FCS Portfolio Awards

FCS Portfolio Awards

With a record number of entries received from 84 companies, 54 of those companies, representing 62 brands, have been named finalists

Gala rescheduled for June 17th at the Ziegfeld Ballroom


The FCS is proud to recognize the great and iconic financial services marketing and communications work done in 2019.

It is our great hope that we'll all be able to enjoy our annual Awards Gala on Wednesday, June 17th, when the FCS will throw the biggest party of the year for the financial marketing industry, celebrating our Portfolio Award winners.


We have (optimistically) opened ticket sales and table reservations for our legendary black tie gala to be held again this year at the Ziegfeld Ballroom in New York City.  Visit our Gala Event page.

NOTE: Award finalists receive a 22% discount on table reservations.

Trophies will be awarded for Corporate Image, B2B and Consumer Retail, with additional Best in Show awards for Digital Media, Multicultural, and Corporate Social Responsibility.  The “Judges’ Choice” trophy will be awarded to the #1 favorite of our judging panel of 25 industry and agency luminaries.

Award categories include:

  • Advertising (Direct Mail, Out-of-Home, Print, Television)
  • Audio
  • Branded Content
  • Digital Media (Apps/Tools, Digital Collateral, Display/Rich Media, Email, Mobile, Web Video, Web Sites)
  • Integrated Marketing
  • Social Media (Paid and Non-Paid)
  • Annual Reports (Print or Digital)
  • Print Collateral
  • Public Relations
  • Event Marketing
  • Visual Identity

For more info, contact FCS CEO Kevin Windorf.


Download Sponsorship Package Details

As the Portfolio Awards Gala is one of the FCS’ major charity fundraisers of the year, the role of Sponsorships is critical to the success of the event. Year after year, leading brands are proud to display their support for the FCS and our children’s charities through various levels of support. To discuss sponsorship opportunities for the FCS Portfolio Awards Gala 2020 (currently scheduled for June 17th), please contact FCS CEO Kevin Windorf.

The FCS is grateful to all of this year's sponsors, including:

  • NewsCred, Gold sponsor
  • The New York Times, host of our Judges' Choice Award


A total of 54 companies, representing 62 brands, have been named finalists in this year's competition. Finalists will win Gold, Silver or Bronze trophies, and are eligible to win Best in Show (Multicultural, Corporate Social Responsibility, Digital Media, B2B, Consumer Retail, Corporate Image) and the top prize of the night, the Judges' Choice Award. When it's all over, the FCS will have awarded 193 trophies at our Gala -- hopefully on June 17th.

Here are the winning companies (in alpha order):

  • AIG
  • Ally Financial
  • American Express
  • Ameriprise Financial
  • Bank of America
  • Bank of the San Juans
  • Bank of the West
  • Barclays
  • BlackRock
  • BMO Financial Group
  • BNY Mellon | Pershing
  • Broadridge Financial Solutions
  • CFA Institute
  • Citi
  • Citizens Bank
  • CME Group
  • Columbia Threadneedle Investments
  • CommunityAmerica Credit Union
  • CUNA Mutual Group
  • DTCC
  • E*TRADE Financial
  • FIS
  • Goldman Sachs
  • Hiscox
  • HSBC Jade
  • Instinet
  • Institute of Management Accountants
  • Invesco
  • iShares by BlackRock
  • J.P. Morgan Asset Management
  • Janus Henderson Investors
  • John Hancock
  • Manulife
  • MassMutual
  • Mastercard
  • MetLife
  • Morgan Stanley
  • PGIM Investments
  • Reform Pension Board
  • S&P Dow Jones Indices
  • Sands Capital
  • Schwab Advisor Services
  • Sector SPDR ETFs
  • State Street Global Advisors
  • Synchrony
  • TD Ameritrade
  • Travelers
  • UBS
  • Valley Bank
  • Wasatch Global Investors
  • Wells Fargo
  • Wintrust



Twenty-five senior marketing and creative executives from financial services firms and agencies have been selected to serve on this year's judging panel. In addition to evaluating all entries within their category [for Gold, Silver, Bronze trophies] and within their Group [Corporate Image, B2B, Consumer Retail, Digital (which includes all Digital/Social categories), and Multicultural (which cuts across all categories) for “Best in Show” trophies], the judging panel will honor their top overall favorite with our Judges' Choice Award.

The judging panel for the 26th Annual FCS Portfolio Awards included:

  • Jane Ackerman, Director, Head of U.S. Business Marketing, RBC Capital Markets
  • Ishviene Arora, COO and Co-founder, Vested
  • Megan Audette, Marketing Strategy Lead and Director of Deposits Marketing Strategy, Ally
  • Kimberly Beck, Head of Wealth Marketing, Envestnet
  • Matt Bryan, Second Vice President, Head of Agency Digital Marketing, Guardian Life
  • Amy Dobra, Principal, Head of Financial Advisor Marketing, Vanguard
  • Jennifer Halloran, Head of Marketing and Brand, MassMutual
  • Dresdyn Hefferen, SVP, Corporate Marketing, PNC
  • Jon Holding, Head of Acquisition Marketing, Invesco
  • Dominic Leung, Group Strategy Officer, Cognito
  • Jeff Miller, Managing Director , Citi
  • Andrew Most, Vice President of Marketing Communication, Columbia Threadneedle
  • Scott Paer, Senior Director, Caliber Corporate Advisers
  • David Page, Founder/Partner, BouchezPage
  • Ken Poliziani, Chief Marketing Officer, PGIM
  • Patty Quinn McAuley, Director of Marketing, Clark Capital
  • David Rosen, Managing Director, Brand Innovation & Analytics, Citadel
  • Erin Sanders, Director, Head of Creative, Premier Marketing Consulting, UBS
  • Angela Schema, VP, Advertising and Sponsorships, Lincoln
  • Amee Shah, Executive Creative Director, Managing Director, JPMC
  • Duncan Shaw, Co-founder and Executive Creative Director, Living Group
  • John Wall, Vice President, Head of Global Brand Design, T. Rowe Price
  • Stephen Weiss, Head of Retail Marketing, Lord Abbett
  • Wanda Williams, Sr. Director, Global Head of Commodity Product Marketing, CME Group
  • Martin Wright, Creative Director, AIG

Agencies Of Record

For FCS Portfolio 2020, all creative, ranging from print and online advertising to signage to the event journal, will be designed and executed by Living Group.

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Sign up or renew your FCS membership in 2020 and take advantage of a special discounted rate of $100 .