Individual Investors

At GW&K, individual investors can expect to find a range of investment strategies, sound advice, and a collaborative experience. Whether you are a seasoned, hands-on investor or someone who would rather delegate planning and execution to experts, you will find GW&K to be a responsive and creative partner.

We have served individuals and families for four decades and understand that accessibility and a willingness to listen can be just as important as investment acumen. This is especially true in times of increased market volatility. If having a consultative relationship with your investment professionals matters to you, count on GW&K to be there whenever you need us.

Relationship Management
Harold G. Kotler, CFA
Chief Executive Officer,
Chief Investment Officer
James M. McCarthy, CFA
Partner, Director, Client Service
Scott F. Baughman
Vice President, Relationship Manager

Mark Lewis, CFA
Vice President, Relationship Manager

Contact Us
Phone: 800.225.4236
Mutual Funds
Phone: 800.368.4410

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