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William L. Potter

William L. Potter

Managing Director,
Senior Portfolio Manager

Mr. Potter serves as Managing Director and Senior Portfolio Manager of the Firm’s Focused All Cap Equity strategy and is a member of the Firm’s Investment Policy Committee. Prior to joining Palisade in February 2009, Mr. Potter was the Portfolio Manager of AGAM's Mid Cap Growth strategy. He joined AGAM (formerly known as ForstmannLeff) in 2002 from ABN AMRO (formerly ING Barings and Furman Selz) where he was Managing Director and Research Analyst from 1997 to 2002. During that time, he was recognized as a leader in technology and industrial equity research in several published surveys, including the Wall Street Journal's "Best on the Street Survey" in 2000 and 2001. Prior to ABN AMRO, Mr. Potter was a Vice President and Research Analyst at Alex, Brown for three years and at Wertheim Schroder for three years. From 1988 to 1992, Mr. Potter worked in venture capital at Safeguard Scientifics. Mr. Potter started his career in commercial banking in 1982 as a corporate lending officer at Manufacturers Hanover Trust and then at Chemical Bank from 1985 to 1987. Mr. Potter serves on the Board of Overseers for the University of Pennsylvania Museum of Archaeology and Anthropology. Mr. Potter received his M.B.A. from The Wharton School of the University of Pennsylvania, and his B.B.A. from Emory University.

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Private Wealth Management and Financial Planning
Small Cap Core Equity
Focused All Cap Core Equity
Short Duration Convertibles
Convertibles Securities
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