Short-Form Thought Leadership
I turn complex investment ideas spanning equity, fixed income, and private markets into engaging content that earns trust with retail, advisory, private, and institutional clients. I work closely with cross-regional investment, marketing, compliance, production, and distribution teams to deliver end-to-end strategic content campaigns and components.
My background spans both sides of the Atlantic, with deep fluency in fixed income, equities, ESG, and alternatives. I hold an MBA from INSEAD, a BA in computer science from Duke University, and the CAIA certification from the CFA Institute. I am a dual citizen of the United States and the United Kingdom.
Short-Form Thought Leadership
By encouraging investors to look beyond the overvalued top few names in the market, this piece conveyed Amundi's expertise by explaining the strategies of several value-based funds.
Insurance-linked securities are often misunderstood. This piece explained the concept through clear visuals and built reader confidence in Amundi's approach.
To feel comfortable promoting a fund, advisors must first understand it. This piece educated our advisors about the concept of equity-linked notes, which served as the bedrock of two of our funds.
Economic & Political Analyses
These political analyses informed clients and prospects of the potential impacts of political events, reassuring them about their portfolio prospects and serving as a tool advisors could use to promote funds.
After a four-year sprint of robust expansion, the US economy finally downshifted in 2025, settling into its natural cruising speed of 2.0% growth.
Video Updates
Through video content such as this interview with the CIO of Amundi US, we showed viewers how the Amundi US investment approach could benefit from the current market environment, building confidence in our funds.
This monthly video series illuminated the ideas of the firm's top thought leaders across both fixed income and equities. I led ideation, project management, content development, filming, and distribution for each episode.
External Publications
I placed this article with the CFA Institute's publication, worked with the author to write and edit the piece, and obtained all required approvals.
Through this article, Northern Trust showcased its expertise on currency class hedging for an audience interested in alternatives. I interviewed the author and worked with him to construct the article.
Client Newsletters
I supported the launch and ongoing content production of this monthly HTML newsletter for retail clients and advisors. Advisors used the newsletter as a regular touchpoint with their clients, boosting interest in Amundi's funds.
This monthly, client-focused publication was distributed to Northern Trust Asset Management clients. It illuminated our thought leadership and contributed to several high-profile fund mandates.
This monthly commentary delved into the different sectors of our hedge fund portfolio, clarifying their strategies and performance to investors. I led monthly information collection, editing, and publication.
Collaborations with Consultants and Publications
In collaboration with Mercer Consulting, HSBC Alternative Investments published this retail-focused paper about hedge funds. By making the audience more comfortable with the topic, our advisors were able to successfully introduce our products and meaningfully increase sales.
Produced in collaboration with Santander, this comprehensive report explains Amundi's approach to ESG risk, and explain how ESG goals can support strong portfolio returns.
Marketing Materials
A primary focus of Northern Trust is its asset servicing capabilities. This brochure illuminates these to clients in a clear, visual way.
Worked with fund managers, designers, and content specialists to develop content, ensure compliance approval, and distribute this client-focused brochure about Northern Trust's Global Fund Services practice.