Howard Steven Potter
Portfolio Manager-Fixed Income at The Roosevelt Investment Group LLC
Profile
Mr. Howard S.
Potter is a Managing Director & Senior Fixed Income Portfolio Manager at The Roosevelt Investment Group LLC.
He has over 30 years of investment experience.
Mr. Potter joined the firm in 2011, focusing on income generation, asset allocation, capital preservation, and risk management, managing bond portfolios for corporations, pension funds, and individuals, as well as several independent insurance companies.
Prior to joining Roosevelt Investment, he was an Executive Vice President and Senior Fixed Income Portfolio Manager at Capstone Asset Management Company.
Throughout his career, Mr. Potter has specialized balancing the desire for high yield and attractive returns while assuming minimal risk in the fixed income space.
He earned his BA from the University of Wisconsin and his MA from Northwestern University.
Howard Steven Potter active positions
| Companies | Position | Start |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Portfolio Manager-Fixed Income | 30/09/2011 |
Former positions of Howard Steven Potter
| Companies | Position | End |
|---|---|---|
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. | Investment Committee Member | 30/12/2010 |
Training of Howard Steven Potter
| Northwestern University | Graduate Degree |
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Crossmark Global Investments, Inc.
Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve. | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
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