Designed and produced modern, institutional-quality written and video content for investment firms.

Created investment commentaries, blogs and white papers for firms such as Janus Henderson Investors, Havener Capital Partners, Dana Investment Advisors, DDJ Capital Management, Prospector Partners and many others.

Served as co-lead of PMC’s Fixed Income team, which performed due diligence on approximately 130 fixed income mutual funds and separately managed accounts.Moderated conference panels, produced investment-related videos, conducted quarterly webinars each attracting 50-150 advisors, frequent client presentations.Worked closely with analysts in Trivandrum, India, on various research and traveled to these offices to assist in training.

Provided primary coverage of smid and mid-cap equity mutual funds and separately managed accounts for advisors at regional banks, RIAs, and broker dealers. Traveled to money managers’ offices across the country to perform comprehensive on-site interviews.Presented research in weekly investment department meetings, frequent calls with clients, and during quarterly "Analyst Insight" webinars.Published articles on AdvisorOne.com and contributed video interviews regarding the current landscape in equity markets and investment analysis.Conducted due diligence on roughly 40 smid-, mid-, and large-cap mutual funds/SMAs, involving quarterly calls and in-person meetings with the management teams. Published quarterly "Analyst Updates" explaining products' performance, and annual in-depth "Analyst Opinions". Conducted searches for clients when there was a need to expand their offerings or replace an existing investment.

Provided consulting services to a variety of institutional clients; specifically, large corporate and municipal pension plans/DC plans/wealth management platforms.