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Ken Potts
Membre du Comité d'Investissement chez
Fiera Capital, Inc.
Profil
Mr. Kenneth M.
Potts is Senior Vice President & Portfolio Manager at Fiera Capital, Inc. He is a strategy leader for the Tax Efficient Fixed Income Investments team.
He is also a member of the Fixed Income Investment Committee and manages fixed income portfolios for high net worth individuals.
He continues in this role where he structures and invests tax efficient portfolios for many of the firm’s clients.
He develops and uses innovative tools and strategies to measure and manage risks in order to achieve optimal returns.
Prior to joining Fiera Capital in October 2015, Mr. Potts was a Principal, Portfolio Manager and a member of the Investment Committee at Samson Capital Advisors LLC where he joined in 2005.
Prior to Samson Capital Advisors, he was a Senior Municipal Portfolio Manager at Goldman, Sachs & Co.’s Asset Management group, where he joined in 1997.
From 1999 to 2005 he was a senior portfolio manager with responsibility for tax-efficient bond portfolios.
During this time he also developed significant expertise in credit analysis, derivatives, portfolio return attribution and risk management.
From 1997 to 1999 he led a team which managed the firm’s four tax-exempt money market funds.
Prior to Goldman Sachs, he worked at Prudential Insurance Co, serving first as a Portfolio Manager in the money market group and subsequently as a risk manager, trading a $10 billion direct issue commercial paper program.
He holds a BS in Business from Skidmore College and a MBA in Finance from New York University Stern School of Business.
Postes actifs de Ken Potts
| Sociétés | Poste | Début |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Membre du Comité d'Investissement | 30/10/2015 |
Anciens postes connus de Ken Potts
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs. | Portfolio Manager-Fixed Income | 28/10/2005 |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services | Corporate Officer/Principal | - |
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Membre du Comité d'Investissement | - |
Formation de Ken Potts
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs. | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital offers a broad spectrum of investment strategies across various asset classes, styles and capitalization ranges. For the Equity Strategies, the firm takes a long-term investment approach, emphasizing high quality, and consistency of performance. Using a research-focused fundamental bottom-up approach, they seek to identify and invest in companies with a sustainable competitive advantage, growth potential, and attractive valuations. Their investment objective is to seek growth at a reasonable price by investing in a long-only portfolio of equities. Fiera Capital’s Fixed Income Strategies focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on its domestic and multi-currency expertise. | Finance |
Skidmore College
 Skidmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Samson Capital Advisors provides customized discretionary investment management services primarily regarding fixed-income securities and currency-related strategies. The firm utilizes an active investment management style that focuses on tax efficiency, real wealth preservation, and the development of non-correlated strategies built on their domestic and multicurrency expertise. Samson's primary preservation philosophy is central to their investment process and is designed to balance clients' desires to maximize after-tax income with their desire to preserve wealth. Their investment process also includes management of interest rate exposure and portfolio structures that anticipate changes in the shape of the yield curve. In addition, Samson employs a strict and thorough credit research process. Portfolios are individually managed and customized with particular attention to specific client considerations such as state of residence, tax status, risk tolerance, income and liquidity needs, and investment time horizon. The firm's investment strategies include: Tax Efficient Fixed-Income; High Grade Fixed-Income; Currencies; and Tax Efficient Inflation Protection. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage, retirement, investment planning and benefit administration services | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
