Richard Potes

Senior Operations Associate

Rich brings over ten years of experience in business operations and finance. Prior to joining CoastEdge, Rich worked at Cambridge Associates where he held several roles within the Private Investments Data Team and the Hedge Fund Data Team. One of his responsibilities at Cambridge was to provide coverage on over 250 private equity funds by reconciling fund and portfolio level performance data which would eventually contribute to Cambridge Associates’ industry-leading Benchmarks Report. Prior to Cambridge, Rich worked at Morgan Stanley as a Client Service Associate and Branch Manager’s Assistant.