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
Robert F. Van Note John Fox Seamus Ryan Kevin Furey Headshot
Bill Roberts Chad O'Neil Karl Kyriss Mary Kane Brendan Doucette Dylan M. Conneely
Charlie-Kace Robert P. Shea, CFA Marty Tourigny Henry Askew David J. Rouse Jeff Devine Headshot Melissa F. Jacoby, Esq.
Mark-Lewis Taylor Cope, CFA Matthew J. Perachi Maya Mirson-Tohme, CFA Julie Sacchiero Headshot Reid Galas Brian-King

A people-focused firm

Meet the Team