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
John Fox Lewis Collins Taylor Cope, CFA Harold Kotler Michael Clare Matthew V. Spiegel, CFA
Michael S. Baryski Maya Mirson-Tohme, CFA Jeff Devine Headshot Karl Kyriss Terrance Walsh Headshot Robert P. Shea, CFA
Mary Kane Julie Sacchiero Headshot Dylan M. Conneely Matthew J. Perachi Leigh Williamson
Robert F. Van Note Chad O'Neil Mark-Lewis Mark Beidleman John Ferguson Headshot

A people-focused firm

Meet the Team
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