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 Maya Mirson-Tohme, CFA Chris Iovanna Taylor Cope, CFA Seamus Ryan David J. Rouse Cristina G. DeCotis
Kyle Bush John Fox Kristin Chisholm Tom Powers Melissa F. Jacoby, Esq. Michael Clare
Mary Kane Brian-King Jeff-Thibault matt bucci
Brendan Doucette Bill Roberts Matthew V. Spiegel, CFA Henry Askew Michael S. Baryski Karl Kyriss

A people-focused firm

Meet the Team
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