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
Robert P. Shea, CFA Michael S. Baryski Reid Galas Pat Keogh
Kyle Bush Karl Kyriss Kara Foley Headshot Maya Mirson-Tohme, CFA Daniel J. Fasciano, CFA, CMT, CAIA
Lewis Collins Chad O'Neil Julie Sacchiero Headshot Harold Kotler Jeff-Whitney Seamus Ryan Cristina G. DeCotis
Brian-King Bill Roberts Leigh Williamson Mary Kane Terrance Walsh Headshot Kristin Chisholm

A people-focused firm

Meet the Team
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