Writing is not necessarily something to be ashamed of, but do it in private and wash your hands afterwards.

– Robert A. Heinlein

John Casey, Managing Partner

John brings 20 years of financial writing, strategic marketing and practice management experience to Fiduciary Writers Group. His intimate knowledge of, and ability to speak to the disparate needs of intermediaries – from wirehouse reps to advisors working at independent broker dealers and RIAs – is born from years of developing business-to-business strategy and communications for a host of financial services clients. Prior to establishing FWG, John served as VP, Strategy for HNW, Inc. He also spent a number of years with Fidelity Institutional Wealth Management, where he spearheaded the development of Fidelity’s practice management and marketing programs for registered investment advisors.

Over the years, he’s provided writing and strategic marketing services to a diverse range of financial services firms including Fidelity, Pershing, Bear Stearns, Merrill Lynch, Harris Private Bank and myCFO Family Office, Prudential, Lincoln Financial, SunTrust Private Wealth Management, Glenmede, Cetera, MarketCounsel and numerous other clients. John also speaks at advisor conferences on subjects ranging from marketing, branding and strategic planning issues, to the attitudes and preferences of high-net-worth investors. An avid cyclist, when not immersed in strategy and writing, John can usually be found pedaling his way along the 60 mile Cape Cod Rail Trail.

Michelle Weiss Rosen, Contributing Writer & Strategist

Michelle brings more than 15 years of experience writing marketing, advertising and other collateral communications for the financial services industry. While her work has won awards from the Financial Communications Society, STAR and DALBAR and other organizations, more importantly, Michelle’s writing has been key to the success of many brands, campaigns and product launches.

Over the years, Michelle’s clients have included leading fund companies and asset managers such as Nuveen Investments, Summit Partners, Credit Suisse, JPMorgan Asset Management, Bank of America, Janus Funds, WisdomTree Investments, Merrill Lynch and Morgan Stanley. Most recently, she has been working on strategy, positioning and writing for both a leading ETF provider, as well as a major retirement provider. Michelle’s diverse experience ranges from hedge funds to IRAs, from retail to ultra-high-net-worth and institutional, and from pitchbooks to websites, ad campaigns and more. Name the product, service, audience or distribution channel, and it’s likely that Michelle has branded, positioned, and written for it.