Investment Advisors

Our principals have been fortunate to have spent time working in every aspect of the investment management business – as investment managers, investment consultants and plan sponsors. Our 360 degree perspective gives us insight into best practices within each of our ten services. During their careers, our principals have worked with the following organizations. After reviewing the list below, please contact us to learn more.

  • AllianceBernstein Corp.
  • Anchorage Capital Management, LLC
  • AQR Capital Management, LLC
  • Ativo Capital Management, LLC
  • Arrowhawk Capital Partners
  • Barclays Global Investors
  • BlackRock Inc.
  • The Blackstone Group
  • BME Investments
  • Breeden Capital Partners
  • Bridgewater Associates
  • Channing Capital Management, LLC
  • DB Advisors
  • The D.E. Shaw Group
  • Dorchester Capital Management, LLC
  • Fir Tree Partners
  • First Quadrant LP
  • FrontPoint Partners
  • Goldman Sachs Asset Management
  • Graham Capital Management
  • Grantham, Mayo, van Otterloo and Company, LLC
  • Gresham Capital Management
  • Highland Capital Management
  • HighVista Strategies
  • Icahn Partners
  • King Street Capital Management
  • Knight Vinke Asset Management
  • Leuthold Weeden Capital Management
  • Marathon Asset Management
  • Maverick Capital, Ltd.
  • Mellon Capital Management
  • Monroe Capital Partners
  • Och-Ziff Capital Management
  • Pacific Investment Management Company (PIMCO)
  • Passport Capital Management
  • Paulson and Company, Inc.
  • Pershing Square Capital Management
  • Relational Investors
  • Renaissance Technologies LLC
  • The Riverside Company
  • Sequoia Capital
  • Sprott Asset Management
  • Vermillion Asset Management
  • Wellington Management Company