Gene Walden
Executive Director, Investment Writing Services
Gene Walden has helped dozens of professional and financial services firms polish their brand and build their business through innovative print, Web, sales, and marketing content. He is a sought-after ghostwriter of books, blogs, columns, financial reports, and newsletters.
The author of more than a dozen best-selling books on business and investing, Gene has been a contributor to The Wall Street Journal, Investors` Business Daily, Money and many other business and financial publications. He has taught advanced investment courses for financial professionals, lectured throughout the country (including Harvard and MIT), and has been featured on hundreds of TV and radio programs around the world.
Recent Projects (2013-2015)
Ghostwriting Books and Articles
Disciplined Growth Investors, Minneapolis, MN
- Benjamin Graham and the Power of Growth Stocks, published by McGraw-Hill. Worked as a ghostwriter with the author, DGI President and founder Fred Martin. Read excerpts
- Media releases and columns featuring the Benjamin Graham book. View samples
Sands Capital, Arlington, VA (investment management firm)
- Working with legendary investment manager Frank Sands, Sr., the founder of Sands Capital, to write and produce a book on the history, culture and investment strategy of the institutional investment management firm.
Weber Asset Management, Success, NY (investment management firm)
- Worked with Ken Weber, founder and president of Weber Asset Management, to author the book, Dear Investor, What the Hell Are You Doing? The book is currently available in Barnes and Noble stores nationwide, as well as at Amazon and other sites.
Asia Global Asset Management, San Francisco, CA (wealth management firm)
- Worked with attorney Michael Hsu to write and produce the book, The Low Risk Revolution: A Powerful Low Risk Investment Strategy for Investors over 40, on Hsu’s “3 Rs” asset allocation and management strategy.” Published in the U.S. in 2014, with a Chinese version to be published later in 2015.
Tony Hartman (California-based real estate investment manager)
- Contributing to the writing and editing of Tony Hartman book, Right to the Money: The 7 Ways Wealthy Investors Expand Their Success, due for release in Spring 2014
- Also contributing to writing or editing of related columns on the same subject. View Sample
Web content
Excelsior Capital Partners, Newport Beach, CA (loan acquisition, bridge financing and private capital)
- Web content creation for the firm’s updated website, excelcp.com. Visit site
Disciplined Growth Investors, Minneapolis, MN (equity investment management firm).
- Content and staff bios for the firm’s new site. Visit site
Mobile Shareholder, Emeryville, California (software applications developer)
- All content,including company profile, products, services, landing page, and FAQs for website, mobileshareholder.com. Visit site
World’s Best Stock Picks, New York, NY (online day trading advisory site)
- Content including firm profile, bios, FAQs and services, landing page and other copy for website, worldsbeststockpicks.com. Visit site
Sijo Mathews Investments, Dubai, UAE, (investment advisory firm)
- Content including landing page, various services, bio, and other content for website, sijomathews.com. Visit site
Market Reports and Marketing and Media Material
Exponent Investment Management, Montreal, Canada (investment advisory)
- Column on Canadian preferred stock shares.
- Updated and revised 4th Quarterly 2013 report. View
Landsmith LLC, San Francisco, CA (real estate limited partnership manager)
- Edit fund offering prospectus
- Market Overview (Real Estate) View
Mobile Shareholder
- Product launch press release. View
Emagia Corporation, Santa Clara, CA (financial analysis software developer)
- Presentation and marketing materials highlighting the firm’s accounting and financial analysis software suite.
Expansion Mode newsletter
- Currently publish Expansion Mode, a quarterly e-newsletter aimed at helping professional and financial services executives expand their business and build their brand (published by Investment Writing Services.com) Read Expansion Mode.
Investment Writing Services.com (formerly Walden Resources)
- Write and produce web, financial and marketing content for professional service businesses from small firms to very large institutional organizations, such as Fidelity, Amerprise,Chase Manhattan, H&R Block, 3M, Thrivent, and RSM McGladrey.
Best-selling Business and Investment Author
Gene is the best-selling author of more than two dozen books on financial and business topics…
Gene Walden Sampler: Books, Media Clips and Columns
Among Gene’s leading titles are:
- The 100 Best Stocks to Own in America (a 7-time Money Book Club Book of the Month selection)
- The H&R Block Personal Finance Advisor
- Marketing Masters: Secrets of America’s Best Companies
- If Not Stocks What?
- The 100 Best Mutual Funds to Own in America (4 Editions)
- 100 Ways to Beat the Market
- EDGAR: The Investors Guide to Making Better Investments
- The 100 Best Dividend Stocks to Own in America (winner of the Pinnacle Book Achievement Award)
- The 100 Best Stocks for Under $25 (3 Editions)
- Winning with Your Stockbroker (named one of the top business books of the year by The New York Times and Money magazine).
Past Positions / Responsibilities
Director of Executive Communications, RSM McGladrey, 2005 – 2007
Worked with executive management team of Minneapolis-based accounting firm to shape and communicate their messages to internal and external audiences throughout the 70-nation RSM network of offices through videos, articles, speeches, strategy papers, white papers, brochures, and presentations.
- Coordinated writing, design and production of the McGladrey annual report.
- Enhanced and upgraded employee intranet and corporate website as part of a $5 million IT upgrade.
- Spearheaded the nationwide communications campaign of the $600 million acquisition and integration of American Express Tax and Business Services.
- Created recruiting literature and web content to attract and retain Big 4 level accounting professionals.
- Developed and produced more than 20 state-of-the-art videos on all phases of the company’s domestic and international operations for corporate annual meetings, regional meetings and distribution to all 8,000 employees.
- Produced collateral material, including brochures, PowerPoint presentations, videos and press releases for external use.
Director of Marketing, IntoxBox, 2009 – 2013
Developed and executed marketing and media relations campaigns, including press releases, marketing materials, sales literature and web site content, for the IntoxBox, a BAC testing kiosk for restaurants, bars and events. Directed 2012 media campaign that generated press coverage from six TV stations, multiple radio shows, and articles in more than two dozen newspapers, magazines and web sites around the country, with extensive penetration (nearly every news publication and TV station) in the Twin Cities home market.
See media coverage
Investment Columnist, Minneapolis Star Tribune, 2006– 2010
“Minnesota Investor” columnist for the Sunday Minneapolis Star Tribune, covering a wide range of topics from insurance, stocks, bonds and mutual funds to real estate and retirement planning—geared to both consumers and professionals.
View column samples:
Education
Bachelor of Arts, Journalism, Indiana University
Professional designations: Member, Association of Ghostwriters
Formerly held Series 6, 7 and 63 Securities Licenses and Life, Health and Long-term Care Insurance licenses.
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