Financial Services Clients

DPR’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.

  • The national trade association serving America’s credit unions, and one of the ten largest political action committees in the U.S.

  • 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.

  • An independent advisory firm focused on tax-advantaged financial planning with an emphasis on preservation of capital, risk mitigation and income growth.

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

  • MLV & Co. is an investment bank and institutional broker dealer. It serves as both an advisory firm and capital markets resource, with sector focuses in healthcare, energy, technology, real estate, and financials.

  • 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.

  • A consultancy that helps high-net worth individuals and family offices evaluate their current financial advisor as well as the suitability of their portfolios.

  • 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.