Research and data insights for the financial sector
I use proprietary data, research and engaging content to decode market trends for professional audiences and position your firm within the industry.
Selected white papers
These samples are representative of my past work building and cleaning proprietary datasets, distilling them into key takeaways and shaping them into content for both editorial teams and external clients.
Project
Financial Advisor Time Use Study
Project
9fin Private Credit Review and League Tables
Led the revamp of 9fin’s quarterly private credit report and expansion of data submissions from industry participants.
Project
Investment Spotlight: Annuities
Produced in partnership with Commonwealth Financial Network, this study is based on a survey of financial advisors on how they spend their typical day, using the results to showcase the advantages of partnering with a broker-dealer network like Commonwealth.
Part of a quarterly series surveying financial professionals’ market outlook, this edition showcases the opportunities for advisors in adding annuities to portfolios, sponsored by Transamerica.
Part of a quarterly series surveying financial professionals’ market outlook, this edition showcases the opportunities for advisors in helping clients navigate alternative investments, sponsored by asset manager CAIS.
Project
Investment Spotlight: Alternatives
Additional media
InvestmentNews
9fin Podcast
InvestmentNews
InvestmentNews