Matthew L.
Financial Copywriter, Financial Planner, CFA Charterholder
100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.7k
Billed in all: $380,802$381k
$190 in the last 6 months
Across 192 contracts
Earnings, last 30 days
Dotted: longer than usual between two readings. Hatched: over two weeks without one.
Skill rankings: Top 15% in Blog Writing
Ranked by MRR among everyone on Upwork with the skill.
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