Poterack Capital Advisory Employee Directory

Poterack Capital Advisory corporate office is located in 1515 Mockingbird Ln Ste 7142, Charlotte, North Carolina, 28209, United States and has 1-10 employees.

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Departments

Number of employees

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Finance

C-Suite

Key Employees of Poterack Capital Advisory

Ryan Poterack
Founder & Chief Executive Officer, Wealth & Manage...
PhoneEmail
AQ
Alec Quaid
Manager, Wealth
PhoneEmail
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Poterack Capital Advisory Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Poterack Capital Advisory

Hundreds of professionals searching for Poterack Capital Advisory have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AQ
Alec Quaid
Email Direct
Manager, Wealth
United States , North Carolina , Charlotte

AV
Angela Venes
Email Direct
Client Services Representative
United States , North Carolina , Charlotte

Ryan Poterack
Email Direct
Founder & Chief Executive Officer, Wealth & Manager
United States , North Carolina , Charlotte

AN
Amanda Nguyen
Email Direct
Client Service Specialist
United States , North Carolina , Charlotte

Former Employees at Poterack Capital Advisory

Explore people who held key positions, contributed to Poterack Capital Advisory's success, and advanced their careers.

Anna Hopkins

Client Relationship Ma... at Mercer Advisors

Worked as Client Relationship Manager

at Poterack Capital Advisory

Direct

Samantha Hunter

Recruiting & Engagemen... at Ameriprise Financial

Worked as Business Consultant

at Poterack Capital Advisory (2025-2025)

Direct

Nina Humphrey

Technical Project Mana... at Red Ventures

Worked as Marketing & Events Coordinator

at Poterack Capital Advisory (2019-2020)

Direct

Mask Content

Office Manager at Britt Peters and Assoc...

Worked as Director, Client Services

at Poterack Capital Advisory (2016-2020)

Direct

Mask Content

Senior Operations Asso... at Portside Wealth Group

Worked as Manager, Operations

at Poterack Capital Advisory (2024-2024)

Direct

Mask Content

Wealth Advisor at Truist

Worked as Tax Strategist

at Poterack Capital Advisory (2014-2017)

Direct

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Frequently Asked Questions Regarding Poterack Capital Advisory Employees

How many employees does Poterack Capital Advisory have?

Poterack Capital Advisory has 1-10 employees

Who are Poterack Capital Advisory key employees?

Some of Poterack Capital Advisory key employees are Ryan Poterack, Alec Quaid

Where is Poterack Capital Advisory located?

Poterack Capital Advisory’s headquarters are located at 1515 Mockingbird Ln Ste 7142, Charlotte, North Carolina, 28209, United States

How do I contact Poterack Capital Advisory?

Poterack Capital Advisory Contact Info: Phone number: (704) 366-5776 Website: www.poterack.net

What does Poterack Capital Advisory do?

Mercer Advisors is a comprehensive wealth management firm based in Jackson, offering tailored financial planning, investment management, tax strategy, estate planning, and insurance solutions. They serve high-net-worth individuals and families, including professionals such as C-suite executives, physicians, and business owners, focusing on personal... Read More

Is Poterack Capital Advisory a public company?

Poterack Capital Advisory is private company therefore does not currently have an official ticker symbol

See more information about Poterack Capital Advisory Employees