Co-CEOs appointed at GW&K Investment Management

Co-CEOs appointed at GW&K Investment Management
Thomas Powers, Bill Roberts share top spot; Harold Kotler becomes chairman effective July 1.
JUN 28, 2022

Boston-based GW&K Investment Management has appointed current co-presidents Thomas Powers and Bill Roberts the firm’s co-CEOs, replacing Harold G. Kotler who will become the firm’s chairman effective July 1.

Kotler, a founder of the firm, was the architect and chief strategist of its municipal bond investment strategy. He will continue to chair the investment committee.

“I am deeply proud of all we’ve accomplished together, including building trusted client relationships, giving back to our community and growing our business," Kotler said.

Powers and Roberts joined GW&K in the mid-1990s and were appointed co-presidents in 2006.

InvestmentNews 40 Under 40 event honors industry's rising stars

Latest News

 Younger Americans fear AI's retirement impact, Thrivent finds
Younger Americans fear AI's retirement impact, Thrivent finds

AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds

FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches
FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches

It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.

Wells Fargo touts AI Teammate to streamline advisors’ workloads
Wells Fargo touts AI Teammate to streamline advisors’ workloads

AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.

Advisor moves: &Partners reels in $524M RayJay team, Focus firm Eton Advisors welcomes Northern Trust alum
Advisor moves: &Partners reels in $524M RayJay team, Focus firm Eton Advisors welcomes Northern Trust alum

Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.

The exit planning conversations advisors need to have with business owners
The exit planning conversations advisors need to have with business owners

Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income