I help financial professionals like you increase the impact of your writing on clients and prospects. I write and edit white papers, articles, and investment commentary for leading investment and wealth management firms. My Investment Writing blog is popular with advisors who care about writing that deepens their connections with clients and prospects.
I have spoken on “How to Write Investment Commentary that People Will Read” across the U.S. and Canada for the CFA Institute because I enjoy training financial professionals to write better. Earlier, I was director of investment communications at Columbia Management Group, a trustee at Batterymarch Financial Management, and a staff reporter for a weekly mutual fund publication. I know how to use language as a financial professional and a journalist.
Articles that I have written, edited or ghostwritten have appeared in Advisor Perspectives, Boston Globe, Bottom Line/Personal, CFA Magazine, Financial Planning, Louis Rukeyser’s Mutual Funds, Wealth Manager, and other national publications.
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