Dylan Potter, CFA, CFP®

Demystifying Probate in New York: Process, Executor Duties, and Estate Planning Considerations

Dylan Potter April 17, 2026

In this article, Dylan Potter, CFA, CFP®, Vice President, Senior Wealth Manager, explains the probate process in New York and what happens to assets after death—whether or not a will is in place.

He explains the New York probate process, executor responsibilities, and common estate administration challenges. He also shares practical planning considerations that may help families stay organized and prepared.

Camera lens held by a hand looking at a mountain and ocean

Lessons That Endure: Reflections on Leadership and Investing Through the Lens of Buffett, Munger, and Housel

Dylan Potter February 13, 2026

Vice President and Senior Wealth Manager Dylan Potter, CFA, CFP®, shares lessons gathered over decades of experience in leadership and investing. Influenced by thinkers such as Warren Buffett, Charlie Munger, and Morgan Housel, he offers reflections on optimism, discipline, and the value of staying grounded through change—principles that guide not only investing but life itself.

Why History Matters More Than Headlines: Investing Beyond the Last 24 Hours

Dylan Potter September 26, 2025

Headlines and market swings capture our attention, but they often lack lasting significance. By stepping back and considering the broader sweep of history, we can gain perspective on patterns of human behavior—resilience, innovation, and recovery—that continue to shape the world today.

The Fog of War—and Finance: Navigating Uncertainty in Breaking News

Dylan Potter June 13, 2025

Australian Field Marshal William Slim, who commanded troops in World Wars I and II, said, “In battle, nothing is ever as good or as bad as the first reports of excited men would have it.” As a young Army officer, I learned a simpler version: “The first report is always wrong.” This is generally true and something I was guilty of many times. When an event like an enemy attack occurs, subordinates report up the chain of command, but initial reports are often inaccurate.

Sunflower with raise of sunshine peaking through

Street$marts: Enhancing Your Charitable Giving–The Role of Donor Advised Funds and Qualified Charitable Distributions

Dylan Potter May 23, 2025

Today we’ll be discussing donor advised funds and qualified charitable distributions, which are two popular methods of charitable gifting. If you are one of the many individuals that donate to charity on a regular basis, you may find yourself wondering what your options are outside of the usual cash donation. Donor Advised Funds and Qualified Charitable Distributions are two methods of charitable giving that allow an individual to be strategic and thoughtful about how and when their donations are made.

Grandfather and grandsons sailing on a sail boat

The Joy of Spending: The Financial Advisor’s Guide to Meaningful Wealth

Dylan Potter March 14, 2025

One of the greatest joys of being a financial advisor isn’t watching a client’s portfolio grow or seeing a technical piece of a financial action plan come to fruition—it’s witnessing clients spend their money on things that bring them true joy.

Street$marts: 529 College Savings Plans–A Comprehensive Guide

Dylan Potter January 10, 2025

When it comes to saving for college, parents and guardians often search for tax-advantaged options that offer flexibility and growth potential. One of the most popular vehicles for this purpose is the 529 College Savings Plan. Introduced in 1996, 529 plans provide families with a tax-efficient way to invest money for education expenses. In this guide, we’ll dive deep into what 529 plans are, how they are taxed, key strategies to consider, how to change beneficiaries, and how withdrawals are taxed. Personally, I’m a fan of 529 plans. I have three New York 529 plans, one for each of my three boys.

multi generation family sitting on a log looking out a view from a mountain top

Lessons on Dying from Warren Buffett

Dylan Potter December 20, 2024

Warren Buffett often says that he wants to be remembered as a teacher. “That would be very flattering, I would feel, if that was on my tombstone,” he said in an interview in 2018. He is the world’s greatest investor, but he has the uncanny ability to break things down in such a way that they can be understood in the living rooms of ordinary Americans. Like my colleague Sarah Swan wrote last week, his wisdom is timeless. At age 94, Buffett recently shared his strategy for how to pass wealth on to the next generation while minimizing family conflicts. His advice is applicable, he says, even if you aren’t a billionaire like he is.

two girls walking down a path in golden light

Things I’ve Learned

Dylan Potter November 1, 2024

I have a habit of jotting down the lessons I’ve learned along the way, and while they might not always be captivating to others, I find them valuable. I think this habit goes back to my time in the Army, where we carried small, hardcover green notebooks in our cargo pockets. These “green notebooks” became repositories for countless notes, lessons learned, mission plans, and guidance. In fact, carrying a green notebook and a pen was an unspoken expectation for every leader—always ready to capture the insights of the moment.

American Flag waving in the wind behind a boat

Don’t Bet Against America, We’ll be Okay

Dylan Potter September 27, 2024

We are at the time of the cycle where talk turns to the election. If this update is too long, we have a simple message: regardless of who wins the election, don’t bet against America, we’ll be okay.

Dylan Potter

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