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Phil Buffery

Phil Buffery, AIF® currently holds the position of External Sales at Potomac Fund Management, Inc. since May 2023. Prior to this role, Phil served as an Advisory Business Consultant and Wealth Management Consultant at Cetera Financial Group from November 2019 to May 2022. From June 2016 to September 2019, Phil was the Regional Vice President at Advisor Group. Phil also worked as a Consultant at PJB Consulting, where responsibilities included advising on business structure for revenue growth, and held several roles at Pioneer Investments, culminating as Regional Vice President from July 2006 to September 2015, focusing on relationship building in various territories. Earlier experience includes serving as Divisional Sales Coordinator at AXA, where Phil aided advisors in transitioning to fee-based wealth management, and roles at Morgan Stanley as a Broker Services Specialist and Financial Advisor. Phil earned a BA in Mass Communications from Iona University.

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Tampa, United States

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Potomac Fund Management, Inc.

Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. UNION TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. CONQUER RISK FUNDS The Conquer Risk funds are designed to tactically adjust their holdings to match the current market environment. Disclosure: http://bit.ly/2l3OvaL


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11-50

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