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
Terrance Walsh Headshot Aaron C. Clark, CFA Jeff-Whitney John Ferguson Headshot Kristin Chisholm Brendan Doucette
Bill Roberts Daniel Miller Headshot Robert P. Shea, CFA Daniel J. Fasciano, CFA, CMT, CAIA Matthew V. Spiegel, CFA Jeff-Thibault
JR Quick Julie Sacchiero Headshot Chris Iovanna Melissa F. Jacoby, Esq. Pat Keogh
Dylan M. Conneely Matthew J. Perachi John Fox Charlie-Kace Cristina G. DeCotis Mark Beidleman Chad O'Neil Ross P. McWilliams

A people-focused firm

Meet the Team
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