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
matt bucci Harold Kotler Robert F. Van Note Chad O'Neil Jeff Simmons Headshot
John Fox Karl Kyriss Jeff-Whitney Bill Roberts Kyle Bush Cristina G. DeCotis Alec DeWitt
Taylor Cope, CFA Henry Askew Melissa F. Jacoby, Esq. Terrance Walsh Headshot Reid Galas David J. Rouse Seamus Ryan Dylan M. Conneely
JR Quick Ross P. McWilliams Charlie-Kace

A people-focused firm

Meet the Team
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