Heritage Capital Group is pleased to announce the recent appointment of Chad Potter as a principal. Chad brings a wealth of experience and a robust background in finance and investment within the metals and materials industries, which will be invaluable in advancing the firm’s strategic goals and expanding its client services.
Before joining Heritage, Chad held senior positions at several prominent institutions, including NCR Corporation, Nucor, a Nucor-JFE Steel joint venture in Mexico, American Consolidated Industries, and Westwater Resources, where he demonstrated his ability to lead complex transactions and provide strategic insights. His accomplishments include successfully managing high-profile mergers and acquisitions, advising clients on financial restructuring, and developing innovative investment strategies. Chad graduated from Wright State University with a Bachelor of Business Science, majoring in accounting and finance. He obtained his MBA, with an emphasis on operations management, from Morehead State University. Chad’s comprehensive understanding of market dynamics and his commitment to delivering exceptional client service will enhance the firm’s capabilities and strengthen its market position.
“We are excited to welcome Chad Potter to our metals industry team,” said Bill Sorenson, CEO at Heritage. “His extensive experience and proven leadership in finance make him a perfect fit for our firm. We are confident that Chad’s contributions will drive significant growth and success for both our clients and our organization.”
“I am genuinely thrilled to join Heritage’s metals team,” commented Chad Potter. “Working alongside industry leaders and contributing to strategic initiatives in the dynamic metals markets fills me with enthusiasm and motivation. I am eager to embark on this journey of growth, learning, and making a real impact for our customers.”
With the addition of Chad Potter, Heritage continues to bolster its commitment to providing comprehensive expertise and exceptional service to its clients.
