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Harold Kotler

Founder- Chairman at GW&K Investment Management

No current adviser or broker registration

Harold Kotler is Founder- Chairman of GW&K Investment Management, LLC, a Boston investment adviser managing $52.8B. Harold Kotler has past investment-adviser registrations through 1 firm and has passed the Series 65.

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Past adviser firms
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Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Harold Kotler has been Founder- Chairman of GW&K Investment Management since June 2022. Harold Kotler is a control person of the firm and directly owns under 5% of it. Harold Kotler holds a BS/BA from Babson College (1965).

GW&K Investment Management, LLC is a Boston, MA firm with $52.8B under management, 48,710 clients and 63 advisers in one office, as of its March 2026 filing.

GW&K identifies Harold Kotler as Founder-Chairman and Chief Investment Officer.

  1. – · 25 years
    Boston, MA · Adviser representative · Firm CRD 121942

Credentials and registrations

Professional designations

Listed by GW&K Investment Management and the sources below

  • CFA charterholder

Examinations

Series 6517 May 1994
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Harold Gilbert Kotler
CRD
2489701

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Harold Kotler work?

Harold Kotler has been Founder- Chairman of GW&K Investment Management, LLC since June 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

Does Harold Kotler have a current investment-adviser registration?

Harold Kotler has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 17 October 2026

What exams has Harold Kotler passed?

Harold Kotler passed the Series 65 in May 1994.

Source: IAPD individual record, checked 17 October 2026

Where was Harold Kotler previously registered as an investment adviser?

Harold Kotler has past investment-adviser registrations through Gw&k Investment Management, LLC, April 1994 to December 2019, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Is Harold Kotler a CFA charterholder?

GW&K Investment Management lists Harold Kotler with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.

Source: Official firm biography

Leadership at GW&K Investment Management

Sources

  1. IAPD individual record, CRD 2489701. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of GW&K Investment Management, LLC, filed 26 March 2026. Title, control and ownership bands.
  3. Official firm biography. Biography, education, credentials.

Retrieved 17 October 2026. The SEC record may have been amended since.

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