Chuck Epstein: Senior Investment Writer


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.

Chuck Epstein
Chuck Epstein


2008 –Present    Publisher, The

Editor, Writer

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

Senior Writer

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.

Senior Writer

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

Senior  Writer

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

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

Managed Futures in the Institutional Portfolio, John Wiley & Sons, 1992

Handbook of Corporate Earnings Analysis, Probus Publishing, March 1994



Managed new futures product introductions, including S&P 500 Index futures and options, Eurodollars, CDs, Russell Indexes and CRB Index futures. Created in-house ad agency at New York Futures Exchange and supervised $2 million marketing budget.

Created and conducted presentations/seminars on futures trading strategies, including program trading, for NYFE retail and institutional customers.

Developed marketing/sales materials for hedge funds, real estate, mutual funds and private equity.


Managed PR for the Chicago Mercantile Exchange’s financial derivative products; marketing communications writer for Frank Russell’s U.S. retail mutual funds; PR and marketing for the New York Futures Exchange and Lind-Waldock.

Board leader for Prodigy Services Co., 1994-2001. Developed two financial web sites which attracted up to 30,000 notes per month.

Editor/Publisher of the first newsletter in the U.S. on the topic of (and also called) Investing Online. First issue: October 1994. Editor, Interactive Investor Relations Senior Editor, Pensions & Investments and Telephony magazines.  Editor, Chicago Life Magazine.

Wrote by-lined articles for over 50 publications.

Former Financial News Network (now CNBC), freelance Chicago correspondent.

A speechwriter for senior executives at New York Futures Exchange, Chicago Mercantile Exchange, Lind-Waldock, City of Chicago.


Instructor of Integrated Marketing (MBA level), Keller School of Management, Chicago

Adjunct Professor, Journalism Department, Columbia College, Chicago.


Master of Arts, Communications, University of Illinois, Urbana, Ill.

Bachelor of Arts, Journalism, University of Illinois, Urbana, Ill.