I enjoy "giving a voice" to financial professionals who are too busy--or lack the skills--to put their interesting ideas into persuasive writing. As a writer, editor, and writing workshop leader, I help financial professionals--and the marketers who work with them--save time and increase the impact ...more

I enjoy "giving a voice" to financial professionals who are too busy--or lack the skills--to put their interesting ideas into persuasive writing. As a writer, editor, and writing workshop leader, I help financial professionals--and the marketers who work with them--save time and increase the impact of their writing on clients and prospects. I write white papers, articles, and investment commentary for leading investment and wealth management firms and their vendors. I speak on how to write more effective investment commentary, emails, and blog posts. I also create and deliver customized writing workshops for corporate clients. I am the author of "Financial Blogging: How to Write Powerful Posts That Attract Clients." I understand communications from the perspective of a CFA charterholder, corporate employee, and journalist. Prior to my current career as a freelancer, 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. Specialties: Articles, white papers, investment commentary, and writing workshops in the areas of investment management and wealth management, blogging for financial advisorsless