# GW&K Investment Management

GW&K Investment Management is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1974
- **Assets under management:** $67 billion (per firm website, 2025)
- **Website:** www.gwkinvest.com
- **LinkedIn:** https://www.linkedin.com/company/gw&k-investment-management

## Regulatory record

- **CRD number:** 121942
- **SEC file number:** 801-61559
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121942

## About

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.

## Sectors

- Fixed Income
- Equities
- Municipal Bonds
- Investment Grade Credit
- High Yield

## Offices

- New York
- Chicago
- San Francisco

## People

- Harold G. Kotler — CEO
- John J. C. O'Brien — Chief Investment Officer
- William J. Katz — Managing Director, Director of Fixed Income

## 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.

## Related profiles

- [Hyams Investments](https://altss.com/profile/hyams-investments-inc)
- [Proctor Financial](https://altss.com/profile/proctor-financial)

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Last updated: 2026-06-03T20:00:00.000Z

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