I know that financial marketing teams depend on content. You need a steady stream of insightful material that builds trust with clients. And the deadlines just keep coming.
I’m an experienced writer with in-house experience spanning the gamut of investment products and services, from the most technical portfolio strategies to the psychological dimensions of investing. I’ve worked in risk management, product management and marketing, and investment strategy. I offer subject matter expertise on fixed income, equity and alternative investment strategies. I’ve also written extensively about macroeconomics, asset allocation, individual strategies, portfolio construction challenges and personal finance.
I’ve created content and communications tailored to institutional investors, high net worth clients, intermediary sales teams, C-suite execs and popular financial press readers. I’ve worked with the pickiest portfolio managers and demanding marketing teams to get the message just right for their audience. And with years of in-house experience, I know the most common compliance issues – so I write with an understanding of the typical compliance triggers.
I offer fresh angles that include the human dimension of financial ideas, products and services to make the topic relatable and engaging. I use simple and direct language, avoiding the jargon and corporate speak of the industry.
I’m easy to work with. I work to embody the ‘three A’s’ of a good partner – available, amiable and able. While I offer a unique background of financial services experience, I know it’s just as crucial to be a good collaborator. I am responsive and always meet deadlines. I love people and work well with all kinds of personalities.
