Financial Copywriting

Financial Copywriting

Brochures, annual reports, market and portfolio commentaries, and social media guides for large financial companies such as Morgan Stanley, Legg Mason, Neuberger Berman, and Van Kampen.

Below are a few samples.

Neuberger Berman, Solving for 2015, copywriting for U.S. equities

Neuberger Berman, Solving for 2014, copywriting for U.S. equities

Neuberger Berman Large Cap Value Fund

Legg Mason Social Media Guides 2013

Morgan Stanley Online Bill Pay Brochure

Morgan Stanley BusinesScape Capabilities Brochure

Global Horizon annual report — in my role as Vice President of Shareholder Communications, wrote annual report commentaries for J. & W. Seligman & Co. and their families of funds including Global Horizons

Scholars Choice Zero Coupon Bond Target Maturity Portfolios — wrote several marketing pieces for Scholars Choice 529 Plan

Van Kampen Fund commentaries — wrote fund commentaries for Van Kampen funds over a 3-year period


Posted on

May 9, 2017