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
John Fox Brian-King Lewis Collins John Ferguson Headshot
Bill Roberts Robert P. Shea, CFA Brendan Doucette Cristina G. DeCotis Kevin Furey Headshot Kyle Bush Leigh Williamson
Robert F. Van Note Ross P. McWilliams Charlie-Kace Kara Foley Headshot Karl Kyriss Michael Clare Michael S. Baryski
Maya Mirson-Tohme, CFA Pat Keogh Tom Powers Chad O'Neil Jeff-Whitney

A people-focused firm

Meet the Team
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