Drew Potosky

Drew Potosky is a Portfolio Manager at PDS Planning, Inc. in Columbus, OH, where he is a key member of the Investment Team, collaborating with Kurt Brown, Kyle Euton, and Karl Lemke to provide ongoing research, portfolio management, and client service. His responsibilities include analyzing investment opportunities, managing client portfolios, and ensuring alignment with clients’ financial goals and risk tolerance. Drew is a Certified Financial Planner (CFP®), bringing a disciplined and client-focused approach to investment management.

Drew specializes in a broad range of asset classes, including equities, fixed income, and alternative investments, with a focus on constructing diversified portfolios tailored to individual client needs. He is particularly adept at integrating ongoing market research and economic analysis into portfolio strategy, helping clients navigate complex financial landscapes and achieve long-term growth.

Prior to joining PDS Planning, Drew served as a Financial Services Representative at Ohio Deferred Compensation and as an Investor Center Intern at Fidelity Investments, where he gained valuable experience in client service and investment analysis. He holds a Bachelor’s degree in Finance from The Ohio State University Fisher College of Business and is recognized for his commitment to continuous learning and professional development. Drew’s expertise and dedication have contributed to the firm’s reputation for delivering personalized, high-quality investment solutions.