Clients

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)

3EDGE Asset Management
3EDGE Asset Management
Adhesion Wealth Solutions
Adhesion Wealth Solutions
Affinity Investment Advisors
Affinity Investment Advisors
Alliance Bernstein
Alliance Bernstein
American Financial Exchange
American Financial Exchange
BlackRock
BlackRock
bluehub
bluehub
Bridgeway Capital Management
Bridgeway Capital Management
Brown Brothers Harriman
Brown Brothers Harriman
Calvert Group
Calvert Group
Citigroup
Citigroup
Dreyfus Corporation
Dreyfus Corporation
Envestnet
Envestnet
Global Asset Management
Global Asset Management
Investment Company Institute
Investment Company Institute
jo hambro
jo hambro
Manchester Capital Management
Manchester Capital Management
NYSE Specialist Association
NYSE Specialist Association
Parametric Portfolio Associates
Parametric Portfolio Associates
P J Solomon
P J Solomon
Payden & Rygel
Payden & Rygel
Rydex Investments
Rydex Investments
Solis Capital Partners
Solis Capital Partners
State Street Global Advisors
State Street Global Advisors
Scottish Widows Investment Partnership
Scottish Widows Investment Partnership
TD Ameritrade
TD Ameritrade
US Department of the Treasury
US Department of the Treasury
Wilmington Trust
Wilmington Trust
Women Investing in Security and Educatio
Women Investing in Security and Educatio