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
Daniel J. Fasciano, CFA, CMT, CAIA Lewis Collins Melissa F. Jacoby, Esq. Jeff Simmons Headshot Dylan M. Conneely Cristina G. DeCotis
Kara Foley Headshot Terrance Walsh Headshot Alec DeWitt Tom Powers Mark Beidleman
Mary Kane JR Quick Chad O'Neil Brendan Doucette Daniel Miller Headshot
Robert P. Shea, CFA Marty Tourigny Jeff-Thibault

A people-focused firm

Meet the Team
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