Brian Flaherty – Freelance Financial Writer

Before I started writing about investing, I did it. My background is in wealth management, where I advised high-net-worth clients on portfolio strategy at a boutique RIA in New York – work that required me to pass the Series 65 exam. I also hold an economics degree from the University of Virginia.That background is why wealth managers, asset managers, and fintechs hire me. I write expert content that reflects the intellectual capital of the firms that I work with, specializing in white papers, articles, and client newsletters.You can download a sample of my client work here: Adviser Quarterly Newsletter. To read my public-facing work, find my articles on Alts.co and Broad Money.Interested in working together? You can contact me through the form below, or reach out via LinkedIn or email ([email protected]).