Harold Gilbert Kotler
Fundador en GW&K Investment Management LLC .
Perfil
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.
Cargos activos de Harold Gilbert Kotler
| Empresas | Cargo | Inicio |
|---|---|---|
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 serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Fundador | 01/01/1974 |
Antiguos cargos conocidos de Harold Gilbert Kotler.
| Empresas | Cargo | Fin |
|---|---|---|
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 | - |
Formación de Harold Gilbert Kotler.
| Babson College | Undergraduate Degree |
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| Empresas privadas | 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 serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | 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 |
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