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
Terrance Walsh Headshot Brian-King Robert P. Shea, CFA Henry Askew Chris Iovanna David J. Rouse Reid Galas
Kristin Chisholm Mark Beidleman Michael S. Baryski Mary Kane
Kyle Bush Kevin Furey Headshot Harold Kotler Leigh Williamson Dylan M. Conneely
Bill Roberts Daniel Miller Headshot Michael Clare Pat Keogh Marty Tourigny Jeff Devine Headshot Matthew J. Perachi

A people-focused firm

Meet the Team