Position:
Editor at Retirement Weekly - A Service of MarketWatch.com, Columnist, Retirement Portfolio at MarketWatch, Columnist, Retirement at MarketWatch, Adjunct Professor, Retirement at Boston University, Editor at Retirement Management Journal, Expert Faculty and Research Fellow at California Institute of Finance, President at Unison Associates, LLC
Work:
Retirement Weekly - A Service of MarketWatch.com
since 2003
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Editor
MarketWatch
since May 2010
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Columnist, Retirement Portfolio
MarketWatch
since Oct 2003
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Columnist, Retirement
Boston University
since Oct 2010
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Adjunct Professor, Retirement
Retirement Management Journal
since 2011
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Editor
California Institute of Finance
since Jan 2006
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Expert Faculty and Research Fellow
Unison Associates, LLC
since 2003
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President
Financial Planning Association
2003 - 2011
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Consultant
Jewish Journal - Boston North
Oct 2008 - Nov 2010
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President
Acadient
Jun 2001 - Jun 2003
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Managing Director
DALBAR
1993 - 2000
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Managing Director
Boston Herald
1988 - 1993
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Business Reporter/Columnist
Boston Business Journal
1986 - 1988
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Business Reporter
Berkshire Eagle
1986 - 1987
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Business Reporter
Dean Witter Reynolds
1984 - 1986
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Registered Representative
Marion Laboratories
1980 - 1984
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Sales Representative
Education:
Boston University 1986 - 1990
Marquette University 1975 - 1979
Skills:
Editing, Teaching, Public Speaking, Investments, Mutual Funds, Writing, Research, Social Media, Strategic Planning, Fundraising, Blogging, Personal Finance, Market Research, Non-profits, Retirement, Nonprofits, Journalism, Media Relations, Strategic Communications, Leadership, Financial Planners, Press Releases, Portfolio Management, Financial Services, Editorial, Copy Editing, Email Marketing, Social Security, Retirement Planning, Publishing, Newsletters, Copywriting, Web Content, Newspapers, Marketing, Strategy, Marketing Communications, Finance, Proofreading, Content Development, Digital Media, Feature Articles, Publications, Content Strategy, Corporate Communications, News Writing, Public Relations, Content Management, Storytelling
Awards:
Keynote speaker
Financial Communications Society
Delivered keynote speech for Financial Communications Society - The Changing Face of Retirement - 5th Annual Executive Education Summit, http://www.fcsinteractive.com/news/fcs-5th-annual-executive-education-summit.aspx
Speaker
FPA Retreat 2013
Delivered speech at FPA Retreat 2013, http://www.fpanet.org/docs/assets/041FEFE1-BB36-9B30-8FCAECB9D59D3282/RET2013OnlineBrochure.pdf