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
Dylan M. Conneely Alec DeWitt Henry Askew John Ferguson Headshot
Lewis Collins Kristin Chisholm Taylor Cope, CFA Robert F. Van Note Matthew J. Perachi
matt bucci Mary Kane Reid Galas Cristina G. DeCotis
Jeff Simmons Headshot Julie Sacchiero Headshot Aaron C. Clark, CFA Melissa F. Jacoby, Esq. Brendan Doucette Brian-King Tom Powers Mark-Lewis

A people-focused firm

Meet the Team