With over 20 years of experience in the investment industry, I’ve had the privilege of participating in every stage of the investment communication journey. From translating academic research into actionable strategies for institutional investors to crafting client-focused content for advisors, my writing bridges the gap between ideas and impact.

My career began in compliance and regulatory Communications, where I served as a FINRA-registered principal for 15 years. This role gave me a deep understanding of the legal and regulatory frameworks that underpin the investment world—a foundation I’ve carried into my work as a writer.

In recent years, I’ve had the opportunity to write for an extraordinary range of audiences, including asset managers, RIAs, private equity leaders, compliance officers, and individual investors. This breadth of experience has given me a rare perspective on the financial communication lifecycle, allowing me to tailor content that resonates with diverse stakeholders.