Ken Potts
Investment Committee Member at Fiera Capital, Inc.
Profile
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.
Ken Potts active positions
| Companies | Position | Start |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Investment Committee Member | 2015-10-29 |
Former positions of Ken Potts
| Companies | Position | End |
|---|---|---|
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Portfolio Manager-Fixed Income | 2005-10-27 |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | - |
Samson Capital Advisors LLC
 Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Investment Committee Member | - |
Training of Ken Potts
| Skidmore College | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |
Samson Capital Advisors LLC
Samson Capital Advisors LLC Investment ManagersFinance Founded in 2004, Samson Capital Advisors LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Fiera Capital Corp. (FSZ: Toronto). Samson Capital Advisors provides customized discretionary investment management services to US high net-worth individuals and institutional advisory clients, including affluent families and their foundations. The firm also manages a family of private investment funds, as well as the Samson STRONG Nations Currency Fund, a 1940 Act registered investment company that operates as an open-ended mutual fund. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
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