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Previous Clients include individuals and the following organizations:
  • Merrill Lynch
  • Smith Barney
  • Union Bank of Switzerland
  • T. Rowe Price
  • Janus Capital Group
  • Wachovia Securities
  • LPL Financial Services
  • Raymond James
  • Legg Mason Capital Management
  • Putnam Investments
  • Neuberger-Berman
  • RBC Dain Rauscher
  • Guardian Investor Services
  • ICICI Venture Group
  • Southwest Financial Services
  • Mutual Service Corporation
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