Mark J. Potocsny
Founder & Financial Advisor
Founder of PFG Wealth Management. 1st Generation Hungarian Immigrant and graduate of Carson Long Military Academy and Southern Connecticut State University. “Helping clients make informed financial decisions and identifying opportunities is what energizes me”. “Becoming a friend and loyal advocate is my true passion”. “Enjoying life and giving back through charity is what makes me complete”.
Passionate about the arts and the greater New Haven community, Mark served on the Arts Council of Greater New Haven board and currently serves as co-president of the Friends of Yale New Haven Children’s Hospital board. When not in the office, Mark is a big sports fan following Baseball (Yankees), Golf, Hockey (Hartford Whalers and accepting the fact that they are not coming back to Connecticut), European soccer (Fulham) and NFL football - maintaining loyalty to the Miami Dolphins since he was a child. Strong espresso in hand, traveling and visiting new cities experiencing different cultural cuisines brings Mark much joy. He also enjoys playing tennis, fresh powder on the slopes, and golfing whenever possible. A very proud, devoted Father to two thriving adult children and one beautiful Grandson. Mark appreciates every memory making moment he can spend with family. Grateful, every day.
Professional and Personal Highlights
- B.S. Political Science – Southern Connecticut State University, 1993
- Financial Advisor, A.G. Edwards & Sons, 1996-2008
- First Vice President, Portfolio Manager, Financial Advisor, Wells Fargo Advisors, 2018-2014
- First Vice President, Portfolio Manager, Financial Advisor, Morgan Stanley 2014-2021
- Dr. Babar Award for Distinguished Service, Friends of Yale New Haven Children’s Hospital, 2018
- Co-President, Friends of Yale New Haven Children's Hospital, 2017-Present
- Board Member, Arts Council of Greater New Haven, 2010-2021