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
Maya Mirson-Tohme, CFA Daniel J. Fasciano, CFA, CMT, CAIA Kristin Chisholm Julie Sacchiero Headshot
JR Quick Jeff Devine Headshot Matthew J. Perachi Tom Powers
Kevin Furey Headshot Kyle Bush Cristina G. DeCotis
Alec DeWitt Harold Kotler Michael S. Baryski Aaron C. Clark, CFA Robert P. Shea, CFA Charlie-Kace Bill Roberts

A people-focused firm

Meet the Team
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