Financial Services Clients

DLPR’s Financial Services clients include investment banks; wealth advisory and research firms; brokers/dealers; economists; and law, accounting, real estate, housing and various advisory firms.

  • A consulting firm that provides public and private retirement plan sponsors with a variety of advisory services. The firm has $67 billion in asset under advisement.

  • One of the largest independent providers of risk, compliance and transaction management solutions for the mortgage banking industry.

  • Well known sell-side research firm in the areas of corporate breakups, spin-off’s and special situations.

  • Fi360 provides RIAs with investment fiduciary education, practice management and support.

  • JMP Group Inc. (NYSE: JMP) is a full-service investment banking and asset management firm.

  • Okapi Partners LLC is a leading proxy solicitation and investor response firm that advises corporations, institutional investors and mutual fund companies.

  • Raymond James is a publicly held financial services firm with total client assets of more than $450 billion.

  • Training The Street (TTS) provides instructor-led courses to investment banks, business schools, and top universities worldwide. It offers training programs to Wall Street’s ten largest banks, as well as 23 of the 25 highest ranked MBA programs in the U.S.