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
Seamus Ryan Daniel Miller Headshot Mark-Lewis Jeff Devine Headshot Alec DeWitt Matthew V. Spiegel, CFA
Michael S. Baryski Marty Tourigny Kevin Furey Headshot Harold Kotler Melissa F. Jacoby, Esq. Cristina G. DeCotis
JR Quick Jeff-Whitney Kristin Chisholm Jeff-Thibault Matthew J. Perachi
Mark Beidleman Daniel J. Fasciano, CFA, CMT, CAIA John Ferguson Headshot matt bucci Reid Galas Julie Sacchiero Headshot

A people-focused firm

Meet the Team
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