Welcome to my online portfolio. Below you will find more than 50 examples of my work, organized by category: branding, copywriting, demand generation, journalism, and public relations. My work is listed in chronological order (newest to oldest), with all links opening in new tabs.
I. Branding (4)
(1) Oct 2018: Mini-brand standards developed for iCapital (FKA Artivest) ahead of SaaS platform and C-suite changes. Click here.
(2) Jun 2018: A new creative platform for Artivest, developed in conjunction with Red Door Interactive in San Diego. Click here.
(3) Jan 2018: Full brand standards, developed internally, and finalized during the Altegris and Artivest merger. Click here.
(4) May 1995: A new tagline and mission statement for Houghton Mifflin, which was publicly traded on the NYSE. Click here.
II. Copywriting (11)
(1) Jun 2020: Fourteen investor education articles created for TradeStation’s new crypto brokerage platform. Click here.
(2) Nov 2019: An educational white paper written to support the launch of new Artivest private equity fund offerings. Click here.
(3) Apr 2019: A 1Q 2019 shareholder letter for Wasatch Global, ghostwritten for two senior portfolio managers. Click here.
(4) Apr 2019: A conference booklet/guide for Artivest’s inaugural alternative investing summit, held in NYC. Click here.
(5) Feb 2019: A white paper and investment outlook ghostwritten for Artivest’s Chief Investment Officer. Click here.
(6) Nov 2018: The first HTML email in a series which was distributed to support the launch of a new niche PE fund. Click here.
(7) Oct 2018: An extensive white paper written to support the launch of a new niche private equity fund offering. Click here.
(8) Mar 2018: An investing article/column for Think Advisor, which was ghostwritten for Artivest’s CIO. Click here.
(9) Jan 2018: A Wealth Management.com article ghostwritten for Matt Osborne, the CIO of Altegris. Click here.
(10) Nov 2017: A Think Advisor investing column ghostwritten for Altegris’ Chief Investment Officer (CIO). Click here.
(11) Jul 2008: An investment portfolio factsheet developed for The Willis Group with Morgan Stanley. Click here.
III. Demand Generation (15)
(1) Oct 2023: A landing page for KCD PR, a Forbes top-ranked PR and IR agency for fintech and blockchain. Click here.
(2) Jun 2023: A subdomain landing page developed for Derivative Path’s SEM advertising efforts. Click here.
(3) Jan 2023: Lead conversion values computed for Derivative Path’s lead funnels in HubSpot. Click here.
(4) Feb 2024: Reconfigured Derivative Path’s home page for improved traffic and lead generation. Click here.
(5) May 2022: A seven-slide deck with recent examples of performance marketing work. Click here.
(6) Apr 2022: An example of North American “category” and “competitor” Google search ads. Click here.
(7) Mar 2022: A Google Ads Video campaign, “Meet the #1 Affiliate Platform,” with ~246,000 views. Click here.
(8) Dec 2021: A Madrivo guest blog article detailing five major tips for optimizing Google Ads. Click here.
(9) Dec 2021: An Everflow case study about transforming and extending Google Ads. Click here.
(10) Mar 2021: A public website quality assurance (QA/QC) brief produced for ATTOM Data. Click here.
(11) Mar 2021: A project plan to implement a live-chat and chat-bot solution for ATTOM Data. Click here.
(12) Oct 2020: Assumed day-to-day management and optimization of ATTOM Data’s 400-page public website. Click here.
(13) Feb 2018: A display ad that ran on Morningstar promoting a top-ranked mutual fund (RAAAX). Click here.
(14) Oct 2017: A reference letter detailing three years as Sovereign’s director of marketing and IT. Click here.
(15) Nov 2009: Sample equity middle market coverage list for research/sales/trading with Morgan Stanley. Click here.
IV. Journalism (6)
(1) May 2015: A historical nonfiction article for The SandPaper selected for a “best-of” New Jersey anthology. Click here.
(2) May 2013: An investing article for The Fool, covering the rise of The Fresh Market (TFM). Click here.
(3) May 2013: Another article written for The Fool, detailing the operating discipline of Alaska Air (ALK). Click here.
(4) Apr 2013: A second investing article for The Fool, covering the organic food boom and Hain Celestial (HAIN). Click here.
(5) Mar 2013: An investing article written for The Motley Fool on Finish Line (FINL), now privately held. Click here.
(6) Jun 2010: A restaurant review published by the Asbury Park Press, which was syndicated regionally by Gannett. Click here.
V. Public Relations (21)
(1) Jun 2022: Earned media with Reuters, detailing Derivative Path’s new partnership with Goldman Sachs. Click here.
(2) Sep 2019: A press release announcing private-equity giant KKR joining the Artivest Network. Click here.
(3) Aug 2019: A release covering Artivest’s partnership with WM Partners, a private equity firm. Click here.
(4) Jun 2019: A press release announcing the hire of Karl Jager, the new CFO with Artivest. Click here.
(5) May 2019: A joint press release announcing a partnership between LaSalle and Artivest. Click here.
(6) Jan 2019: A release detailing new solutions coming online with the Artivest platform. Click here.
(7) Dec 2018: A release promoting Northern Trust’s implementation of the Artivest platform. Click here.
(8) Oct 2018: A press release announcing the onboard of a new GC and CCO with Artivest. Click here.
(9) Aug 2018: Earned media with the San Diego Business Journal, regarding the Artivest merger. Click here.
(10) Jun 2018: A nationwide release detailing the completion of the Artivest and Altegris merger. Click here.
(11) May 2018: Earned media with Barron’s — on Burl East and his real estate mutual fund (RAAAX). Click here.
(12) May 2018: A joint release announcing RBC Wealth Management’s onboard of Artivest. Click here.
(13) Feb 2018: Earned media with Investment News, reporting on the Altegris and Artivest merger. Click here.
(14) Feb 2018: A release announcing the historic merger between Altegris and Artivest. Click here.
(15) Sep 2015: A release for True Blue Funding and marketing efforts with the LA Chargers. Click here.
(16) Sep 2015: A release announcing a partnership with the Los Angeles Chargers. Click here.
(17) Jan 2015: Earned media with The Philadelphia Inquirer about delays in the sale of 1818 Market. Click here.
(18) Jan 2015: Earned media with the Philadelphia Business Journal, regarding 1818 Market. Click here.
(19) Jan 2015: A follow-up press release and crisis communication for 1818 Market Street. Click here.
(20) May 2014: A second press release for 1818 Market Street, noting strong buy-side demand. Click here.
(21) May 2014: The first release in a series announcing the listing of 1818 Market Street in Philly. Click here.