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
Ugo Cvejtan Harold Kotler Jeff-Whitney Marty Tourigny Jeff Simmons Headshot Scott R. Peterson, CFA, CTFA, AEP
JR Quick Robert P. Shea, CFA Matthew V. Spiegel, CFA Melissa F. Jacoby, Esq. Charlie-Kace Kyle Bush Karl Kyriss
Lewis Collins Pat Keogh Leigh Williamson Taylor Cope, CFA Mark-Lewis John Ferguson Headshot
Aaron C. Clark, CFA John Fox Daniel Miller Headshot Mike Rabuffo Brendan Doucette Kevin Furey Headshot Jay Hedstrom

A people-focused firm

Meet the Team

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