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Registered Investment Advisor

Chad Potter, CFA

Senior Research Analyst

  • B.B.A. from Texas State University

Chad Potter serves as a Senior Research Analyst on the Oppenheimer SteelPath investments team focusing energy MLPs. He also serves as a Client Portfolio Manager for the SteelPath team. 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
  • 19 YRS


  • 3 YRS



Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

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