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
Henry Askew Aaron C. Clark, CFA Jeff-Whitney Karl Kyriss Lewis Collins Jeff-Thibault
Mary Kane Alec DeWitt Terrance Walsh Headshot Brian-King Kevin Furey Headshot Harold Kotler
Tom Powers Bill Roberts Daniel J. Fasciano, CFA, CMT, CAIA JR Quick Marty Tourigny
Jeff Simmons Headshot Seamus Ryan Mark-Lewis Matthew J. Perachi Robert F. Van Note Taylor Cope, CFA

A people-focused firm

Meet the Team