Representative Client List
Institutional Managers
- Acadian Asset Management
- Babson Capital L.L.C.
- Franklin Templeton Institutional
- Morgan Stanley Investment Management
- Robeco Investment Management, Inc.
- Seix Investment Advisors L.L.C.
Investment Consultants
- Casey Quirk
- Rogers, Casey
Mutual Funds
- Direxion Funds
- Eaton Vance
- Sustainable Asset Management
- Parametric Portfolio Associates
Hedge Funds
- Regiment Capital
- Robeco Sage
Private Client
- Fiduciary Trust Company International
Private Equity Firms
- Advent International
- Darby Overseas Investments, Ltd.
Venture Capital Firms
- BancBoston Capital
- Braemar Energy Ventures
- HLM Venture Partners
Holding Companies
- Affiliated Managers Group
- Mass Mutual Financial Group
For press interviews, please call (617) 461-7809 or contact us