Investor Communications

Helped create a more coordinated investor communications program across advisor, platform, and stockholder audiences. The work included aligning messaging across collateral, events, digital content, presentations, and recurring communications.

Planned and supported four invitation-only advisor events annually for IBD, RIA, and wirehouse partners, including Morgan Stanley and Merrill. The events reached approximately 500 attendees per year. Led the development of messaging, presentation content, executive materials, and event collateral used by distribution and leadership teams.

Produced and presented an eight-webinar series, averaging approximately 90 attendees per webinar and roughly 720 total attendees. Developed narratives, presentation decks, and follow-up communications to extend education beyond in-person events and reinforce key product and platform messages.

Managed the production of approximately 16 collateral pieces per quarter, including fact sheets, quarterly updates, capability decks, and advisor leave-behinds. Materials were developed to align with refreshed brand standards and communicate a complex, multi-billion-dollar daily NAV REIT more clearly.

Developed approximately five partner emails per quarter to support platform initiatives, event and webinar follow-up, and key distribution moments.

Directed creative and content development for annual reports, proxy materials, and ongoing stockholder letters. Partnered with legal, finance, and distribution teams to keep communications accurate, compliant, and aligned with brand standards.