AeroLeads people directory · profile
Daniel Russo, Cmt Email & Phone Number
Portfolio Manager
at
Potomac
1 work email found
@potomacfund.com
3 phones found area 516, 212, and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
New York City Metropolitan Area, United States, United States
Who is Daniel Russo, Cmt? Overview
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Quick answer
Daniel Russo, Cmt is listed as Portfolio Manager at Potomac, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at potomacfund.com, phone signal with area code 516, 212, 800, and a matched LinkedIn profile for Daniel Russo, Cmt.
Daniel Russo, Cmt previously worked as Adjunct Lecturer at Baruch College and Co-Chair, NY Chapter at Cmt Association, Inc.. Daniel Russo, Cmt holds Master Of Business Administration - Mba, International Finance from Fordham Gabelli School Of Business.
Company email context
Email format at Potomac
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*@potomacfund.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Russo, Cmt. Compare company email patterns before reaching out.
Profile bio
About Daniel Russo, Cmt
Performance-driven Portfolio Manager and Chartered Market Technician encompassing 24+ years of experience in the capital markets and a demonstrated ability to utilize fundamental, technical and quantitative research in order to generate actionable investment strategies. I am frequent guest on Bloomberg TV where I discuss all markets and asset classes from a technical analysis perspective.Specialties: Technical Analysis, Fundamental Analysis, Quantitative Analysis, Investment Strategy, Relationship Management, Business Development, Revenue Generation, Client Service.
Listed skills include Equities, Valuation, Bloomberg, Series 7, and 29 others.
Current workplace
Daniel Russo, Cmt's current company
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9 roles · 15 years
Daniel Russo, Cmt work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Mar 2021 - Present
Adjunct Lecturer
Current
Mar 2019 - Present
Co-Chair, Ny Chapter
Current
2012 - Present
~14 yrs 4 mos
Chief Market Strategist
- Authored daily and weekly market research reports for our clients which were read by more than 1,000 investors every day.
- Successfully doubled the readership of our research reports from 22% to 44%.
- Aided in the development of the technical component of Chaikin’s ETF Rating System.
- Hosted weekly strategy calls with clients on various market-related topics which are attended by over 200 clients.
Mar 2018 - Mar 2021
Principal, Institutional Sales
- Combined the work of Needham’s fundamental analysts with my own technical analysis to generate strategic trading and investment ideas for hedge funds, mutual funds and pension funds.
- Published research notes highlighting tactical, technically derived trading ideas on covered stocks.
- Facilitateed investor meetings with C-level corporate executives of both private and public companies.
- Successfully developed relationships with accounts that had not transacted with Needham prior.
2011 - 2018
~7 yrs
Senior Institutional Equity Sales Representative
- Established and maintained relationships with analysts and portfolio managers at mutual and hedge funds with assets under management ranging from $10 million to $12 billion across multiple investments strategies.
- Integrated the research of SIG’s fundamental analysts and derivative strategists with my own technical analysis to craft actionable trading and investment ideas for my buy-side clients resulting in a 60% increase in.
- Marketed SIG investor events in the United States and abroad featuring C-level executives of covered companies as well as SIG’s analysts and strategists.
Jan 2008 - Jun 2011
Specialist/Market-Maker
- Generated trading profits that were consistently in the top 10% of all traders in the unit.
- Managed a team of four employees responsible for the trading of the unit's equity, fixed income, commodity, and covered-call closed-end funds.
- Responsible for the training of the trading assistants with whom I worked.
- Successfully increased the amount of closed-end products assigned to SIG by 20%.
Feb 2002 - Dec 2007
Trading Associate
Fleet-Meehan Specialists, Llc
Worked closely with senior specialists to assist in the trading of NYSE listed equities.
Jan 2000 - Jan 2002
2 education records
Daniel Russo, Cmt education
Master Of Business Administration - Mba, International Finance
Fordham Gabelli School Of Business
Bachelor Of Science, Finance
Long Island University
FAQ
Frequently asked questions about Daniel Russo, Cmt
Quick answers generated from the profile data available on this page.
What company does Daniel Russo, Cmt work for?
Daniel Russo, Cmt works for Potomac.
What is Daniel Russo, Cmt's role at Potomac?
Daniel Russo, Cmt is listed as Portfolio Manager at Potomac.
What is Daniel Russo, Cmt's email address?
AeroLeads has found 1 work email signal at @potomacfund.com for Daniel Russo, Cmt at Potomac.
What is Daniel Russo, Cmt's phone number?
AeroLeads has found 3 phone signal(s) with area code 516, 212, 800 for Daniel Russo, Cmt at Potomac.
Where is Daniel Russo, Cmt based?
Daniel Russo, Cmt is based in New York City Metropolitan Area, United States, United States while working with Potomac.
What companies has Daniel Russo, Cmt worked for?
Daniel Russo, Cmt has worked for Potomac, Baruch College, Cmt Association, Inc., Chaikin Analytics, and Needham & Company.
How can I contact Daniel Russo, Cmt?
You can use AeroLeads to view verified contact signals for Daniel Russo, Cmt at Potomac, including work email, phone, and LinkedIn data when available.
What schools did Daniel Russo, Cmt attend?
Daniel Russo, Cmt holds Master Of Business Administration - Mba, International Finance from Fordham Gabelli School Of Business.
What skills is Daniel Russo, Cmt known for?
Daniel Russo, Cmt is listed with skills including Equities, Valuation, Bloomberg, Series 7, Options, Technical Analysis, Series 63, and Equity Valuation.
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