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
Pat Keogh Marty Tourigny Jeff-Whitney Karl Kyriss Daniel Miller Headshot Terrance Walsh Headshot
Charlie-Kace Jeff Devine Headshot Robert F. Van Note
Taylor Cope, CFA Harold Kotler Kristin Chisholm Reid Galas Kevin Furey Headshot John Ferguson Headshot
David J. Rouse Chad O'Neil Brian-King Kyle Bush Chris Iovanna

A people-focused firm

Meet the Team
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