PDS Planning Employee Spotlight – Drew Potosky, CFP®

As a Portfolio Analyst with PDS Planning, Drew Potosky, CFP®, is part of the Investment Team, working alongside Kurt Brown and Kyle Euton. Together they provide ongoing research, portfolio management, day-to-day trading, and client service. In addition, Drew writes content for PDS and helps to maintain the PDS Blog.

Graduating with a B.S. in Finance from The Ohio State University Fisher School of Business, Drew passed the CFP® exam in October, 2020. Prior to joining PDS, Drew worked for Ohio Deferred Compensation assisting program participants with their 457(b) retirement accounts before deciding that he wanted to work in a small family office type environment.

He ended up at PDS after a friend who worked for a competing RIA at the time referred him to the firm, with “nothing but good things to say about the company and people.” Drew notes, “the work I do challenges me to learn and grow personally so I can provide the best service to help our team and our clients.”

At PDS, we are proud to have a team of forward-thinking leaders, expert planners, and staff who approach our clients’ financial decisions the same way we approach investing our own money. Learn more about Drew’s role with PDS, as well as about how he spends his time away from the office. .

How do you think PDS is different from other financial planning firms?

We’re different with the amount of time and effort that goes into the financial planning process, and how that process precedes any investment management. We like to hang our hats on working with the client to create a financial plan that will help make their lives easier instead of focusing on products first.


Do you see anything new on the horizon of the financial planning industry?

Technology is always evolving, and the market never stops. I want to echo what Kurt Brown said back in August 2021, “we believe in low-cost index funds, but I feel this is the next iteration of indexing. It allows for tailored, custom indexes for the clients’ specific preferences and enhanced tax efficiency for high-net worth individuals and families.”

There will always be new investment products, philosophies, and platforms for do-it-yourselfers to use, but I believe there will always be a place for a well-rounded financial planning firm.


Tell us about your family

My wife, Liz, and I had our first child in September. We were really excited to bring Declan home and introduce him to our dogs, Charlie and Winnie. It’s been about a month and, despite everyone telling us how quickly they change, we are still so surprised at how quickly he’s changing!


When you are not working, how do you like to spend your free time?

Lately, I have been glued to the TV watching the Cleveland Guardians in the playoffs, but also like to watch them through the summer. Otherwise I’m an avid runner, I love sitting down with a good book, playing video games, and being able to spend time outside with my wife, dogs, and now baby.


What are you reading/watching/listening to?

I had been watching Guardians baseball and Liz and I are rewatching New Girl for the 7th-ish time. We’re excited for the newest season of Great British Baking Show as well. I haven’t found the time to read much with the new baby, but Blood Sugar by Sascha Rothchild is next on the list!


Are you involved with PDS Cares?

Part of what drew me into PDS was the PDS Cares program. My wife is a teacher with the United Schools Network in Columbus and I have been fortunate to be able to contribute and support the school through PDS Cares. They’re a free charter program and do not receive the same level of funding through taxes as Columbus City schools despite consistently better results.

Connect with drew on linkedin

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