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
Melissa F. Jacoby, Esq. Daniel Miller Headshot Matthew V. Spiegel, CFA John Ferguson Headshot Julie Sacchiero Headshot William Sterling, Ph.D. Matthew J. Perachi
Robert P. Shea, CFA Terrance Walsh Headshot Seamus Ryan Kara M. South, CFA Matthew T. Wheeler, CFA
Scott R. Peterson, CFA, CTFA, AEP Brendan Doucette Jim-McCarthy Daniel J. Fasciano, CFA, CMT, CAIA Leigh Williamson Kara Foley Headshot Chad O'Neil
Michael Clare Kyle Bush Jeff Simmons Headshot Mark-Lewis Nate Sensor Alec DeWitt

A people-focused firm

Meet the Team

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GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

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