cli·ents

I have represented innovative start-ups, mature companies and individuals in a broad range of financial sectors including ETFs, mutual funds, investment management, asset consulting, consumer and commercial banking, investment banking, online brokerage, marketplace lending, P2P , financial advisors and advisory firms.

I have also represented real estate firms, law firms, and management consultants. Along, with my partner at Influence Consulting, Frances Del Valle, we have also represented innovative fintech start-ups. Sample clients served:

  • American Express
  • Banco Popular / Popular Community Bank
  • Baring Asset Management
  • BorrowersFirst
  • Boston Consulting Group
  • Brinker Capital
  • Castle Harlan
  • C.B. Richard Ellis
  • CMG Capital Management Group
  • Commercial Bank of New York
  • Hudson Capital
  • Iacocca Capital Management Group
  • John Hancock Financial Services
  • Lehman Brothers
  • National Financial Partners
  • Neuberger Berman
  • Oppenheimer & Co.
  • Prudential Asset Management Group
  • Putnam Investments
  • Reckson Associates (NYSE:RA)
  • Robeco Investments
  • Russell Investments
  • Select Sector SPDRs
  • Simpler Trading
  • tastytrade
  • TD Ameritrade
  • thinkorswim
  • Tishman Holdings Corp.
  • Touchstone Investments
  • I think you can add illiterate to the string of audacious @realDonaldTrump Tweets. It's "our" not "are." BAD! https://t.co/5JHr4XoYrU —...

    December 28, 2015
  • AdvisorCentral was created to keep advisors informed about investments, the markets and the economy. Every week AdvisorCentral posts analysis and...

    December 28, 2015
  • Google Tweak Reminds FAs to Get Mobile-Friendly A change next month in how websites will show up in some Google...

    March 19, 2015
  • I love HootSuite. I’ve been using it for years. It manages all my social media outlets very nicely and effectively....

    August 8, 2014
  • CMG Capital Management Group CEO Steve Blumenthal initiated his monthly analysis of the Zweig Bond Model in Forbes. See Zweig...

    August 4, 2014
  • Seeking Alpha, the popular and respected online financial community, has been dumped by Yahoo Finance. In an awkward missive to...

    August 2, 2014
  • Twitter is ascending, with new, impressive content marketing applications. Time to Tweep up. See Digital Intelligence Today....

    April 22, 2014
  • A huge shout out to Tom, Kristi, Woody, Beth and the entire growing tastytrade crew in Chicago for their two...

    December 3, 2013