Mutualfundreform.com

This site is concerned about promoting a customer-centric business model in the mutual fund industry, so shareholder are considered clients, not customers. 

Chuck Epstein

Mutualfundreform.com is published and written by Chuck Epstein (cepstein@prodigy.net) , who has held senior level marketing communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Russell Investments, Principal Financial, Zacks Investment Research and Lind-Waldock.

He has written by-lined articles for over 50 financial publications and is the editor of Managed Futures in the Institutional Portfolio (Wiley, 1992) and The Handbook of Corporate Earnings Analysis (Probus Publishing, 1994.) In 2009, his blog won first place in the best small blog category from the Society of American Business Editors & Writers.

He also won writing awards from the Mutual Fund Education Alliance (MFEA) in 2006, 2007, and 2008 for writing the best broker-dealer and/or shareholder newsletters in the large mutual fund category class. He holds a MA in Communications and a BA in Journalism from the University of Illinois, Urbana. He can be reached at cepstein@prodigy.net

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Chuck Epstein

Chuck Epstein

Chuck Epstein has managed marketing communications and public relations departments for major global financial institutions and participated in the launch of industry-changing financial products. He also has written by-lined articles for over 50 publications, five books and served as editor and publisher of nation’s first newsletter on the topic of using the PC for personal investing and trading. (“Investing Online, 1994-1999). He also is a marketing consultant, writer and speaker on topics related to investor protection and opportunities in the very dynamic cannabis industry.

He has held senior-level marketing, PR and communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Lind-Waldock, Zacks Investment Research, Russell Investments and Principal Financial.

He has won national awards from the Mutual Fund Education Alliance (MFEA) and his web site, www.mutualfundreform.com, was named best small blog in 2009 by the Society of American Business Editors and Writers (SABEW).

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