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Chad Potter, CFA

Senior Client Portfolio Manager

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Tenure

  • 18 YRS

    Industry

  • 2 YRS

    Oppenheimer

  • B.B.A. from Texas State University

Chad Potter, CFA serves as a senior client portfolio manager covering the Oppenheimer SteelPath strategies. In this capacity, he is responsible for articulating the SteelPath Team vision and strategy specifics. Mr. Potter’s prior experience includes sell-side energy research at RBC Capital Markets, a hybrid research and portfolio management role with Wachovia Securities and wealth management experience at Prudential Securities.

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  • B.B.A. from Texas State University
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