Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business
Mary and Jay Bellettieri – Vivi il Momento
This magazine cover story introduces debut author Mary Bellettieri and her family. In reading Vivi il Momento, we were whisked far away to the Italian countryside, the backdrop for her romance novel. There are lessons to be learned in the book that apply in both love and life—personal and professional—such as finding growth in unfamiliar, even uncomfortable, places.
Homrich Berg and Private Alternatives
I wrote a whitepaper/e-book for Homrich Berg, including this online version, for lead capture. A regional ad campaign promoted these assets digitally.
Turn Sunshine into Solar Energy and Save with PlugPV
This business profile written for a solar energy company appeared in a community magazine.
Thompson Rodgers Group at UBS
I wrote the copy to articulate this team's value proposition and how they work with clients.
Christine Carona, Morgan Stanley
I rewrote Christina's website copy and bio messaging based on multiple conversations about her practice.
Capital Crest Partners team name, website copy and bios
It was a pleasure to help this advisory team at Rockefeller Capital brainstorm and revise their name and brand positioning, rewrite their website and infuse their updated value proposition into their revised biographies.
Case Study: Leveraging tax saving opportunities for tech founders
How Presidio Partners identified estate-plan gaps and tax-saving opportunities. I helped this advisory team draft a case study to showcase how they help clients manage and plan for liquidity events.
Enhancing the impact of life science leaders
I write brand positioning and value propositions for many advisory teams. This is one example.
SERGEANT Daniel Paul DiDato END OF WATCH: DEC 18, 2023
This magazine cover story honors the memory of Sergeant Daniel P. DiDato, the first officer to be killed in the line of duty in East Fishkill, New York's history.
MAKER Merle Zislin: Fearless in the Family
Financial Advisor Merle Zislin, whose children have joined her in her practice, has been fearlessly breaking ground for women since entering the industry in the eighties. As this Morgan Stanley MAKER tells them, “If you work hard and love what you do, the rest will follow.”
Bio for Bill Dwyer, Flourish Wealth Advisors
I helped this Financial Advisor craft his bio for his team website.
Personalized LinkedIn Summary
I have written numerous LinkedIn profiles for clients, including this one for a financial advisor.
Biographies for this Financial Advisory Team
I have written numerous bios for Financial Advisors across the Wealth Management industry, including those at firms including UBS and Morgan Stanley. This team is one example.
Hometown Hero Ralph Pucci
This profile of a World War II U.S. Army Veteran appeared in a community magazine.
Brayden Kuczma – Indoor Lacrosse’s Captain America
This magazine cover story highlights high school senior Brayden Kuczma and his experience as captain, leading the U.S. indoor lacrosse team to win the gold. It was a thrill to interview Brayden, an aspiring engineer, and we look forward to following his career on and off the turf.