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GW&K Investment Management
GW&K Investment Management, LLC is an SEC-registered investment adviser in Boston, MA, registered since 2002. The firm manages approximately $52.8 billion in...
GW&K Investment Management
GW&K Investment Management, LLC is an SEC-registered investment adviser in Boston, MA, registered since 2002. The firm manages approximately $52.8 billion in assets. It has 177 employees and 63 investment advisers.
General information
Firm type
RIA
Year founded
1974
AUM
$67 billion (per firm website, 2025)
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Additional offices
New York · Chicago · San Francisco
Principals
Harold G. Kotler
CEO
John J. C. O'Brien
Chief Investment Officer
William J. Katz
Managing Director, Director of Fixed Income
Sector focus
Frequently asked questions
Who runs investment decisions at GW&K?
John J. C. O'Brien serves as chief investment officer, overseeing the firm's fixed-income and equity teams. Harold G. Kotler is CEO and focuses on firm strategy. The investment committee includes senior portfolio managers across asset classes.
How does GW&K source proprietary deal flow?
GW&K relies on fundamental credit research and macroeconomic analysis rather than proprietary deal sourcing. The firm builds portfolios from publicly traded securities. Its research team produces independent credit opinions grounded in bottom-up analysis.
What investment stages does GW&K typically target?
GW&K primarily invests in publicly traded fixed-income and equity securities. Its strategies span core bonds, short-term bonds, municipal bonds, and large-cap equities. The firm does not engage in private equity or venture capital.
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