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Poterack Capital Advisory, Inc. Employee Directory

Financial ServicesNorth Carolina, United States0-1 Employees

Poterack Capital Advisory, Inc. is a financial services firm based in Charlotte, North Carolina. It appears to be a small practice, likely with a single adviser or a very small team. The firm emphasizes counseling and prioritizes enduring client relationships over transactions.

Its mission is to help clients ensure their strategies align with their values and objectives, offering peace of mind. Core values highlighted include attention to detail, personal responsibility, candid communication, listening to clients, and delivering a high-quality client experience built on mutually beneficial partnerships. In January 2026, Mercer Global Advisors announced it had acquired Poterack Capital Advisory.

Find Poterack Capital Advisory, Inc. employees' phone numbers or email addresses

Poterack Capital Advisory, Inc. Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Poterack Capital Advisory, Inc.'s Leadership

  • Stylized image of a person
    A. G.
    Project Manager
    Phone icon
    Mobile Phone

Poterack Capital Advisory, Inc. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Poterack Capital Advisory, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Project Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Feb 21, 2025

Frequently Asked Questions

What is Poterack Capital Advisory, Inc. known for?

Minus sign iconPlus sign iconPoterack Capital Advisory, Inc. operates in the Financial Services industry. The company's main headquarters is located in 2115 Rexford Road Suite 311 Charlotte, North Carolina 28211 United States; you can contact the main corporate office by phone at
+1-704-366-****
. Explore Poterack Capital Advisory, Inc.'s company overview page for more information.

What is Poterack Capital Advisory, Inc.'s most common email format?

Minus sign iconPlus sign iconPoterack Capital Advisory, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Poterack Capital Advisory, Inc. email formats with LeadIQ.

How many employees does Poterack Capital Advisory, Inc. have currently?

Minus sign iconPlus sign iconPoterack Capital Advisory, Inc. has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Poterack Capital Advisory, Inc.'s key employees and leadership?

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As of February 2026, Poterack Capital Advisory, Inc.'s key employees include:

  • Project Manager: A. G.

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