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
John Ferguson Headshot Marty Tourigny Brian-King Charlie-Kace Chad O'Neil
Jeff-Thibault Harold Kotler Dylan M. Conneely Bill Roberts Jeff-Whitney Kristin Chisholm Leigh Williamson Jeff Devine Headshot
Pat Keogh Alec DeWitt Brendan Doucette Tom Powers Robert F. Van Note
Kevin Furey Headshot Mark Beidleman John Fox Terrance Walsh Headshot Karl Kyriss

A people-focused firm

Meet the Team
  • This field is for validation purposes and should be left unchanged.