Nik Potapov, CFA

Assistant Portfolio Manager

(972) 852-4800 | nik@fluentfinancial.com

Nik joined the Fluent Financial team in 2022. Prior to joining Fluent Financial, he obtained experience in real estate acquisitions, corporate oil and gas finance, and investment banking. Nik graduated from SMU Cox School of Business with an MS in Business Analytics, and obtained his BBA in Finance from UT-Austin McCombs Business School. In November 2024, Nik successfully became a CFA Charterholder after passing the Level III exam. As the Assistant Portfolio Manager, Nik is responsible for assisting in the generation and management of the firm’s portfolios and risk management processes.

Prior to starting his educational and professional development in Texas, Nik lived in both Spain and Russia. While striving to play tennis professionally for over 12 years, he has also had the opportunity to visit over 35 countries and still considers travel one of his main hobbies. Additional and important interests include cooking, skiing, and spending time with his parents and three sisters.