Research Briefs

Financial research + client writing. You get a cited brief and a polished client-ready rewrite (email or one-pager) in markdown. No calls, no prospecting, no capital raise.

NYC private-banking background. I deliver a short, cited research brief in markdown: executive summary, key findings, implications, and sources. Written work only — not investment advice, fundraising, or prospecting.

Chase Private Client + CNB background. I write a full research memo in markdown with exec summary, findings, risks, next steps, and citations. Async only. Not an advisor and not a fundraiser.