Charles Potters

Charles Potters
  • Experienced financial educator and trainer 
  • Creator of capital markets and financial services training programs for both individuals and major institutions
  • Developed specialized classes for investors, traders, IT executives, legal/compliance officers, and various types of specialized operations groups
  • Taught at a number of institutions including Goldman Sachs, Morgan Stanley, Societe Generale, and many more

Experience

Charles Potters has spent over three decades as a financial educator, involved in the creation and delivery of capital markets and financial services training programs tailored to the needs of both individuals and major financial institutions. Participants have included over 10,000 attendees, coming from the world's leading investment and commercial banks, insurance companies, trading firms, exchanges, and market information providers.

Charles developed specialized classes for investors, traders, IT executives, legal/compliance officers, and various types of specialized operations groups. These classes have included topics concerning the real-world issues revolving every day in the worlds of equities, fixed income and derivatives, as well as discussing and dissecting economics, market intelligence, and the ever-changing effects that technology has in those markets. Charles has taught at a number of institutions including Goldman Sachs, Morgan Stanley, Societe Generale, and many more.

Education

Charles received his B.A. in political science and English literature from Fairleigh Dickinson University, and spent a year studying at Wroxton College with a focus on British political history.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

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