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
Kara Foley Headshot Jay Hedstrom Matthew T. Wheeler, CFA Robert F. Van Note Michael S. Baryski Daniel J. Fasciano, CFA, CMT, CAIA Mike Rabuffo Daniel Miller Headshot
Andrew Russo Gaby Greenman Kevin Furey Headshot John Fox Brendan Doucette Ross P. McWilliams Alec DeWitt
Kyle Bush Lewis Collins Jeff-Thibault Taylor Cope, CFA Matthew V. Spiegel, CFA Melissa F. Jacoby, Esq. Karl Kyriss Reid Galas
Charlie-Kace Tom Powers Chad O'Neil Harold Kotler Mark Beidleman Joe Craigen Dylan M. Conneely Jeff Devine Headshot

A people-focused firm

Meet the Team

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