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
Daniel J. Fasciano, CFA, CMT, CAIA Seamus Ryan Pat Keogh Chris Iovanna Robert P. Shea, CFA Kristin Chisholm
Kyle Bush Marty Tourigny Mary Kane
Michael Clare Mark Beidleman Chad O'Neil Matthew J. Perachi Taylor Cope, CFA Robert F. Van Note
Terrance Walsh Headshot Henry Askew Michael S. Baryski Jeff Devine Headshot Maya Mirson-Tohme, CFA Dylan M. Conneely Mark-Lewis

A people-focused firm

Meet the Team