The Investment Professional

Overview

The New York Society of Security Analysts (NYSSA—now known as CFA Society New York), which had not had a flagship periodical since the 1940s, asked me to create a magazine for its 10,000+ members. I originated and ran The Investment Professional, a quarterly publication that served as a sophisticated yet accessible resource for financial professionals.

My work included:

  • Selection of typefaces.
  • Design of templates for covers, feature stories, and departments.
  • Development of logotype.
  • Design of identity pieces consisting of business cards, letterhead, and envelopes.
  • Layout of each issue in its entirety (averaging 80 pages).
  • Preparation of charts and infographics.
  • Art direction of illustrators.

Go to the Writing and Editing page for information on my editorial work for this magazine.

Go back to see samples of covers.

Selected Work

Opening spread of a feature article in The Investment Professional magazine, titled 'Mending the Seams: Financial Crisis Points to Need for International Regulatory Reform.' An illustration spans the top half of the spread, showing heads of state at a quilting session. Second spread of the article titled 'Mending the Seams,' including headshots of and quotes from experts: Roel Campos of Cooley Godward Kronish; John Allan James of Lubin School of Business, Pace University; Edward Kane of Carroll School of Management, Boston College; and Henry R. Keizer of KPMG International. Third spread of the article titled 'Mending the Seams,' including headshots of and quotes from experts: Paul Masson of Rotman School of Management, University of Toronto; Anna Monteiro of Wolters Kluwer Financial Service; and Jiro Okochi of Reval. A table outlines rules and regulations proposed by the Obama administration for financial reform. Above the table is an illustration of Obama. Fourth spread of the article titled 'Mending the Seams,' including headshots of and quotes from experts: Ira Peppercorn of Ira Peppercorn International; David Reiss of Brooklyn Law School; and David Rothkopf of Carnegie Endowment for International Peace. A sidebar describes historical international agreeements on banking standards, trade, and currency. There are three accompanying illustrations: a bank, a shipping vessel, and a globe surrounded by currency symbols, respectively. Fifth spread of the article in The Investment Professional magazine titled 'Mending the Seams.' It is a two-page sidebar titled 'G-20 Ascends to Top Spot; Sets Ambitious Agenda,' and includes a table on issues, responsible entities, and target dates. Sixth and final spread of the article titled 'Mending the Seams,' including headshots of and quotes from experts: Hal Scott of Harvard Law School; Peter J. Wallison of American Enterprise Institute; and Peter Went of GARP (Global Association of Risk Professionals) Research Center.

Opening spread of a feature article in The Investment Professional magazine, titled 'Don’t Shoot the Messenger: The Unfair Attack on Fair-Value Accounting.' In a full-page illustration, a cowboy sits on a horse and holds out a piece of mail. Four rifles and a pistol are aimed at him from the left edge of the image. Second spread of the article in The Investment Professional magazine titled 'Don’t Shoot the Messenger.' A pull quote is styled like a billboard from the Old West. Third spread of the article in The Investment Professional magazine titled 'Don’t Shoot the Messenger.' Another pull quote is styled like a billboard from the Old West. Fourth and final spread of the article titled 'Don’t Shoot the Messenger.' A sidebar styled like a billboard from the Old West discusses mark-to-market concerns about liquidity and includes a table on level-three assets reported by banks and corporations.

Opening spread of a feature article in The Investment Professional magazine, titled 'A Watershed Moment: Calculating the Risks of Impending Water Shortages.' A full-page illustration of a water glass in blue tones serves as a backdrop for an infographic on percentages of world water usage by industry. Second spread of the article titled 'A Watershed Moment.' A pull quote in blue and red addresses the assessment of exposure to water risk. Third and final spread of the article titled 'A Watershed Moment.' A pull quote in blue and red asks whether companies will be able to meet water management and reporting requirements.

Opening spread of a feature article in The Investment Professional magazine, titled 'The Place from Whence We Came: Microorigins of the Financial Crisis.' An illustration spans the top two-thirds of the spread, showing a broken structure in tones of green, yellow, grey, and red. Pieces of pipe and wire lie in disarray. Second spread of the article titled 'The Place from Whence We Came.' A pull quote discusses Congressional records and SIC committee reports. Third and final spread of the article titled 'The Place from Whence We Came.' A pull quote talks about marketing terms for regulated and unregulated products.

Opening spread of a feature article in The Investment Professional magazine, titled 'The Greater Fool Theory: Managing and Modeling Risk.' A full-page illustration shows a medieval jester kneeling in front of a nobleman who is holding a bag of money. A man holding a lance and wizard holding a diagram stand behind. The headline and initial cap are styled like letters in a medieval manuscript. Second spread of the article titled 'The Greater Fool Theory.' The initial cap of the pull quote is styled like a letter in a medieval manuscript. A small illustration set into the text shows a medieval wizard writing esoteric calculations. Third and final spread of the article titled 'The Greater Fool Theory.' The initial cap of the pull quote is styled like a letter in a medieval manuscript. A small illustration set into the text shows a medieval soldier pinning a sheet of paper with a diagram to a nobleman's back.

Opening spread of an article in The Investment Professional magazine, titled 'Crisis Mode: Modern Portfolio Theory under Pressure.' The author is Nobel Prize–winning economist Harry Markowitz. On the left-hand page is an illustration of a businessman. He is sitting at a desk and looking at a computer screen that shows a line graph. Sharks are swimming all around him. The illustration is cropped within a circular frame to suggest a fish tank. The background of the page is black; the headline sits above the illustration in white type. Second spread of an article in The Investment Professional magazine, titled 'Crisis Mode: Modern Portfolio Theory under Pressure.' The author is Nobel Prize-winning economist Harry Markowitz.

Opening spread of an article in The Investment Professional magazine, titled 'On the Shores of the Black Sea: Will Romania’s Economy Sink or Swim?' A table compares Romania with several other nations. Bar and line graphs in blue and brown cover Romania's GDP and inflation. Second spread of the article titled 'On the Shores of the Black Sea.' A line graph in blue and brown plots the relative performance of Romania's index against selected indexes. A dot graph displays return versus risk for Romania and the MSCI Equity Index. A table compares the Romanian BET Stock Index with other indexes.