Mark J. Potocsny

President & Lead Advisor

Founder of Potocsny Financial Group LLC. 1st Generation Hungarian Immigrant and graduate of a Carson Long Military Academy.  “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 currently serves on two boards (the Arts Council of Greater New Haven and the Friends of Yale New Haven Children’s Hospital). 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
  • Vice President, Friends of Yale New Haven Children's Hospital, 2017-Present
Phone 203-309-3390