Our work gets noticed.
Read a few samples of the content we've produced across a board array of topics, from crypto to financial advisory, and tax loss harvesting to planning for a Euro crisis.
Operational Planning for a Euro Crisis
In 2012, concerns grew quickly about the impact that a Euro event could have on financial institutions in Europe and around the world. Steve ghostwrote this article for the CEO of a leading investment operations consulting firm who held the CFA designation. The article was published in CFA Magazine.
Case Study - How Outsourcing Operations Fuels Growth
Investment operations is a time-consuming, and, if not done correctly, potentially costly set of functions for back and middle office teams. Steve interviewed numerous subjects to write and publish this case study for an investment operations outsourcing firm.