William Lang, CFA

Chief Investment Officer – William has over 15 years of experience in the investment management industry. Prior to co-founding Downriver Capital Management, William co-founded Signia Capital Management, a small-cap value investment management company, primarily focused on institutional clients. There, he focused on both business development and equity research. Previously, William was an Equity Research Analyst for a $2 billion Pacific Northwest money management firm. He holds a B.A. in Finance from Gonzaga University, is a CFA Charterholder and a member of the CFA Institute.
William Lang
 
 
Chuck Potter

Head of Operations & Compliance – Chuck has more than 30 years of experience in the financial services industry. During that time Chuck has built his own personal practice and helped more than 40 independent financial planners grow their practices. Chuck is the CEO and Chief Compliance Officer of Simple Wealth, LLC, a Registered Investment Advisory firm. Chuck ensures that Downriver Capital Management clients are protected by the highest levels of compliance and operational efficiency. Chuck is a registered representative of Securities Service Network, Inc., member FINRA/SIPC, and an investment advisor representative of Simple Wealth, LLC, a registered investment advisor. Downriver Capital is not affiliated with SSN or Simple Wealth, LLC.
Chuck Potter
 
 
Josh Potter

Director of Marketing & Client Service – Josh has more than 12 years of experience in the financial services industry. He began his career in 1998 as an independent advisor and became a partner of Simple Wealth, Inc. in 2001. Josh is the key point of contact for Downriver Capital Management clients and their primary source for investor education. Josh is a registered representative of Securities Services Network, Inc., member FINRA/SIPC, and an investment advisor representative of Simple Wealth, LLC, a registered investment advisor. Downriver Capital is not affiliated with SSN or Simple Wealth, LLC.
Josh Potter