WRITING & EDITING EXPERIENCE
Financial Advisor… (2010-present)
Propose story ideas, generate leads, research and write a broad spectrum of articles of interest to financial planners, estate lawyers, CPAs, and others in the industry. Identify relevant sources and conduct phone and e-mail interviews with financial advisors nationwide. Extensive coverage of long-term care, annuities, and insurance. Cover story profiling the nation's top independent advisory firm.
Institutional Investor …(1997-2016)
Research and write a wide variety of features. Conduct telephone interviews with and write profiles of sell-side and buy-side securities analysts across the U.S., U.K., Continental Europe, Asia and Latin America for the magazine's All-America Research Team and other rankings.
Write market overviews and profiles of securities-research departments, including cover stories, with biographies of principals and "best buy" lists.
On Investing …(1999-2002)
Propose, research and write cover stories and other features for this quarterly produced by Bloomberg for Charles Schwab clients.
Thomson Reuters/Multex.com …(1997-2002)
Generate ideas and write stock profiles and other articles on an increasingly frequent basis, ultimately weekly, for this online newsletter and database for individual investors.
Capital Group Companies …(2000-2001)
Part-time Web Module Writer
Write content for retirement-planning tax modules and asset allocation modules for the web sites of Capital Research and Management and Capital International Asset Management, respectively.
Individual Investor …(1999-2001)
Write cover stories, stock profiles and how-to features for this consumer monthly. Take assignments and propose story ideas.
Other Free-lance Writing and Editing …(1984-present)
(details upon request)
Create general-interest and specialty articles for print and online, op-ed pieces, TV scripts.
Harvard University …(1984)
A.B., Cum Laude. Major: Social Studies, an interdisciplinary honors concentration. Dean's List. Honorary John Harvard Scholarship. Student government.
Personal appearances on ABC's Prime Time Live, CNN, E! Entertainment Network, NPR's "Morning Edition," KFI and KPFK, Los Angeles, and KSLC, Salt Lake City. Quoted in The Daily Beast, The Wall Street Journal, U.S. News & World Report, and USA Today. Member Authors Guild of America. Personal: married, two children; interests include computers, books (reading & writing), film.