Sample Clients Served
Asset Management: Baring Asset Management, Brinker Capital, CMG Capital Management Group, Hanlon Investment Management, Hudson Capital, Robeco Investments, Toews Corp., Russell Investments, PGIM.
Brokerage: TD Ameritrade, tastyworks.
ETFs: Select Sector SPDRs.
Financial Education: Investools, TheoTrade, Seeking Alpha.
Financial Media: Reuters, tastytrade.
Mutual Funds: Neuberger Berman, Putnam Investments, Oppenheimer & Co., Touchstone Investments.
Wealth Management: Cetera, Your Dedicated Fiduciary, Blueleaf.