Top-rated freelancer at Upwork

“Among the highest performing and most dependable freelancers on Upwork.”

Financial Writer and Editor with Industry Experience

Over the past 15 years, I have helped financial institutions, investment advisers, accounting firms, management consultants, and independent authors create and edit compelling, high-quality content.

What I Offer

  • Marketing presentations
  • Websites and blogs
  • Social media posts and campaigns
  • Corporate newsletters
  • “Thought leadership” articles
  • Research and white papers
  • Investment and investor letters
  • Pitch books
  • Executive summaries
  • Offering documents
  • Strategic plans
  • Brand and domain names

  • Consistent, high-quality results
  • Reliable, on-time delivery
  • Focus on client needs and requirements
  • In-depth subject matter expertise
  • Translate complex topics into clear, concise, and convincing prose
  • Regular communication and feedback
  • Professionalism and client confidentiality
  • Satisfaction guarantee

  • Long-time investment and financial services industry professional
  • Highly-rated Upwork editor and writer
  • Business and finance author (one of my three books sold 30,000 copies)
  • Former columnist for TheStreet, Huffington Post, Business Insider, and Seeking Alpha
  • Bylined articles for The Wall Street Journal and CNBC.com
  • BA, English, Columbia University

What My Clients Say

“More than happy! He understood what we are looking for – he did a great job. We would highly recommend him.”

—CEO, venture capital firm

“Thank you so much for your help on this piece over the weekend! Our Founder/CEO is absolutely thrilled with all of your edits! You are extremely knowledgeable about the industry and we can tell you are a fantastic writer. We would love to keep working with you moving forward.”

—CEO, investment advisory firm

He understood what we were looking for and delivered. He communicated with us effectively and provided the finished product on time. We would highly recommend him.”

—President, asset management firm

“Very responsive and conscientious. Takes pride in his work and goes above and beyond.”

—CEO, management consulting firm

He has a deep understanding of finance and markets, which makes his editing even more valuable for a wealth management firm like ours. He is a great communicator and completes work on schedule.”

—CEO, investment advisory firm

He is an outstanding editor. I'm very grateful for his support.”

—CIO, investment advisory firm

“Ultimate professional. Will be using his services again.”

—Financial publisher

“We were very satisfied with his work on all levels. He has written an excellent paper for us, both in terms of content and language. Would definitely recommend him to everyone!”

—CIO, investment advisory firm

“Perfect. His voice has become mine.”

—Independent author

What Can I Do for You?

For more information, to view samples of my financial writing and editing, or to request a quote, please contact me using the form below.