Dan Russo, CMT

Dan Russo, CMT

Dan Russo, CMT is a portfolio manager and director of research at Potomac Fund Management. Prior to joining Potomac in March 2021, he was the Chief Market Strategist at Chaikin Analytics.

Dan was an institutional sales professional for more than a decade at Needham and Company and Susquehanna International Group where he combined the research being done by the firms’ fundamental analysts with his own technical analysis to generate actionable trading ideas for hedge fund and mutual fund clients.

Dan started his career as a specialist and member at the New York Stock Exchange responsible for maintaining markets in the domestic equities, US-listed foreign equities and closed-end funds.

Dan is a Chartered Market Technician (CMT) and a member of the CMT Association. He holds an MBA in finance with an international designation from Fordham University.


  • Institutional Technical Analysis: Research, Trading, Portfolio Management & Allocation

    This Presentation was part of the 2022 Annual Symposium on April 28th-29th in Washington, DC. Technical Analysis is a universally applicable discipline. Our panelists will share their perspectives on how the tools of technical analysis have been applied across every role in...

  • NY Chapter Meeting - Current Market Discussion for June 2020

    In this panel discussion hosted on June 11, 2020, the New York Chapter featured three distinguished Chartered Market Technicians; Paul Ciana, Dan Russo, and J.C. Parets with Tyler Wood as the moderator. Dan Russo, CMT discussed how he is unconvinced that the recent rotation...

  • New York

    The New York Chapter of the CMT Association is co-chaired by the team of Michael Sroga, CMT, Alan Lax, CMT, Jay Woods, CMT, Tom Bruni, CMT and Dan Russo, CMT. One of the most active regions of the CMT Association, the New York Chapter holds meetings each month featuring some of...

  • Technically Speaking, February 2019