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
Maya Mirson-Tohme, CFA JR Quick Bill Roberts
Michael S. Baryski Kristin Chisholm Dylan M. Conneely Jeff Devine Headshot Julie Sacchiero Headshot Lewis Collins
Chad O'Neil Chris Iovanna Alec DeWitt Melissa F. Jacoby, Esq. Harold Kotler Karl Kyriss Aaron C. Clark, CFA
Robert P. Shea, CFA Kara Foley Headshot Daniel J. Fasciano, CFA, CMT, CAIA Daniel Miller Headshot David J. Rouse

A people-focused firm

Meet the Team