Chuck Bio and Financial Marcom Experience

chuck-march-2014Chuck Epstein ( 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 is the author of the memoir, You Don’t Think I’m Beautiful (2016); How 401(k) Fees Destroy Wealth and What Investors Can Do To Protect Themselves (2012); Managed Futures in the Institutional Portfolio (1992); and The Handbook of Corporate Earnings Analysis (1994). He also has written by-lined articles for over 50 financial publications.

In 2009, the year this blog ( was started, it won first place in the best small blog category from the Society of American Business Editors & Writers (SABEW). Recently, he had an op-ed published (his second) in Barron’s on the need for mutual fund companies to designate a shareholder advocate to ensure that shareholders’ interests are represented and protected. Almost all of the articles on this site were written by Epstein. (The original name of The Progressive Investor was Mutual Fund

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

Chuck Epstein Editorial Experience


You Don’t Think I’m Beautiful, 2016

How 401(k) Fees Destroy Wealth and Investors Can Do To Protect Themselves, 2012

Managed Futures in the Institutional Portfolio, Editor, published by John Wiley & Sons, New York; April 1992.

Handbook of Corporate Earnings Expectations Analysis, Company Performance and Stock Market Evaluation, Editor, published by Probus Publishing, Chicago; March 1994.

Building Capital & Managing Risk, co-writer, Northern Trust Company, 1996.

Web Sites

Print periodicals in which by-lined articles have appeared


Institutional Investor

Investing Online (Editor/Publisher)

Treasury & Risk Management

Multinational Business, an Economist publication

Interactive Financial Services (Contributing Editor)

Pensions & Investment Age Magazine (Associate Editor)

Financial Planning on Wall Street

Huffington Post

Global Investment Technology

Wall Street & Technology

Financial Trader

Futures & Options World

Business Insurance

Global Custodian

Inversiones Magazine (Venezuela)

Financial Times of London

Bantam Books

Encyclopedia Britannica

Euromoney Magazine

Contractor Magazine

Corporate Finance

Best Years Magazine

Chicago Tribune

The Public Relations Journal

Chicago Sun-Times

Commerce Magazine

Infrastructure Finance

Intermarket Magazine

Derivatives Strategy & Tactics

Trillion Magazine

Cashflow Magazine

Crain’s Chicago Business

Advertising Age

Telephony Magazine

Chicago Life Magazine

Best Years Magazine

Lens on Campus

Lerner Newspapers

Selling Sporting Goods

Asset International

The Sporting News

Bank Technology


Managed Account Reports

Interactive Investor Relations (Newsletter Editor)

Plan Sponsor Magazine

The Money Review

The Money Market Encyclopedia, Harper & Row Publishers, 1983

Building Owners Management Association