Clarify Your
Brand and
Connect with Your Audience
I help companies big and small identify a high-level story that powers success—in sales, marketing, fundraising, and recruiting – and create event content and materials that get results.

Most companies (and individuals too!) don’t have a marketing problem. They have a messaging problem. They know their business but not how to communicate its benefits effectively, saying what they want to say and not what their audience needs to hear. I help clients:
- Define what they really are
- Clarify what they need to say
- Communicate it effectively across channels
- And I advise events on top content and promotion








About Me
I’m a veteran marketer with extensive experience strategizing, creating, and delivering targeted messages to diverse global audiences. I’ve had senior marketing roles for some of the top financial firms in the world, including Morgan Stanley, AllianceBernstein, and Brown Brothers Harriman, and have advised startups and hedge funds on their marketing. I also branded, innovated, and executed content and promotion for the OurCrowd Global Investor Summit, the largest investor event in the Middle East.
Let’s discuss the possibilities
If you are preparing to fundraise, overdue on refreshing your materials, building a new or existing event, or in any way struggling to communicate your message to a key audience, let’s talk. Engagements can be general or task based, and billed hourly or by project.
Talk to Eric About Your ProjectWhy Not an Agency?
Unlike traditional agencies, I work directly with clients from start to finish. There are no junior associates, account managers, or handoffs. Every engagement benefits from decades of experience in investment management marketing, professional writing, and strategic communications. The result is not simply better marketing materials, but a clearer, more compelling story for investors.
My Position on AI
I use AI as a well-informed, eager (but occasionally clueless) assistant to produce useful research in real time and to generate ideas I might not have thought of otherwise. But AI has been around for only about four years, and four-year-olds can’t (yet) replicate the insight, individualization, and gut that only experience brings. No matter how good the boat, it still needs a captain.

“You really helped us improve our communications, and you certainly made my job easier”
— Senior Vice President, Brown Brothers Harriman