Experience

FTSE Russell, An LSEG Business

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Director/Global Investment Research, Investment Writer at FTSE Russell

  • Dec 2017 - Present



AllianceBernstein

• United States
• Investment Management
• 700 & Above Employee

• Director, Senior Investment Writer/Marketing & Communications

  • May 2003 - Jun 2017

   Partnered with senior multi-channel marketing and sales teams to design and execute investment campaign messaging, communications strategy and marketing content for a wide range of investor audiences  Analyzed and transformed raw research, investment insights and data into in-depth, thought-provoking white papers, speeches and presentations for targeted audiences and in support of strategic campaigns. Leveraged existing work into new media formats to maximize their reach.  Covered the gamut of marketing and communications media: multimedia/videos, microsites, blogs, speeches, one-on-one presentations, short and long-form reports (web and print) and advertorials.  Developed and wrote performance-review and client-service marketing materials, partnering with senior investment professionals and analysts, in support of the firm’s global active equity services.  Curated client segments of our website, blogs and social media sites to keep content fresh and relevant, including generating content of interest to those audiences.  Served as team leader for firm's ABLab's distributed ledger/blockchain technology working group, providing market intelligence and advising senior management on advances in this key fintech space. Licenses: Series 7 (Registered Representative); Series 16 (Supervisory Analyst) Show less



The Savoir Club - Executive Knowledge Sharing

• United States
• Advertising Services
• 100 - 200 Employee

• Managing Director/Senior Financial Writer/Special Projects Editor

  • Sep 1984 - Feb 2003

   Wrote comprehensive industry overviews and company research reports, in collaboration with senior research analysts, often improving their rankings in top investor polls.  Specialized in initial industry coverage launches, partnering with senior analysts in the development of their investment theses and industry themes, and creating related marketing materials for the saleforce.  Conceptualized and wrote special theme-oriented publications to support marketing efforts of the equity-research department’s US investment strategist.  Conceived/wrote/coordinated department-wide theme projects in collaboration with No. 1-ranked Institutional Investor accounting analysts and investment-strategy team, providing unique forum for communicating and marketing their views on key issues (Example: Goodbye, Goodwill, an industry-by-industry assessment of the financial and investment impact of these new accounting rules).  Trained new associate analysts to structure, write and market research reports.  Spearheaded major product-development projects, including the redesign of the department’s weekly publication, as well as the hiring and managing of freelance designers and the training of editorial staff.  Led editorial/production responsibilities for Corporate Finance Research group (1984-92), which grew to a peak of ten equity and fixed income analysts. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Writer/Editor

  • May 1982 - Sep 1984

   Edited analysts reports for quality, accuracy and clarity  Wrote/coordinated special sections for weekly Portforlio Strategist  Wrote/coordinated monthly Small-Cap/Special Situations publication, in collaboration with Special Situations research team  Wrote periodic Close-Ups on individual stock recommendations, augmenting analysts’ marketing efforts, particularly with retail clients  Edited analysts reports for quality, accuracy and clarity  Wrote/coordinated special sections for weekly Portforlio Strategist  Wrote/coordinated monthly Small-Cap/Special Situations publication, in collaboration with Special Situations research team  Wrote periodic Close-Ups on individual stock recommendations, augmenting analysts’ marketing efforts, particularly with retail clients