Financial Technology Analyst
San Francisco Bay Area
- Current
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- Founder at InvestorBrain.com (Sole Proprietorship)
- Member at Internet Press Guild
- Freelancer at Barron's
- Freelancer at Ziff Davis Publishing
- Owner at Alta Business Solutions (freelance writing/consulting) (Sole Proprietorship)
- Past
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- Freelancer at Ziff-Davis Media
- Sysop at CompuServe / PC MagNet / ZD Net
- Manager, Business Analysis at United Vintners
- Research Associate at Williams Kuebelbeck & Associates
- Education
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- University of Santa Clara
- University of California, Berkeley
- Connections
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106
connections
- Industry
- Writing and Editing
- Websites
Theresa Carey’s Summary
In-depth knowledge of financial technology software, from high-end accounting to personal finance.
Author of 13 detailed annual reviews of online brokers for Barron's, analyzing 25-33 offerings at a time. ConsumerSearch ranks my online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services. The 2008 edition of this review is scheduled for the March 17 issue.
My website, InvestorBrain, focuses on online brokers and investing tools. It contains an archive of my work in Barron's, plus additional comments from time to time.
Theresa Carey’s Specialties:
Early adopter of online communication, including running discussion groups.
Author of two books on online investing.
Theresa Carey’s Experience
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Founder
InvestorBrain.com (Sole Proprietorship)
(Sole Proprietorship; Myself Only; Online Media industry)
March 2006 — Present (2 years 5 months)
Expanding on the topics covered in my "Electronic Investor" column in Barron's. Site is currently being developed, but the goal is to provide readers with online broker reviews and recommendations, and ongoing news about the state of the financial services industry online. Check out http://www.investorbrain.com.
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Member
Internet Press Guild
(Writing and Editing industry)
1999 — Present (9 years)
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Freelancer
Barron's
(Public Company; 201-500 employees; Newspapers industry)
1995 — Present (13 years)
Author of "The Electronic Investor" column, which appears in the Technology section of Barron's. Author of the annual review of online brokers, which is featured every March.
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Freelancer
Ziff Davis Publishing
(Writing and Editing industry)
1990 — Present (18 years)
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Owner
Alta Business Solutions (freelance writing/consulting) (Sole Proprietorship)
(Sole Proprietorship; Myself Only; Writing and Editing industry)
August 1984 — Present (24 years)
From 1984-1992, my primary focus was consulting to small businesses, setting up their accounting applications. While helping run several of the Ziff-Davis forums on CompuServe and PC MagNet in the late 80s, several editors hired me to write reviews of small-business accounting software. That turned into feature articles about financial technology, and the end of my consulting career.
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Freelancer
Ziff-Davis Media
(Online Media industry)
1992 — October 2005 (13 years)
Editor of eWEEK.com's Finance Industry channel (http://finance.eweek.com).
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Sysop
CompuServe / PC MagNet / ZD Net
(Writing and Editing industry)
1988 — 2001 (13 years)
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Manager, Business Analysis
United Vintners
(Wine and Spirits industry)
1981 — 1984 (3 years)
Keeper of the corporate crystal ball. Duties included ongoing analysis of the industry, company performance, and price elasticity of demand. My responsibilities encompassed forecasting everything from grape acreage 25 years out to the number of cases of 375ml vermouth to bottle next week. I pestered the IT people until they gave me my own PC.
When RJ Reynolds took over our parent company, eventually killing it off, it was time to turn those PC skills into a new business. -
Research Associate
Williams Kuebelbeck & Associates
(Privately Held; 11-50 employees; Management Consulting industry)
1978 — 1979 (1 year)
Theresa Carey’s Education
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University of Santa Clara
M.S., Applied Economics, September 1979 — August 1981
M.S. awarded With Distinction. Member, Beta Gamma Sigma honors society.
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University of California, Berkeley
B.A., Economics, 1973 — 1977
- Activities and Societies:
- Cal Band (1973-75), Varsity Volleyball (1975-1977), Varsity Track (1977), Cloyne Court (1974-1976)
Additional Information
Theresa Carey’s Websites:
Theresa Carey’s Interests:
Coaching volleyball (currently coaching the Stanford men's club teams), playing volleyball, playing softball, travel. Lair of the Bear. Lived in Tokyo Japan.
Theresa Carey’s Groups:
American Volleyball Coaches Association, Internet Press Guild, Big C Society, College Women's Association of Japan
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SCU School of Business member -
Internet Press Guild member
Theresa Carey’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- expertise requests
- reference requests
- getting back in touch
