Financial Writing Services

Clients I've Written For

• Evidence Based Wealth

• The Lead-Lag Report

• AHR Private Wealth

• creditnews

• The Dallas Express

• Prisma Campaigns

• SmartCookie Financial Literacy

• MNYMSTRS

• KV Capital

• WallStreetZen

• Lendstart

• Stock Market Investor

• Teucrium Trading

• Index IQ

• Innovative Portfolios

• Ionic Capital Management

• Rankia

• Toroso Advisors

• EMQQ Global

• iClima

• FINQ AI

• Alpha Spread

• Caltha Capital

• Forge Global

• Motley Fool Asset Management

About Me

I've traded tens of thousands of discretionary accounts in a single day as a Client Portfolio Trader.I've managed multi-billion dollar tactical asset allocation calls as a Portfolio Operations Manager.I've been responsible for a group of flagship, multi-asset class funds exceeding $4B in AUM as a Product Manager.This background has provided the foundation for my financial writing. It’s helped me produce hundreds of valuable articles and thousands of engaging social media pieces for fund managers, banks, newspapers, and financial literacy programs.I've held the CFA charter since 2017.

Contact

Questions about a potential project?

• Email

Sample Work

Testimonials

"Jesse is spectacular. This is definitely not the last time we will work together."Gen Z Financial Literacy App

"Jesse did a great job for us. We had a white paper that needed to be edited and distilled down into a fluent paper. His portfolio management and financial service experience really showed up in his work. We will certainly hire Jesse again."EB Wealth

"Jesse was super responsive and really knows his audience and the financial market. He pivoted quickly after feedback and delivered a solid product."Jeremiah Desmarais, Founder and CEO of Advisorist

"Jesse is an A+ writer - very high quality, fast, great communicator. Cannot recommend highly enough."WallStreetZen

"Jesse is thoughtful, creative, attentive to detail, and very driven. You won't regret working with him."Michael Gayed, The Lead-Lag Report