Philip G. Potter, Cfa
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Philip G. Potter, Cfa Email & Phone Number

Founder & Managing Partner at Welara at WELARA
Location: New York, New York, United States 13 work roles 3 schools
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Current company
Role
Founder & Managing Partner at Welara
Location
New York, New York, United States

Who is Philip G. Potter, Cfa? Overview

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Quick answer

Philip G. Potter, Cfa is listed as Founder & Managing Partner at Welara at WELARA, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Philip G. Potter, Cfa.

Philip G. Potter, Cfa previously worked as Founder, Managing Partner & Chief Strategy Officer at Welara and Board Member at Biocanic. Philip G. Potter, Cfa holds Physics from Yale University.

Company email context

Email format at WELARA

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WELARA

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Profile bio

About Philip G. Potter, Cfa

Philip G. Potter, Cfa is a Founder & Managing Partner at Welara at WELARA. He possess expertise in start ups, strategy, capital markets, business development, risk management and 1 more skills.

Listed skills include Start Ups, Strategy, Capital Markets, Business Development, and 2 others.

Current workplace

Philip G. Potter, Cfa's current company

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WELARA
Welara
Founder & Managing Partner at Welara
AeroLeads page
13 roles

Philip G. Potter, Cfa work experience

A career timeline built from the work history available for this profile.

Founder, Managing Partner & Chief Strategy Officer

Current

New York, New York

Mr. Potter has evolved his single family office, Potter Ventures, into Welara Management LLC, an independent, multi-family office and wealth advisor designed to provide uncompromising excellence for first-generation wealth creators and their families around the world.

Sep 2023 - Present

Board Member

Current

New York, New York

Jun 2023 - Present

Board Member

Current

New York, New York

Sep 2022 - Present

Co-Founder, Chief Strategy Officer & Interim Cfo

Current

New York, New York

A new paradigm for how identity and data is owned and shared with the world.

Sep 2021 - Present

Founder & Chief Strategy Officer

New York, New York

Mar 2014 - Feb 2018

Chief Strategy Officer

New York, New York

Feb 2014 - Feb 2018

Co-Founder & Group Chief Financial Officer

World Trade Financial Group

New York, New York

Feb 2012 - May 2013

Co-Founder & Chief Financial Officer

Dimension Securities Llc

Greater Los Angeles Area

Apr 2005 - May 2012

Co-Founder & Chief Technology Officer

Mercury Securities Llc

New York, New York

Apr 2000 - Dec 2001
3 education records

Philip G. Potter, Cfa education

FAQ

Frequently asked questions about Philip G. Potter, Cfa

Quick answers generated from the profile data available on this page.

What company does Philip G. Potter, Cfa work for?

Philip G. Potter, Cfa works for WELARA.

What is Philip G. Potter, Cfa's role at WELARA?

Philip G. Potter, Cfa is listed as Founder & Managing Partner at Welara at WELARA.

Where is Philip G. Potter, Cfa based?

Philip G. Potter, Cfa is based in New York, New York, United States while working with WELARA.

What companies has Philip G. Potter, Cfa worked for?

Philip G. Potter, Cfa has worked for Welara, Biocanic, Moiiai Inc, Self Id, Inc., and Potter Ventures Llc.

How can I contact Philip G. Potter, Cfa?

You can use AeroLeads to view verified contact signals for Philip G. Potter, Cfa at WELARA, including work email, phone, and LinkedIn data when available.

What schools did Philip G. Potter, Cfa attend?

Philip G. Potter, Cfa holds Physics from Yale University.

What skills is Philip G. Potter, Cfa known for?

Philip G. Potter, Cfa is listed with skills including Start Ups, Strategy, Capital Markets, Business Development, Risk Management, and Cryptocurrency.

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