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
Seamus Ryan Brendan Doucette Alec DeWitt Henry Askew Michael S. Baryski Michael Clare
Mark-Lewis Robert P. Shea, CFA Mark Beidleman Chris Iovanna Matthew V. Spiegel, CFA Chad O'Neil
matt bucci Matthew J. Perachi John Ferguson Headshot Brian-King Kyle Bush Jeff Simmons Headshot
Tom Powers JR Quick Dylan M. Conneely Jeff-Thibault Leigh Williamson Harold Kotler Reid Galas

A people-focused firm

Meet the Team