My Expertise

The Work I Do

My focus is providing you scholarly position papers, business reports, and policy papers across multiple banking and wealth management topics that target your ideal U.S. banking decision makers or wealth managers. Leveraging my background as a doctoral scholar, I search for, analyze, and provide credible, peer-reviewed scholarly, competitive or market intelligence, or proprietary research sources for the papers and reports I write. 

But, because my scholarly writing always is executive focused, it is accessible to your professional audiences. If you want in-depth, qualitative research conducted for your position papers, we can discuss those offerings.

Brand Client Experience

I've worked with respected financial brands including Allianz - Global Investors, Northern Trust FlexShares, eMoney Advisor, Raymond James, Barclays Investment Bank, American Express, Capital One, Fifth Third Bank Wealth and Asset Management, Moody's Analytics Omega Performance, and New York Life Investments. So, I understand how those who lead financial industry organizations at this level think and work.

I've pitched, sourced, interviewed for, and written position papers or other long-form content for most of these brands.

[Note: Because I ghostwrite most research projects, they and related promotional projects are proprietary. Since I respect my clients' intellectual property, I cannot share all client samples here. What I do share here does not represent an endorsement by that organization.]

Topic Area Expertise

I've been writing research-backed position and policy papers and business reports professionally since college when a housing policy paper I wrote for a nonprofit where I interned got circulated among Boston's City Council members. A newsletter article I wrote based on my findings got disseminated nationally and used by multiple nonprofits in their communications.

Though, over the years, I've completed projects in finance, law, health, public policy, and technology, my wheelhouse and scholarly interests lie squarely in the finance and wealth management industries. They have been my academic focus since college, including in my doctoral program where I'm researching and writing my doctoral dissertation about U.S. banking history.

In the past few years, I've produced finance and wealth industry position papers for clients on behavioral finance, investor education, CXO outsourcing, generational wealth transfer, and wealth management preferences of generations X, Y, and Z

Some topics for which I produce position papers, business reports, and policy papers include:

√ Wealth management (including identity group-based investing)
√ Private banking products and services
√ Sustainable investing, especially ESG
√ Corporate leadership and governance initiatives
√ Employee communications strategies 
√ Change management and equity-based employee experience
√ Learning organization development and maintenance
√ Corporate transformation in middle market and large corporations

In fact, anything shown in my portfolio here I can write about in position paper length, or produce a business report or policy paper about that content's topic. 

Additional Offerings

If you need a draft position paper, business report, or policy paper improved or an update to similar content, I can help. Often, clients provide proprietary research from which I draw conclusions and complete writing projects based on the project plan or outline we develop together.

Since a full promotional strategy for position or policy papers and business reports often includes supporting blog posts, presentation decks, one-sheets or single page summaries of your position or policy paper or report, and related graphic design direction, I offer those services, too. (For blog posts only or position papers or case studies using secondary sources only, visit this site.)

Let's Get Started

Contact me for more details on how I can add value to your remote corporate communications team with my scholarly focused position or policy papers and business reports.