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
Terrance Walsh Headshot Leigh Williamson Mark Beidleman Kristin Chisholm
Reid Galas Pat Keogh Mary Kane Jeff-Whitney Brendan Doucette Michael S. Baryski
Seamus Ryan Kara Foley Headshot Brian-King Aaron C. Clark, CFA Daniel J. Fasciano, CFA, CMT, CAIA
David J. Rouse Alec DeWitt Daniel Miller Headshot Karl Kyriss Jeff-Thibault

A people-focused firm

Meet the Team
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