Harold Gilbert Kotler
Oprichter bij GW&K Investment Management LLC
Profiel
Mr. Harold G.
Kotler, CFA, is a Founder, Chairman & Chief Investment Officer at GW&K Investment Management LLC.
Upon joining the firm in 1975, he was the architect and chief strategist of the firm’s innovative flagship municipal bond investment strategy.
He was named President in 1985 and became CEO in 2006.
Through his leadership, GW&K has expanded its expertise across asset classes to fully serve our client base.
He chairs GW&K’s weekly Investment Committee offering important macro perspectives and challenging the discussion among our investment professionals.
He is also a member of GW&K’s Executive and Management Committees.
Mr. Kotler was previously a vice president of the U.S.
Trust Co., Boston; president of Barclay Asset Management Co., an advisory affiliate of U.S.
Trust; and vice president of Studley Shupert & Co., Inc., Boston.
Early in his career, he was an investment officer with the Newton Waltham Bank.
He received a BS/BA from Babson College in 1965.
He is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston.
Actieve functies van Harold Gilbert Kotler
| Bedrijven | Functie | Begin |
|---|---|---|
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Oprichter | 01-01-1974 |
Eerdere bekende functies van Harold Gilbert Kotler
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Opleiding van Harold Gilbert Kotler
| Babson College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
