Summary: Versatile, proven, award-winning investment-retirement writer and financial marketing communications professional; familiar with mutual funds, listed derivatives, alt strategies; managed staff; created marketing communications programs; written by-lined articles for over 50 publications, including three books; used all media (print, Web, seminars) to achieve marketing objectives.
2008 –Present Publisher, The ProgressiveInvestor.org
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.
2007 – Present GETABSTRACT.COM, Lucerne, Switzerland
The writer of non-fiction book abstracts on investing, marketing, business strategy, history, Mid-East, politics.
2004 – 2008 PRINCIPAL FINANCIAL GROUP, El Dorado Hills, Cal.
Created a variety of marketing/sales materials and PR for shareholders, fund wholesalers, and B/D distribution partners. Won first place 2006, 2007, 2008 awards from the Mutual Fund Education Association for best advisor and shareholder newsletters.
2001 – 2004 RUSSELL INVESTMENTS, Tacoma, Washington
Developed communications strategies and content for Russell, the world’s largest investment consulting firm specializing in multi-manager funds. Developed materials for the media, hedge funds, mutual funds, private equity, Russell indexes, 401(k), monthly/quarterly performance reports, investment policy, fund communications and institutional consulting. Audiences included retail investors, plan participants, wholesalers, corporate investment staffs, boards of directors, Russell sales teams and media.
1999-2001 ZACKS INVESTMENT RESEARCH, Chicago, Ill.
Director, Marketing Communications and Media Relations
Managed marketing communications and media relations, including an Internet newsroom which produced daily print, audio and video stories for this earnings consensus and investment firm.
1990-1999 INVESTING ONLINE, a marketing communications-PR firm.
Created the nation’s first newsletter on the topic of using the Internet for personal investing. Clients included: Northern Trust; Regal Securities; Prodigy; Arthur Andersen; Zurich-Kemper; Archipelago Trading; Wall Street & Technology magazine; Oppenheimer.
1987-1990 NEW YORK FUTURES EXCHANGE, New York Stock Exchange subsidiary
Managing Director-Marketing and Media Relations
Responsible for developing, managing, and executing all marketing activities for this exchange, including products, member communications, institutional and retail customer liaison, public relations, advertising, seminars, crisis communications, and marketing materials. Launched Russell 2000, Russell 3000, CRB Index futures contracts to global investors.
Building Capital & Managing Risk, co-writer, Northern Trust Company, 1990
Managed Futures in the Institutional Portfolio, John Wiley & Sons, 1992
Handbook of Corporate Earnings Analysis, Probus Publishing, March 1994