Jeff Potter

Partner & Chief Financial Officer
Office: 781-314-1300 | Direct: 781-314-1338

Jeff is a Partner & Chief Financial Officer at the firm. In his role, Jeff works with both domestic and international clients, applying his experience from private equity, corporate development, investment banking and commercial lending. He also serves on the Investment Policy Committee and has led the Client Experience Council which is focused on the quality of client experience across the firm.

Previously Jeff ran a family office start-up consulting firm and was a Partner at a private equity firm, Capital Resource Partners, where he served in both an investment and COO capacity for the firm.

Prior to working in private equity, Jeff was Vice President of Corporate Development for Reeves Industries, Inc., a family owned manufacturing company with operations in the United States and Europe.

Early in his career, Jeff worked in New York for CS First Boston in their restructuring group advising debtors and creditors and for Chemical Bank as a commercial lending officer executing leveraged loan transactions.

Jeff has an MBA from Yale with a concentration in Finance and a BA from Williams College.

Jeff volunteers for a number of non-profit organizations, many of which have connections to the outdoors and environment. Jeff enjoys hockey, CrossFit, hiking, art history, and traveling to visit their children with his wife Jennifer.

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