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., John Hancock Financial Services, Touchstone Investments. Wealth Management: Cetera, Your Dedicated Fiduciary, Blueleaf.