Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business
Rockefeller in Michigan: A year of Growth and Collaboration
Rockefeller Global Family Office, the highly regarded wealth management firm, is celebrating the one-year anniversary of its expansion within Michigan. As it continues to grow its capabilities in key U.S. wealth hubs, the firm now has offices in both Birmingham and Grand Rapids, where 33 team members are singularly focused on one thing: delivering incredible value for families. “That’s our absolute passion, and it’s in perfect alignment with the firm’s differentiated and storied capabilities...
Empowering the Next Gen: Building Financial Awareness
I wrote this story about teaching kids about money for affluent families.
Hudson Valley Pickleball & Golf Center—Why it Was Worth the Wait!
This article celebrates the grand opening of a new local business.
Teresa Arzuaga, A Mental Health Advocate
This magazine cover story tells the story of a mom who through her own family's experience, is now an advocate for mental health awareness and resources in the community.
AQMAI: More Than Just a Belt
This article profiles a local martial arts institute.
At Home With the Iorizzos
This magazine cover story highlights a family that has created a unique home filled with Old World craftsmanship.
Sabellico's Celebrates 75 Years—Growing Since 1950
This article profiles a local family business celebrating their 75th year serving the community.
A Bond Beyond Duty: Officer Anthony Nappi and K9 Danny
This community magazine cover story features a police officer who named his K9 partner in memory of a local fallen officer.
Championing Change: A Giving Game Plan for Professional Athletes
Professional athletes are among the highest-paid individuals in the world, often accumulating significant wealth and name recognition over a short period of time. With this financial success comes the necessity of managing their assets and their name responsibly, especially in the context of giving back. Many athletes focus some amount of their resources on supporting causes in their communities and beyond, whether through offering their time, donating assets directly to charities, or establi...
Hometown Hero Sachin Sekhri
Part of a monthly series, this magazine article profiles a U.S. Army Veteran who served during Operation Iraqi Freedom.
The Sapphire Group at Morgan Stanley - Website Copy/Value Proposition Messaging
I help this advisory team craft the messaging for their new team website.
Hometown Hero George Phillips
This community magazine article profiles a local Vietnam and Korean War Veteran.
Meet Morgan Stanley MAKER and D&I Champion Carolina Ureña
Just shy of her eighth birthday, Carolina Ureña immigrated from the Dominican Republic to the United States with her family, embarking on a life-changing journey that would shape her future. Her parents, with their three young children, shoeboxed into a one-bedroom, third-floor walk-up apartment in the Bronx, N.Y. Carolina didn’t know any English, had no friends and “immediately wanted to go back home,” remembers the Morgan Stanley Executive Director and Head of Business Operations for Morgan...
Dr. Emily Ennabi: Bringing Smiles and Quality Care to Her Community
This cover story shares the journey of a young dentist as she fulfills the dream of joining her family's hometown dental practice.
Hometown Hero James Joseph Gibb
This article, sharing the story of a WWII POW, appeared in a community magazine.