PVCSLOGO3.jpg
About Us

PotomacView Consulting Services, LLC is an innovative management consulting firm focusing on strategic research and planning. We consistently earn high marks for our knowledge and industry expertise. We are committed to high quality business solutions, personalized wealth management, client service and continuous improvement. We work closely with our clients to develop a plan of action that is customized to increase profits and business efficiencies. We use innovative and practical approaches to consulting that are focused, relevant, and strategically invaluable.

At PotomacView we work with some of the world's leading financial firms. PVCS has consulted on some of the largest corporate takeovers in the financial services industry. Our extensive knowledge and research base provide us with the expertise to work on a wide range of topics. PVCS works with our clients on corporate and equity analysis, compliance, regulatory and technology issues. We also consult on M&A, corporate growth strategy and organizational structure. From an investment perspective we provide consulting services on asset management including: asset managers, equity and debt securities, money management, asset allocation and risk analysis.

 

 

Robert Bickford

President & Founder

Mr. Bickford has over 25 years of experience in consulting, financial services and wealth management. He is retired from a major financial institution where he was a Senior Vice-President in wealth management. His extensive background includes expertise in asset management, brokerage, retail, insurance, and comprehensive wealth management. In addition, he has a wealth of knowledge and experience working with management teams formulating corporate strategy, management focus, training and development, employee benefits and retirement planning. In his role at PotomacView Consulting Services Mr. Bickford works with both domestic and international clients utilizing personalized business and wealth management consulting. He is a graduate of the University of Maryland, College Park. Mr. Bickford holds many licenses and certifications. He is a guest speaker and contributes articles, editorials and updates on economic topics.

 
CNBC Top News and Analysis