Some of my writing since 2017


Getting Your Message Across: The Power Of Mobile Notifications

December 12, 2018

Did you get that email I sent? We have all been there. You spend time writing up a detailed update to your manager. You even spent time formatting the email and included a nice chart summarizing recent progress and attached the last deck that your team put together with even more details. But they never…

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The Most Powerful Way to Deliver Your Investor Relations Program To Your Executives

November 16, 2018

The Launch Edition of StreetReader Is Here When we set out to create StreetReader, we had a belief that investor relations officers and their teams needed a better way to communicate with their executive team. What we have learned over the past year is that StreetReader can solve many more problems. As one of our…

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The Bank is an App

April 22, 2018

A look at U.S. mobile adoption for JP Morgan, Bank of America, Citi and Wells Fargo: Why Goldman Sachs acquired Clarity Money Goldman Sachs acquired Clarity Money a few weeks back. So why did a global investment bank acquire a web and mobile app that helps people track and manage their personal finances? Full article…

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The Best Free Mobile Apps for Financial Market Data

April 6, 2018

If you don’t have access to expensive professional products, these are the options for your iPhone. The best is Scout Finance, but there is room for improvement for all of them. I have been using market data products built for financial professionals my entire career. First as an equity research analyst and more recently building…

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Introducing StreetReader

February 16, 2018

Upgrade your Investor Relations communications What is the most important factor driving group effectiveness? Is it strong leadership, a clear vision, or well-defined roles? Perhaps the key is stable team membership, adequate resources, or incentives and recognition? A Harvard study on the question found a surprising answer — none of the above. In fact, the…

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