FINANCIAL | BUSINESS | STRATEGIC ADVISOR + CFP ® PROFESSIONAL
It is not simply about managing numbers, it is about crafting and implementing a financial plan rooted in the client's core values that aligns his or her needs, philanthropic interests, and dreams with a tax efficient strategy. This applies to all of our clients - businesses, families, and individuals alike.
COLLABORATE WITH CARRIE
ADVISORY SERVICES
SPEAKING +
PODCASTING +
WRITING +
MEDIA
EDUCATION
As a CFP ® Professional, Potter's primary focus is on the fee based advisory services she provides as a fiduciary to clients encompassing all areas of finance, investment, business management, and estate planning.
Collaborate with Carrie. She is a polished public speaker who has extensive experience delivering speeches and presentations focused on sport finance; women in sports; all areas of personal and business finance; entrepreneurship; and mission + vision.
Carrie is a Lecturer in the Department of Sport Management at Rice University in Houston, Texas. The department offers a BA in Sport Management and a BA in Sport Analytics.
COMMUNICATIONS FEATURING CARRIE
'Memorial Hermann Houston Rockets Training Center to help boost team performance, revenue.'
Chandler France, Houston Business Journal
"In today’s NBA, these amenities are no longer an option but a “requirement” in order to attract top players, said Carrie Potter, Rice University faculty and sports finance expert. Potter, who has represented professional athletes and worked in the NBA since 1999, said the Rockets’ new facility will play a significant role in attracting free agents, particularly international players who have grown up with similar training centers their whole lives."
ABOUT CARRIE
Carrie Potter is a financial, business, and strategic advisor primarily to professional & retired athletes. Prior to launching Potter Advisors LLC in 2006, Potter was Vice President of PMG Sports and Entertainment in Washington, DC.
In addition to managing and advising professional athletes for over 25 years, Carrie teaches Sport Finance at Rice University as a Lecturer in the Sport Management Department. A Certified Financial Planner™ and Registered Investment Advisor, her expertise is in designing and implementing financial, investment and business strategies. She serves as a media contributor and public speaker on topics of sport finance, athlete management, and women in sports.
Potter earned an MBA & BBA from The George Washington University in Washington, DC. She serves on several not-for-profit Boards, including the Sisters of Mercy Education System of the Americas (Financial Sustainability Committee Chair), Women in Sports & Events Houston (WISE HOU Founding President), The George Washington University School of Business (Executive Committee) and former Board Chair of The Houston Area Women's Center.
