Hi, I'm Carolyn
I’m a freelance financial writer. I help asset managers, banks and other financial organizations create the kind of content that engages and informs. I specialize in writing about complex topics in a relaxed and direct way.
About Me
I started out in risk management at a New York brokerage firm, later working at Lehman Brothers/Neuberger Berman in product marketing and investment strategy. I’ve been writing for financial clients since 2015.Â
Clients and publications include: Bank of America, Citizens Bank, UBS, People’s United Bank, KKR, Neuberger Berman, Janus Capital, Homestead Funds, research firm Escalent, Platinum Equity, GCM Grosvenor and many more.
I’m a CFA charterholder, and I earned an MBA in Analytic Finance from the University of Chicago Booth School of Business. I work from the Seattle area, where I live with my husband, three kids and tiny spaniel.
Let's Work Together
Research Projects
I love helping firms with original research. Got a pile of survey data? I can be your Chief Storyteller, helping you find the trendlines and bring them to life in content.
White Papers
White papers are still a cornerstone of thoughtful marketing. I ghostwrite corporate white papers, relying on interviews and supplemental research for your topic of choice.
Work Experience
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My Portfolio
What My Clients Says
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