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Our History
Our History
The firm has grown steadily through
referrals from clients & vendors​
1983
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The NYSE Chairman and CFO at Met Life retain Alan Biller as consultant.
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SRI International retains the firm to review one of the largest union defined benefit plans in the nation.
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1984
First of a long series of assignments as an expert witness in fiduciary responsibility.
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1986
$6 billion under advisement
2 employees
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