Marketing solutions for financial services

Hitting the ground running for financial clients so they’re enthused about elevating their content. 

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SPECIALTIES

Wealth management

Alternative investments

Structured investments

Risk management platforms

Alternative trading systems

Hedging strategies

Annuity solutions

Digital assests

Private credit strategies

WORK

Content advice & strategy

Thought leadership

Educational articles & infographics

Case studies

White papers

Newsletters

Social media messaging

Web copy

Corporate communications

ABOUT

A versatile marketer, Hillary advises financial businesses on their strategic marketing efforts. She believes that insightful content can raise awareness, build trust, and create revenue. She has built out libraries of educational and thought leadership content to market asset classes, investment strategies, and trading platforms.

Hillary began her career at UBS Wealth Management, gaining exposure to investment products like structured investments. The growth of this business brought her to the investment banking side of UBS where she was responsible for selling structured notes and implementing hedging and monetization strategies for ultra-high-net-worth investors.

In 2009, she took her experience to HSBC and led that structured investment team’s marketing efforts for four years, helping revamp their structured note and certificate of deposit offering materials amongst other high-profile initiatives.

She has established a reputation as a responsive, high-energy partner with a deep understanding of the markets who thrives on delivering industry-leading content that empowers people to make strong decisions on sophisticated strategies.

Since 2019, she has been providing comprehensive marketing services to clients ranging from global financial institutions to leading fintech start-ups. She is an active community member in Larchmont, NY, and holds a B.A. in Economics from Bucknell University.

ENDORSEMENTS

  • Hillary is smart and seasoned, and her approach to marketing was pivotal to our success. She is skilled at crafting positioning strategies, and her style is clear and uncomplicated. Over the years, she truly helped keep our brand at the top of a competitive pack with stylish marketing efforts that stood out and made sense.

    Head of Structured Product Sales, Global Investment Bank

  • I have worked with Hillary on projects for the past 15 years. Without exception, she always grasped the messaging we wanted to deliver and came up with creative ways to make it stand out. She has great energy and her knowledge of the financial markets makes things easy.

    General Counsel, Global Investment Bank

  • Hillary did a superb job of helping us bring clarity to the role of emerging technologies in the financial markets. Specifically, she helped raise awareness of our firm’s capabilities and of the role of blockchain in capital markets infrastructure. She worked independently but also collaborated well with the team on larger initiatives.

    Chief Operating Officer, Digital Securities Trading Platform

  • Hillary is a top-notch professional with in-depth financial expertise. Taking initiative to help us build a more comprehensive content library, she quickly grasped where gaps existed and worked with our product experts to create content ranging both in topic and style - from 101 education pieces to case studies and thought leadership articles. Hillary knows how to get projects across the finish line in a timely way, and more importantly, is a genuine person I would be grateful to work with again or have as a colleague on my team. 

    Head of Marketing, Leading Risk Management Platform

  • Hillary is knowledgeable and high-energy. Her work on a case study was hugely helpful in launching a new-to-market portfolio analytics tool which measured the impact of risk managed investments on a portfolio. She understood what information advisors needed and she made it clear and easy to see how the new tech could guide them and their clients. She knows her markets and her audiences well!

    Head of Portfolio Analytics, Risk Managed and Alternative Investments Platform