Client Engagements
- Adventity
- American Express
- American Stock Exchange
- Association of German Mortgage Banks
- ATM Corporation
- Baring Asset Management.
- Barra, Inc
- Bear Stearns
- BondDesk Group
- CIBC
- Cigna
- Citibank-Citicorp
- Deutsche Bank Securities
- Dun & Bradstreet
- General Motors Asset Management
- Guardian Life Insurance Company
- JPMorgan Chase
- JW Seligman
- Merrill Lynch
- National Financial Partners
- New York Life Investment Management
- Oxford Finance Corporation
- Penn Treaty
- Schwab Institutional
- Scudder Kemper Investments
- SWIFT
- Touchstone Funds
- TradeWeb
- Weiss Peck & Greer Investments
- Western & Southern
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