Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business
The Judges – Making a Difference One Assist at a Time
In this community magazine cover story, we meet the Judge family and learn how they have used their love of sports to raise funds and awareness for cystic fibrosis research.
Hometown Hero Robert "Chet" Angioletti
The is one in a series of veteran profiles written for a community magazine.
Charitable Lead Trusts—Are They Right for Your Legacy Plan?
Creating an enduring legacy involves implementing a variety of techniques that meet the goals of your estate plan. Trusts are an important lever in most plans, and charitable trusts can be a powerful planning tool for merging your philanthropic purpose with your family wealth transfer goals. That’s because they can be structured to provide income streams to beneficiaries and also create certain tax benefits for donors. Take for example...
Why Married Couples Might Consider a Spousal Lifetime Access Trust Before 2026
Married couples looking to transfer significant wealth to future generations have several estate planning tools available, including the Spousal Lifetime Access Trust (SLAT). SLATs can be particularly effective for married couples with a net worth or anticipated net worth greater than their combined federal lifetime estate and gift ...
The Ciccones – A Story of Loss and Love
In this community magazine article, a family shares their story of loss and love to raise awareness and support for those who experience miscarriage, stillbirth, and infant loss.
Hudson Valley Pickleball & Golf Center Readies to Serve the Community
This business profile of a new business appeared in a community magazine.
Profile of Millie Guzman: Beyond Balance Sheets
Compliance is key in finance, especially in ensuring that one of the world’s largest wealth management firms operates with integrity and success. Millie Guzman, Head of Compliance Communications & Training at Morgan Stanley, champions this by overseeing crucial training programs for the Wealth Management division. In this role, she helps align business needs and strategic initiatives with regulatory requirements while promoting a diverse and inclusive culture. Drawing on her more than 30 year...
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.