• 25+ years of experience as editor at buy- and sell-side financial services companies
  • Served at top-tier investment banks and money-management firms in increasingly senior management roles
  • Earned post-graduate certificate in publishing and communications from Harvard University


Carla Tardi is a seasoned technical editor and digital content producer in the financial services sector. She is also a highly skilled writer, proofreader and designer. Carla began her career on Wall Street at legendary Salomon Brothers, Inc. as editor in the High-Yield Research group. There, she worked on the junk-bond trading desk among the analysts, salesmen and traders whom she supported. Carla was part of a team that propelled Salomon Brothers out of the era of word-processing to become an early-adopter of digital publishing; and she helped to design Salomon’s first template for high-yield research reports — in MS Word version 1.0!

Carla went on to become Managing Editor at Bear, Stearns and Co., Inc. and a Vice President at Citicorp Securities, where she built and managed editorial staffs — still in corporate-bond, emerging-markets and special-situations research. She switched her focus to equities as a Director at Fidelity Management and Research Company, where she developed many innovative internal research products. Chief among her achievements, Carla designed and launched a new publishing platform for Fidelity’s Boston, London, Tokyo and Hong Kong offices — a hard-won cultural shift that changed the way the analysts wrote their research, and how the portfolio managers received it.

A closet techie, Carla learns new systems easily and has built a number of websites from code for her employers. She is a strategic thinker who enjoys collaborating with her employers on creative ways to grow their businesses. Currently, Carla is freelancing as a digital editor.


Carla earned her BA in English and history from the University of Illinois, and an MFA. in Graphic Communications from the School of the Art Institute of Chicago. She's also received the Certificate in Publishing and Communications (C.P.C.) from Harvard University, as well as certificates in numerous financial topics from New York University’s Stern School of Business.

Quote from Carla Tardi

"I have always enjoyed linguistic challenges! So, when I landed on Wall Street, I embraced the task of turning financial jargon into plain English. In so doing, I truly hope that people who typically find financial services daunting will learn to love the sector as much as I do."