Welcome to my website! I hope you will browse around and check out my services.
As a financial writer, author and publisher, I have been in the financial services industry since 1976. After co-founding Registered Rep magazine, I have had the good fortune to work with thousands of advisors, broker-dealers, money managers, fund companies and others in our industry.
Since that time, I have authored (or co-authored) 30 books, published three more magazines (Securities Industry Management, Transitions, and Unsung Heroes) and have been editor-in-chief of several industry publications, as well as a columnist and writer for others. I am currently the Editor-in-Chief of Sayra Magazine, a publication for female financial advisors published by Lebenthal and Co.
For the longer story you may wish to view my bio and/or my resume, which includes information on my journalism recognition and my prized award from the Money Management Institute, “Managed Account Pioneer,” for my book Legacy: The History of Separately Managed Accounts, and other work in that area.
Partial list of publications that have carried my articles:
- On Wall Street
- Financial Advisor
- Investment Advisor
- Financial Planning
- Registered Rep
- Global Investing
- Securities Industry Management
- Financial Strategies
- California Planner
- The MoneyPaper
- Business Today
- Robb Report
- International Vue
- Financial Services Week
- Goodyear Auto Events Magazine
- The Coast News
- Blade-Citizen News
- Dreyfus Mutual Fund and Alliance Capital newsletters