etc

Clients

Here are some of the companies I’ve worked with. Many keep calling back — the very best compliment.
  • Invesco
  • Nuveen Investments
  • John Hancock
  • Delaware Investments
  • Wells Fargo Advantage Funds
  • FTN Financial
  • OppenheimerFunds
  • ThomsonReuters
  • Merrill Lynch Investment Managers (now BlackRock)
  • Northern Trust
  • Claymore Securities
  • Silicon Valley Bank
  • Chambers Street Properties
  • Deschutes Portfolio Strategies
  • Geode Capital Management
  • VSA Partners
  • Pivot Design
  • PDI Global
  • Complete Spectrum
  • McPhilimy Associates
  • Design Matters!

Other clients I’d name if their lawyers would let me (trust me, you’ve heard of them)

  • A very large privately held mutual fund company based in the Northeast
  • A New York-based Fortune 100 financial services company
  • A Midwest-based Fortune 100 insurance company
  • Another Midwest-based Fortune 100 insurance company