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
Matthew J. Perachi Jeff-Thibault JR Quick matt bucci Henry Askew
Mark-Lewis Maya Mirson-Tohme, CFA Jeff-Whitney John Fox Kyle Bush Daniel Miller Headshot
Reid Galas Brian-King Harold Kotler Lewis Collins Charlie-Kace
Jeff Simmons Headshot Michael S. Baryski Leigh Williamson Kristin Chisholm

A people-focused firm

Meet the Team