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
Mary Kane Matthew V. Spiegel, CFA Robert P. Shea, CFA John Fox Lewis Collins Jeff-Whitney Brendan Doucette Cristina G. DeCotis
Karl Kyriss Michael Clare Matthew J. Perachi Reid Galas Alec DeWitt Robert F. Van Note
Aaron C. Clark, CFA John Ferguson Headshot Kyle Bush Leigh Williamson Michael S. Baryski Daniel Miller Headshot Kristin Chisholm Harold Kotler
Julie Sacchiero Headshot Kara Foley Headshot Kevin Furey Headshot Dylan M. Conneely Pat Keogh Jeff Devine Headshot Marty Tourigny

A people-focused firm

Meet the Team
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