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
Tom Powers David J. Rouse Chad O'Neil Kara Foley Headshot Julie Sacchiero Headshot Taylor Cope, CFA Charlie-Kace Daniel Miller Headshot
Chris Iovanna Pat Keogh Alec DeWitt Dylan M. Conneely Seamus Ryan
Lewis Collins Melissa F. Jacoby, Esq. John Ferguson Headshot Marty Tourigny Henry Askew Cristina G. DeCotis Karl Kyriss
Reid Galas Matthew V. Spiegel, CFA Matthew J. Perachi Jeff Devine Headshot John Fox

A people-focused firm

Meet the Team
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