Clients & Projects

Representative projects with which I have been pivotally involved — click on the case study to see the brief and the result. See all client sites.  


. Project: Exponent(50) : A Tribute to Complexity 1967–2017
. Project: The Chicago Community Trust: A History of Its Development, 1915–2015
. Case study: Ex(40) : An Exponent retrospective
. Case study: DWS Investments: Opportunities on the 401(k) Frontier


. Case study: Ensemble Capital Management


. Wells Fargo Asset Management: Science of Satisfaction
. DWS Investments: WealthFlow
. Invesco AIM*: PlanForward
. Allstate: Legacy Planning

Financial education for investors

. Thornburg*: Road of Retirement retirement income seminar series
. DWS Investments: All current retirement plan participant workshops
. DWS Investments: “Leaving your job” kit

Advisor education

. Chicago Community Trust: Philanthropy for legal and financial advisors
. Wells Fargo: Millennial prospecting (see Tweets below) 
. Wells Fargo: New research on retirement income
. Wells Fargo: Investor demand for ESG investing (see Tweets below) 
. Wells Fargo: Municipal fixed income
. Allstate: IncomeReady
. Case study: DWS Investments: Asset allocation for the New Reality

Research and integrated marketing

. Case study: Benefit Chicago


. YMCA of Greater New York: Annual Campaigns 2013–19
. Pace University: Planned Giving Report
. Rosalind Franklin University: 2019 Impact Fund
. Chicago Community Trust: We Are Chicago endowment campaign
. Chicago Community Trust: annual fundraising

Keynotes and conference presentations

. DWS Investments: Fees presentation at ASPPA
. DWS Investments: Power of Personalization


. Chicago Community Trust: newsletter names TrustWorthy (donors) and Giving in Practice (advisors)
. Company name: Waterstone Financial Group
. Invesco AIM*: PlanForward
. DWS Investments: ClientScope
. DWS Investments: ChoicePlan
. DWS Investments: Praxis
. DWS Investments: RetIRAbility


. Blue Cross Blue Shield Association: Brand Book
. Bridgeport Coffee Company
. DWS Investments
. NPS Pharmaceuticals: Brand Book


. Case study: Deloitte

Product promotion

. Case study: DWS Investments: David Dreman
. Case study: Motorola: Flexible Security

New market entrants

. ADP TPASelect*
. Prudential PruSolutions Plus*


. Allstate: Internal strategy video
. DWS Investments: Structured notes video
. Zurich NA: HelpPoint for Brokers video campaign

Legislative alerts for advisors

. DWS Investments: Finding the Right Fiduciary Level
. DWS Investments: QDIAs and Answers
. DWS Investments: EGTRRA
. Alger: QDIA
. Thornburg*: PPA


. Case study: Long Grove direct mail postcard series


. Case study: DWS Investments: Retirement Focus
. YMCA Today [several issues]

Sales ideas

. Allstate: TrueReturn

Annual reports

. Pace University Mortola Report
. Aftermarket Technology Corporation
. Blue Cross Blue Shield Association
. YMCA of Metropolitan Chicago  

*Executed in close association with Quantum Marketing Partners

Millennial tweets