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Patricia K

Series 63, Series 65

New York, NY

Gotham Asset Management, LLC

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Gotham Asset Management since 2009. Kolb also has experience at Foreside Fund Distributors LLC since 2014. Gotham Asset Management is an equity-focused investment manager serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process to manage long/short and long-only equity strategies and oversees approximately $30 billion with a small senior investment team.

Active portfolio management Passive / index investing Founder/Business Owner
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Donato M

CFP®, Series 66

New York, NY

Gotham Asset Management, LLC

Donato Moneta is a CFP® with five years of industry experience, currently serving as a financial advisor at Gotham Asset Management, LLC. His prior experience includes roles at Mariner Wealth Advisors, CBIZ, Inc., and Marks Paneth LLP. Gotham Asset Management is an equity-focused investment manager providing discretionary portfolio management primarily to private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process and manages approximately $30 billion with a small senior investment team.

Active portfolio management Passive / index investing Founder/Business Owner
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Lisa C

Series 63, Series 65

New York, NY

Gotham Asset Management, LLC

Lisa Charkoudian Barry is a financial advisor at Gotham Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Gotham since 2013. Prior to that, she worked at Merrill from 2005 to 2013. Gotham Asset Management is an equity-focused investment manager serving private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research approach across long/short and long-only equity strategies and manages approximately $30 billion with a compact senior investment team.

Active portfolio management Passive / index investing Founder/Business Owner
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Oliver I

Series 66

New York, NY

Gotham Asset Management, LLC

Oliver Irwin is a financial advisor at Gotham Asset Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Foreside Funds Distributors LLC, Lord, Abbett & Co. LLC, Primary Insight LLC, and Northwestern Mutual. Irwin also has experience outside finance, including a role at The Smith Center for Infectious Disease. Gotham Asset Management is an equity-focused investment manager serving private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process and manages assets through long/short and long-only equity strategies across multiple investment vehicles.

Active portfolio management Passive / index investing Founder/Business Owner
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Rory C

CFP®, Series 63, Series 65

New York, NY

Gotham Asset Management, LLC

Rory Collins is a CFP® with 28 years of industry experience, currently serving at Gotham Asset Management, LLC since 2012. His prior work includes roles at Foreside Funds Distributor LLC, TIAA-CREF, and Fidelity. Gotham Asset Management is an equity-focused investment manager providing discretionary portfolio management to private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm follows a value-oriented, bottom-up fundamental research process, managing approximately $30 billion with a compact senior investment team.

Active portfolio management Passive / index investing Founder/Business Owner
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