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
Taylor Cope, CFA JR Quick Robert P. Shea, CFA Terrance Walsh Headshot John Fox Chris Iovanna
Seamus Ryan Brendan Doucette Kara Foley Headshot Matthew V. Spiegel, CFA Daniel J. Fasciano, CFA, CMT, CAIA
Harold Kotler Michael S. Baryski Kristin Chisholm Marty Tourigny Jeff-Whitney Pat Keogh Michael Clare
Melissa F. Jacoby, Esq. Chad O'Neil Charlie-Kace Cristina G. DeCotis Henry Askew Jeff-Thibault

A people-focused firm

Meet the Team