MULTI-GENERATIONAL LIVING.
THRIVE ACROSS GENERATIONS!
ABOUT POTOMAC DEVELOPMENT GROUP
In 2023, a parallel emerged between their personal lives and professional aspirations when they discovered their parents navigating similar life transitions. A confluence of their passions and long-term objectives in real estate led to a unified mission — to support their parents gracefully transitioning into retirement.
Witnessing analogous transitions within their communities — families merging households and imparting core values to the younger generations — Dr. Schwartz and Mr. Scott perceived a unique opportunity. They decided to combine their individual expertise and innovative visions to establish a business partnership with a core focus on assisting such families, striving to bring meaningful solutions and sustainable living environments to communities, enabling an enriching life for the generations to come.
Potomac Development Group is a specialized real estate investment company with a primary focus on new construction and add-a-level projects. It operates in the DC metropolitan area and capitalizes on the home inventory crisis by using spec home models to provide faster, more cost-effective solutions for multi-generational buyers seeking upscale modern homes.
CORE VALUES
Integrity
Transparency
Excellence
OUR LEADERSHIP TEAM
Our leadership team is comprised of an entrepreneurial group of innovative leaders and industry experts from all backgrounds including land development, home building, mortgage and banking, financial and asset management.
Montelli Scott
Chief Investment Officer
Seasoned Real Estate Expert
» Co-Founder of Prolific Capital and Prolific Investments
» 12 years RE acquisitions
» 4 years Land Value-Add Acquisitions
» 5 years Investor Relations and Dispositions Experience
Systems & Automation
» 10 years experience in Creative Deal Structuring & systems automation
Raised by a mother who is a social worker, Montelli became a mentor to many young adults in his community. Today, he is passionate about strengthening the community from within by supporting multi-generational families in wealth building through real estate.
Dr. Maria Schwartz
Chief Operations Officer
Seasoned Real Estate Expert
» Co-Founder of Prolific Capital
» 7 years multi unit rental management experience
Serial Entrepreneur
» Founded Vivid Connect Inc, Masha Schwartz Art and other ventures
» PMP Certified with 20 years experience in Program Management
» Helped develop UPCEA award-winning online tool for Drexel university
Originally from Ukraine, Dr. Schwartz embraces an entrepreneurial lifestyle in pursuit of increasing creativity, innovation and financial literacy worldwide. As part of this mission, she thrives on giving back to the community by helping support multi-generational families.
Mike Roberts
Board Advisor, CFA
2x Succurxjal Entrepreneur
» Founding Partner at Atena Capital Partners and founder of AleFi
» Succurxjally raised capital for early-stage startups to mature companies for both equity and debt financing
» Led a team of analysts at JP Morgan in a project that generated $50M+ yearly
Financial Risk Expert
» Holds CFA Level I, Series 63, 65, 79, and a master's in finance from Georgetown
Mike was born and raised in El Salvador and is very passionate about fintech solutions and innovations in the Real Estate sector and beyond.
Amit Bery
Construction Board Advisor
DC Real Estate Expert
» Second Generation builder
» Founder of Bery Builders
» Expertise in building luxury, multi-million dollar estates, custom single family homes and townhomes
» Built homes in Vienna, McLean, Fairfax, Springfield, Arlington, Annandale
» Land Development
Project Management
» PMP Certified
Amit is passionate about helping people and other immigrant families. Balance, family, and stewardship are his core principles.
Reagan Bonlie
Board Advisor
Banking & Finance
» CEO & Co-Founder of Nudge Money
» Grew Investment Book of Business to $140MM from Scratch» Led Investment Team to Achieve Top-Tier Rank Nationally
» Reached Top 5 Fastest Growing Financial Advisors in the Country
» Recognized by JPMorgan’s Head of Products and Advice as Top 10 in Financial Planning
» Awards for Highest Market, Divisional, and National Achievements
Financial Risk Expert
» Series 10, Series 9, Series 7, Series 6, Series, 66, Series 63 Licensed Life and Health Insurance Licensed
As a product of immigrant families, Reagan is deeply committed to supporting underserved communities and advocating for animal welfare. Alongside his professional pursuits, Reagan takes pride in his roles as a devoted husband, father, and owner of a horse farm. He remains a forever student in culture, language, diversity, wellness, and technology
Montelli Scott
Chief Investment Officer
Dr. Maria Schwartz
Chief Operations Officer
Mike Roberts
Board Advisor, CFA
Amit Bery
Development Board Advisor
Reagan Bonlie
Board Advisor
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Seasoned Real Estate Expert
» Co-Founder of Prolific Capital and Prolific Investments
» 12 years RE acquisitions
» 4 years Land Value-Add Acquisitions
» 5 years Investor Relations and Dispositions Experience
Systems & Automation
» 10 years experience in Creative Deal Structuring & systems automation
Raised by a mother who is a social worker, Montelli became a mentor to many young adults in his community. Today, he is passionate about strengthening the community from within by supporting multi-generational families in wealth building through real estate.
Tab
Seasoned Real Estate Expert
» Co-Founder of Prolific Capital
» 7 years multi unit rental management experience
Serial Entrepreneur
» Founded Vivid Connect Inc, Masha Schwartz Art and other ventures
» PMP Certified with 20 years experience in Program Management
» Helped develop UPCEA award-winning online tool for Drexel university
Originally from Ukraine, Dr. Schwartz embraces an entrepreneurial lifestyle in pursuit of increasing creativity, innovation and financial literacy worldwide. As part of this mission, she thrives on giving back to the community by helping support multi-generational families.
Tab
2x Succurxjal Entrepreneur
» Founding Partner at Atena Capital Partners and founder of AleFi
» Succurxjally raised capital for early-stage startups to mature companies for both equity and debt financing
» Led a team of analysts at JP Morgan in a project that generated $50M+ yearly
Financial Risk Expert
» Holds CFA Level I, Series 63, 65, 79, and a master's in finance from Georgetown
Mike was born and raised in El Salvador and is very passionate about fintech solutions and innovations in the Real Estate sector and beyond.
Tab
DC Real Estate Expert
» Second Generation builder
» Founder of Bery Builders
» Expertise in building luxury, multi-million dollar estates, custom single family homes and townhomes
» Built homes in Vienna, McLean, Fairfax, Springfield, Arlington, Annandale
» Land Development
Project Management
» PMP Certified
Amit is passionate about helping people and other immigrant families. Balance, family, and stewardship are his core principles.
Tab
Banking & Finance
» CEO & Co-Founder of Nudge Money
» Grew Investment Book of Business to $140MM from Scratch
» Led Investment Team to Achieve Top-Tier Rank Nationally
» Reached Top 5 Fastest Growing Financial Advisors in the Country
» Recognized by JPMorgan’s Head of Products and Advice as Top 10 in Financial Planning
» Awards for Highest Market, Divisional, and National Achievements
Series 10, Series 9, Series 7, Series 6, Series, 66, Series 63 Licensed Life and Health Insurance Licensed
As a product of immigrant families, Reagan is deeply committed to supporting underserved communities and advocating for animal welfare. Alongside his professional pursuits, Reagan takes pride in his roles as a devoted husband, father, and owner of a horse farm. He remains a forever student in culture, language, diversity, wellness, and technology
ABOUT PDG