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
David J. Rouse Kevin Furey Headshot Mark-Lewis Jeff Simmons Headshot Cristina G. DeCotis Robert F. Van Note Daniel Miller Headshot
Alec DeWitt Daniel J. Fasciano, CFA, CMT, CAIA Lewis Collins Reid Galas Chris Iovanna
Bill Roberts Leigh Williamson Terrance Walsh Headshot Charlie-Kace Aaron C. Clark, CFA Dylan M. Conneely
JR Quick Harold Kotler John Fox Brian-King

A people-focused firm

Meet the Team