Copyediting your firm’s bios seems like it should be easy. After all, bios simply report dry facts, right?

No! One problem is that employees may report the names of their employers and schools incorrectly. There’s probably no intention to deceive. Perhaps they knew the company by a short version of its name that wasn’t its legal name that should appear in a bio. Maybe their former employer or school has undergone a name change or been acquired. I’m familiar with the pain of acquisitions. I started working for Fleet Investment Advisors, which later became Columbia Management and is now Columbia Threadneedle Investments. It’s hard to keep up with all of the changes.

This kind of confusion is why, when copyediting bios recently for a client, I created a master list of school and company names, along with website addresses to document the organizations’ correct names.

You have options for how to

Keep reading this article on Investment Writing, Susan B. Weiner - Blog.

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