Philip G. Potter

Philip G. Potter, CFA, is an accomplished financial professional with extensive experience in wealth management and strategic leadership. Currently, Philip serves as the Founder, Managing Partner, and Chief Strategy Officer at WELARA, transitioning from Potter Ventures to establish an independent multi-family office dedicated to assisting first-generation wealth creators. Philip's board memberships include Biocanic and MoiiAI Inc., alongside co-founding roles at Self ID, Inc., which innovates identity and data ownership. Philip's entrepreneurial journey includes founding and leading various financial firms such as Tether.io and Bitfinex, and co-founding World Trade Financial Group, Dimension Trading Group LLC, and Dimension Securities LLC. An alumnus of Yale University, Philip has cultivated a diverse and impactful career rooted in financial strategy and innovation.