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
Lewis Collins Mark Beidleman Maya Mirson-Tohme, CFA Pat Keogh Daniel Miller Headshot
Reid Galas David J. Rouse Julie Sacchiero Headshot Chad O'Neil Leigh Williamson
Kyle Bush Mark-Lewis Jeff Simmons Headshot Mary Kane Melissa F. Jacoby, Esq.
Harold Kotler Jeff Devine Headshot Karl Kyriss Terrance Walsh Headshot Daniel J. Fasciano, CFA, CMT, CAIA

A people-focused firm

Meet the Team