Our Clients Include:

  • Alain L. Locke Elementary School
  • Alembic Health Communications
  • American Lung Association
  • Arden Asset Management
  • Broadfin Capital
  • Cavanal Hill
  • Choices in Childbirth
  • Cooney Waters Unlimited
  • Disney Vacation Club
  • Dakota Funds
  • Davis Advisors
  • Financial Decisions
  • First Eagle Funds
  • Gotham Media Ventures
  • Hamlin Capital Management
  • Harbor Group
  • Healthy Home Energy & Consulting
  • Hennessy Funds
  • Hill & Knowlton Strategies
  • Hudson Heritage Federal Credit Union
  • Inwood House
  • JCPR
  • K.F. Griffin Funds
  • Lattice Strategies
  • Legg Mason Scholars Choice
  • Lilly
  • Lord Abbett
  • Merrill Corporation
  • MSLGROUP
  • Mutual Fund Education Alliance
  • National Foundation for Infectious Diseases
  • New York Hospital Queens
  • New York Life
  • The New York Times
  • NICSA
  • OppenheimerFunds
  • Osterweis Capital Management
  • Paradigm Capital Management
  • Pfizer
  • Prudential
  • Public Prep
  • Rothko
  • The Royce Funds
  • Sanofi Pasteur
  • Scholastic
  • Southeastern Asset Management
  • Standard & Poor’s
  • StoneCastle Partners
  • Thomson Reuters
  • Town Sports International
  • Tweedy, Browne Company
  • Value Line Funds
  • Water Island Capital
  • WNC
To learn more about our work with these clients, please contact us.