Philip G. Potter, Cfa

Philip G. Potter, Cfa Email and Phone Number

Founder & Managing Partner at Welara @ WELARA
Philip G. Potter, Cfa's Location
New York, New York, United States, United States
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.

Philip G. Potter, Cfa's Current Company Details
WELARA

Welara

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Founder & Managing Partner at Welara
Philip G. Potter, Cfa Work Experience Details
  • Welara
    Founder, Managing Partner & Chief Strategy Officer
    Welara Sep 2023 - Present
    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.
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  • Biocanic
    Board Member
    Biocanic Jun 2023 - Present
    New York, New York
    View
  • Moiiai Inc
    Board Member
    Moiiai Inc Sep 2022 - Present
    New York, New York
    View
  • Self Id, Inc.
    Co-Founder, Chief Strategy Officer & Interim Cfo
    Self Id, Inc. Sep 2021 - Present
    New York, New York
    A new paradigm for how identity and data is owned and shared with the world.
    View
  • Potter Ventures Llc
    Founder & Managing Partner
    Potter Ventures Llc Aug 2013 - Present
    New York, New York
    View
  • Tether.Io
    Founder & Chief Strategy Officer
    Tether.Io Mar 2014 - Feb 2018
    New York, New York
    View
  • Bitfinex
    Chief Strategy Officer
    Bitfinex Feb 2014 - Feb 2018
    New York, New York
    View
  • World Trade Financial Group
    Co-Founder & Group Chief Financial Officer
    World Trade Financial Group Feb 2012 - May 2013
    New York, New York
  • Dimension Trading Group Llc
    Co-Founder & Chief Financial Officer
    Dimension Trading Group Llc Jul 2008 - May 2012
    New York, New York
    View
  • Dimension Securities Llc
    Co-Founder & Chief Financial Officer
    Dimension Securities Llc Apr 2005 - May 2012
    Greater Los Angeles Area
  • Mercury Securities Llc
    Co-Founder & Chief Technology Officer
    Mercury Securities Llc Apr 2000 - Dec 2001
    New York, New York
  • Bear Stearns Companies
    Associate Director
    Bear Stearns Companies Jan 1998 - Apr 2000
    New York, New York
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  • Morgan Stanley
    Associate
    Morgan Stanley Nov 1994 - Nov 1997
    New York, New York
    View

Philip G. Potter, Cfa Skills

Start Ups Strategy Capital Markets Business Development Risk Management Cryptocurrency

Philip G. Potter, Cfa Education Details

Frequently Asked Questions about Philip G. Potter, Cfa

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 the current company?

Philip G. Potter, Cfa's current role is Founder & Managing Partner at Welara.

What schools did Philip G. Potter, Cfa attend?

Philip G. Potter, Cfa attended Yale University, Berkshire School, Mark Day School.

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

Philip G. Potter, Cfa has skills like Start Ups, Strategy, Capital Markets, Business Development, Risk Management, Cryptocurrency.

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