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Our clients include some of the world’s most prestigious financial institutions whose businesses represent a broad range of financial services. We form close partnerships with clients and, in a business known for its turnover, our clients stay with us for the long term. We often continue to advise and work with them as they move ahead in their careers through multiple jobs, sometimes for decades. 

  • 3EDGE Asset Management

  • Adhesion Wealth Solutions

  • Affinity Investment Advisors

  • Alliance Capital (now Alliance Bernstein)

  • American Financial Exchange

  • BlackRock

  • BlueHub Capital

  • Bridgeway Capital Management

  • The 1818 Funds, Brown Brothers Harriman

  • The Calvert Group 

  • Citigroup

  • The Dreyfus Corporation

  • Envestnet 

  • Global Asset Management 

  • Investment Company Institute

  • J O Hambro Capital Management

  • Manchester Capital Management

  • NYSE Specialist Association

  • Parametric Portfolio Associates

  • P J Solomon

  • Payden & Rygel

  • Rydex Investments

  • Solis Capital Partners

  • State Street Global Advisors

  • SWIP (Scottish Widows Investment Partnership) 

  • TD Ameritrade

  • US Department of the Treasury

  • Wilmington Trust

  • Women Investing in Security and Education (Pro bono client)

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