Our Firm

We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.

Hear more from our Founder-Chairman Harold Kotler and co-CEOs, Tom Powers and Bill Roberts, about who we are and what we do in this video.

About Our Firm
Joe Craigen Henry Askew Gaby Greenman Jeff Simmons Headshot Daniel J. Fasciano, CFA, CMT, CAIA Chris Iovanna
Andrew Russo Karl Kyriss Ugo Cvejtan Aaron C. Clark, CFA David J. Rouse Jeff Devine Headshot Julie Sacchiero Headshot
Reid Galas Nate McNamee Headshot Mary Kane John Ferguson Headshot Maya Mirson-Tohme, CFA Terrance Walsh Headshot William Sterling, Ph.D. Matthew T. Wheeler, CFA
Jim-McCarthy Scott R. Peterson, CFA, CTFA, AEP Kevin Furey Headshot Leigh Williamson Lewis Collins Kyle Bush

A people-focused firm

Meet the Team

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