst-Equity | 30/07/2019 |
Anciens postes connus de John Potter
| Sociétés | Poste | Fin |
|---|---|---|
Cortina Asset Management LLC
 Cortina Asset Management LLC Investment ManagersFinance Cortina Asset Management’s primary investment focus is on equity securities, particularly stocks of companies with smaller market capitalizations. The firm generally manages investments in accordance with four model strategies: Small Cap Growth, SMID Growth, Small Cap Opportunity and Small Cap Value. In making investment decisions, Cortina Asset Management primarily uses fundamental analysis. | Fondateur | 30/07/2019 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Gestionnaire de Portefeuille-Actions | 30/12/1999 |
Firstar Investment Research & Management Co. (WI)
 Firstar Investment Research & Management Co. (WI) Major BanksFinance Operates as a nationally chartered commercial bank | Gestionnaire de Portefeuille-Actions | - |
Formation de John Potter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Firstar Investment Research & Management Co. (WI)
Firstar Investment Research & Management Co. (WI) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Cortina Asset Management LLC
Cortina Asset Management LLC Investment ManagersFinance Cortina Asset Management’s primary investment focus is on equity securities, particularly stocks of companies with smaller market capitalizations. The firm generally manages investments in accordance with four model strategies: Small Cap Growth, SMID Growth, Small Cap Opportunity and Small Cap Value. In making investment decisions, Cortina Asset Management primarily uses fundamental analysis. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments. | Finance |
