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) about 40 books, published two additional magazines (Transitions, and Unsung Heroes) and have been editor-in-chief of several industry publications, including Securities Industry Management magazine, 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 my client, Lebenthal and Co.
For the longer story you may wish to view my bio 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