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
Harold Kotler Kristin Chisholm Kevin Furey Headshot Kyle Bush Tom Powers
Michael S. Baryski Terrance Walsh Headshot Cristina G. DeCotis Robert P. Shea, CFA Matthew V. Spiegel, CFA Mark Beidleman
Bill Roberts Reid Galas Dylan M. Conneely Maya Mirson-Tohme, CFA Daniel Miller Headshot
Jeff Devine Headshot Seamus Ryan Mark-Lewis Henry Askew Karl Kyriss

A people-focused firm

Meet the Team
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