Joseph Potosky, CLU, ChFC
Head of Employee Benefits Services
Joseph Potosky is a specialist in the construction and management of employer-provided group benefit plans. He has spent nearly two decades helping organizations and their employees obtain the most value from their benefits packages.
As director of pensions and benefits services at MV Financial, Joe works hand-in-hand with organizations developing and optimizing their defined contribution plans, preparing for emergent federal regulations, and educating employees. He believes in empowering employees with a full set of tools for making investment decisions uniquely appropriate to their financial objectives, risk tolerance, and special circumstances.
Joe is sought after for his insights on employee benefit issues, including pension and healthcare reform. He has spoken at the Maryland Association of Health Underwriters, National Association of Insurance and Financial Advisors’ Maryland chapter, Nonprofit HR Conference, Goodwill Industries’ National Conference, and DC Health Link. Prior to his career in financial services, Joe worked in accounting and regulatory management for Bell Atlantic Corporation.
Joe graduated with honors from the University of Maryland, College Park, where he obtained both a B.S. degree and an MBA in Business Administration. He also has an M.A. in Telecommunications Policy from George Washington University and a J.D. from the University of Maryland. Joe holds the professional designations of Chartered Life Underwriter and Chartered Financial Consultant. Additionally, he holds the Patient Protection and Affordable Care Act (PPACA) certification from the National Association of Health Underwriters. He is a member of the Maryland Bar Association.