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- Representative clients:
- Aetos Capital
- AIG Global Investment Group
- AlphaSimplex
- Alstra Capital Management
- BARRA Strategic Consulting
- Canaan Partners
- Carleon Capital Partners LLC
- Casey, Quirk & Associates
- Citibank, N. A.
- Citigroup Asset Management
- Communicator Inc. (Bond Hub)
- Deloitte & Touche
- Fairfield, Bush & Co.
- Ferrer Freeman and Company
- FLAG Capital Management
- GE Asset Management
- GE Capital Equity Group
- GE Commercial Finance
- Greenwich Investment Management
- Hamilton Robinson Capital Partners
- Hatteras Funds
- Hewitt Associates
- Investment Counselors of Maryland
- John A. Levin & Co., Inc.
- Louis Dreyfus
- Nautic Partners
- New York Clearing House
- Oppenheimer Capital
- Orchard Global Asset Management
- Pentegra Retirement Services
- Pitcairn
- RayLign Advisory LLC
- Raylor Investments LLC
- RBS Group
- Rocaton Investment Advisors
- Rockefeller & Co.
- RogersCasey
- Rogge Global Partners
- Roundtable Investment Partners
- Schroder Capital Management
- Spruce Private Investors
- The Beacon Group
- Tiger Management LLC
- Watermark Capital Partners, LLC
- Wood Creek Capital Management
- Zephyr Management, L.P.
Know Your Clients’ Expectations to Exceed Them
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Hone Your Appeal to Attract Prospects
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Burnish Your Brand to Keep the
Best and Brightest
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Deliverables:
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