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
Julie Sacchiero Headshot Pat Keogh Chris Iovanna Bill Roberts Michael S. Baryski JR Quick Mary Kane
Karl Kyriss Tom Powers Jeff-Whitney Alec DeWitt Michael Clare
Mark Beidleman Brian-King Terrance Walsh Headshot Lewis Collins John Fox Daniel Miller Headshot
Reid Galas Mark-Lewis Charlie-Kace Kara Foley Headshot John Ferguson Headshot Kyle Bush

A people-focused firm

Meet the Team