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I accept most LinkedIn invitations but will disconnect immediately if you send me spam. In-depth knowledge of financial technology software, from high-end accounting to personal finance. After 30 years of reviewing financial technology I am now consulting to startups focused on investing apps. Drop me a line. Investopedia’s brokerage and investing expert, lead author of the site's online brokerage reviews and robo-advisor awards June 2018-December 2020. Author of 23 detailed annual reviews of online brokers for Barron's, analyzing 16-30 offerings each year. ConsumerSearch ranks my online broker industry analysis #1 in credibility in evaluating, testing, and identifying the category’s best products and services. My 25th annual review, on Investopedia, launched March 2020. https://www.investopedia.com/broker-awards-4587871. Specialties: Early adopter of online communication, including running discussion groups. Author of two books on online investing.She/her/hers
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FounderInvestorbrain.ComCalifornia, United States
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Senior Brokerage AdvisorBrokerchooser Aug 2023 - PresentBirkirkara, MtHelping BrokerChooser expand their coverage of North American online brokers -
FounderInvestorbrain.Com Mar 2006 - PresentExpanding on the topics covered in my "Electronic Investor/Digital Investor" column in Barron's. Site is currently dormant.
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Volleyball RefereeProfessional Association Of Volleyball Officials 2006 - PresentReferee for collegiate, high school and club volleyball. Attended multiple PAVO conferences.
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Brokerage And Investing ExpertInvestopedia Jun 2018 - Dec 2020New York, UsDesigner and lead writer of the Investopedia online broker and robo-advisor awards. I focused on tools and websites that empower and educate the individual retail investor and trader. -
Contributing Editor, "The Electronic Investor" And "Digital Investor"Barron'S Mar 1995 - Apr 2018New York, Ny, UsOriginal author of "The Electronic Investor" column, which transmogrified into "Digital Investor" in 2015. Author of all 23 annual reviews of online brokers that appeared every March in Barron's from 1996-2018. The focus of my work was improving online tools for self-directed online investors and traders. -
CoachGunn Volleyball 2009 - 2012After attempting to retire from coaching, I was lured back in by my daughter, who was the head coach of the JV team in 2009. I was her assistant for 2 years, then was head coach of the JV in 2011. I was also a varsity assistant 2010-2012.
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Head CoachStanford Men'S Club Volleyball Nov 2007 - Oct 2009Took the team to the championship match at the NCVF Tournament in 2009.
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FreelancerZiff Davis Publishing 1990 - Jun 2008UsCovered financial technology -- small business accounting, investment analysis, personal tax software, business forecasting. Wrote one of the first pieces about online investing in 1992: "Putting Your Assets Online," in PC Magazine. -
OwnerAlta Business Solutions (Freelance Writing/Consulting) Aug 1984 - Apr 2006From 1984-1992, my primary focus was consulting to small businesses, setting up their accounting applications. While helping run several of the Ziff-Davis forums on CompuServe and PC MagNet in the late 80s, several editors hired me to write reviews of small-business accounting software. That turned into feature articles about financial technology, and the end of my consulting career. I've switched my company name and business activities to InvestorBrain.
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FreelancerZiff-Davis Media 1992 - Oct 2005New York, New York, UsEditor of eWEEK.com's Finance Industry channel (http://finance.eweek.com). -
Editor, Finance Industry ChannelZiff Davis Enterprise / Eweek 2004 - 2005Managed the Finance Industry Channel for eweek.com. Contributed 2-4 articles per week and curated articles from elsewhere on the Internet.
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SysopCompuserve / Pc Magnet / Zd Net 1988 - 2001Managed a variety of forums on CompuServe and PC MagNet/ZDNet, including the Computer Shopper forum and AVsig.
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Manager, Business AnalysisUnited Vintners 1981 - 1984Keeper of the corporate crystal ball. Duties included ongoing analysis of the industry, company performance, and price elasticity of demand. My responsibilities encompassed forecasting everything from grape acreage 25 years out to the number of cases of 375ml vermouth to bottle next week. I pestered the IT people until they gave me my own PC. When RJ Reynolds took over our parent company, eventually killing it off, it was time to turn those PC skills into a new business.
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Research AssociateWilliams Kuebelbeck & Associates Sep 1978 - Sep 1979Worked on a variety of consulting projects, including the economic impact of the Washington public ports and various developments around California.
Theresa W. Carey Skills
Theresa W. Carey Education Details
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University Of California, BerkeleyEconomics -
Santa Clara UniversityApplied Economics
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University Of California, BerkeleyApplied Economics
Frequently Asked Questions about Theresa W. Carey
What company does Theresa W. Carey work for?
Theresa W. Carey works for Investorbrain.com
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What schools did Theresa W. Carey attend?
Theresa W. Carey attended University Of California, Berkeley, Santa Clara University, University Of California, Berkeley.
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Theresa W. Carey has skills like Feature Articles, Magazines, Publishing, Editing, Social Media, Web Content, Blogging, Content Strategy, Editorial, Content Development, Journalism, Digital Media.
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