FCS Portfolio Awards

On May 2, 525 financial marketing, communications and media professionals from more than 130 companies gathered at the Ziegfeld Ballroom for the 30th Annual Financial Communications Society (FCS) Portfolio Awards. At the black tie gala, the FCS inducted three campaigns into its Portfolio Hall of Fame, celebrated the first three graduates of its new Marketing Scholars program, and announced total charitable donations over the past 12 months exceeding $125,000.

From among the 272 award winning entries, the top prize, the Judges’ Choice Award, was won by State Street Global Advisors, for its “MDY Mid-Cap Cup” integrated marketing campaign, created with agency partner McCann NY. The event marketing component of the campaign won the Best in Show B2B award. SSGA’s campaign was selected by consensus from among the judging panel of 49 industry experts who each nominated their favorite from among a record 600+ entries.

The other “Best in Show” trophies* were won by:


  • MassMutual
  • 258° Creative Group
  • Online Video
  • Gretchen Evans Video – Team Unbroken


  • American Century Investments
  • Out-Of-Home – Campaign
  • Be Part Of (Our) History


  • Mizuho Americas
  • Sponsorship Marketing
  • The Next Great Tradition: Mizuho Americas Open


  • UBS
  • Players TV
  • Branded Content with Media Partner: Videos
  • Level Up


  • Mizuho Americas
  • Event
  • Take Your Child to Work Day

State Street Global Advisors won an additional 10 trophies, including 6 Gold. Prudential Financial won the most Gold trophies, 8, as part of their total 18 trophies. Mizuho Americas won a total of 14 trophies, including 5 Gold and 2 Best in Show. Other big winners were Citi (11 trophies; 4 Gold) and Barclays (10 trophies, 2 Gold). Bank of America had the biggest haul of the night with 37 trophies (2 Gold). Another 39 firms were winners of multiple trophies, while 39 others received one each.

Full list of this year’s winners by category can be viewed here: FCS Portfolio 30 Winners.

Winners are welcome to order additional copies of their trophies. Download the order form.

The awards were presented by six financial marketing executives:

  • Max Alex, Executive Director, Head of Brand & Creative Services, Mizuho Americas
  • Jessica Fernandez, SVP, Chief Marketing Officer, Calamos Investments
  • Jaime Mann, VP/MD, Head of Creative Services & Global Brand Management, AllianceBernstein
  • Bob O’Leary, SVP, Enterprise Integrated Marketing, Travelers
  • Rob Quan, Head of North America Intermediary Marketing, State Street Global Advisors
  • Patty Sachs, President, Global Groupe Client Lead – Citi, Publicis

SILVER SPONSOR:  Mizuho Americas
BRONZE SPONSORS:  Invesco QQQ, McKinney, State Street Global Advisors

AllianceBernstein, Allspring, Allspring, Ameriprise Financial, Barclays, Bloomberg Media, BNY Mellon, Business Insider, Cambridge Investment Research, Captivate, CFP Board , Chubb, Code & Theory , Columbia Threadneedle Investments, FOX Business, FT, Fundamental Media, Goldman Sachs, GroupeConnect, Hearts & Science, Hightower Advisors, Integreon, Jennison Associates, LinkedIn, Living Group, M&T Bank / Wilmington Trust, McCann , Morgan Stanley, New York Times, Oliver, Oppenheimer & Co., Pereria O’Dell , Prudential, Publicis, Reuters, Ricciardi Group, SmartBrief, Trade Desk, Tradeweb, Travelers, Uber, UBS, VDX.tv, Vox Media, Wall Street Journal | Barron’s Group, Yahoo Finance,
and Zelle.

The Portfolio Awards competition recognizes creative excellence in marketing communications work from financial companies, with Gold, Silver and Bronze trophies awarded for Public Relations; Print & Digital Collateral; Annual Reports; Advertising in print, audio, television, out-of-home, direct mail, and multimedia; Digital Media including display/rich media, email, websites, web video, apps, and mobile; Social Media and Influencer Marketing; Branded Content; External & Employee Communications; Events; and Visual Identity. Entries were received from financial services providers, including investment firms, credit card companies, investment banks, brokerages and exchanges, insurance companies, mutual funds, ETFs, hedge funds, accounting firms, clearing corporations and commercial banks. Competing separately for Portfolio Awards are “Financial Industry” participants, including agencies, media companies, and resource partners dedicated to financial services.

* Best in Show trophies are awarded based on the highest average scores of the FCS Portfolio Awards judging panel, which also awards the gold, silver and bronze awards in each category. This year’s panel comprised 49 senior executives from financial firms and communications agencies.

For more information regarding any aspect of Portfolio, please email FCS CEO Kevin Windorf.


Forty nine senior marketing and creative executives from financial services firms and agencies served on this year’s judging panel. In addition to evaluating entries by Group [Corporate Image, B2B, Consumer, Employee Communications] and by category [for Gold, Silver, Bronze trophies], the judging panel honors their top overall favorite with our Judges’ Choice Award.

The judging panel for the 30th Anniversary FCS Portfolio Awards, organized by FCS Vice Chair Tom Jago, comprises these marketing leaders:

  • Kristin Abdel-Aziz, VP, Marketing and Communications, Amica Insurance
  • Gordy Abel, Chief Marketing Officer, Dynasty Financial Partners
  • Max Alex, Executive Director, Head of Brand and Creative Services, Mizuho Group
  • JR Badian, Managing Director, Morgan Stanley
  • Vlad Berson, Chief Marketing Officer, Hazeltree Fund Services
  • Chris Boland, Co-Founder and Financial Services Marketing Practice Lead, Boathouse
  • Kimberly Boone, Managing Director, Ptarmigan Media
  • Bea Broderick, Managing Director, Prosek Partners
  • Laura Burke, Chief Communications Officer, Santander US
  • Philip Byrne, President & CCO, SB&A
  • Joey Castillo, VP, Head of Global Marketing Programs, PGIM
  • Leila Chism, Managing Director, Media, Charles Schwab & Co.
  • Greg Clunies, Senior Manager, Paid Media, Ameriprise Financial
  • Michael Cohen, Managing Director, Global Head of Marketing and Communication Tradeweb
  • Amanda Curran, SVP/MD, Head of Product and Program Management, AllianceBernstein
  • Tina Davis, Head of Enterprise Marketing and Brand Engagement, Citi
  • Jay DiPietro, COO, The Ricciardi Group
  • Phil Edelstein, Founder,  Substance Strategy & Creative
  • Bill Fox, Head of Brand, Empower Retirement
  • Neil Gallagher, SVP, Head of Sponsorships & Brand Engagement, Wells Fargo
  • Cynthia Holahan, Marketing Director- North America, Ninety One
  • Erica Hughes, Senior Director, Multi-Cultural Marketing, Ally Financial
  • Lauren Kitson, Director of Digital Strategy, Hartford Funds
  • Rebecca Kniesel, Managing Director, Chief Marketing Officer, Jennison Associates
  • Jane Kramer, Creative Solutions Manager – Design, UBS Global Wealth Management
  • Kristin Lane, Head of Brand Strategy, Customer Engagement & Activation, MassMutual
  • Angela Laubmeier, VP, Brand Strategy and Advertising, Lincoln Financial Group
  • Keri Lubanski, Vice President, Private Wealth Marketing Manager, Hamilton Lane
  • Eileen Lynch, Head of ICS Marketing, Broadridge Financial Solutions
  • Dara Marshall, Head of Chase Brand Management, JPMorgan Chase & Co.
  • Jodi Monroe, Executive Client Director, Crossmedia
  • Felicity Moore, Head of Design, 2112 Communications
  • Brian Nourie, Head of Business Line Marketing, M&T Bank
  • Bob O’Leary, SVP, Enterprise Integrated Marketing, Travelers
  • Anna Papadopoulos, VP, Brand, Events & Sponsorships, MetLife
  • Paula Pullano, Global Head of Marketing and Communications, BNY Mellon Wealth Management
  • Rob Quan, Head of Americas Wealth Marketing, Managing Director, State Street Global Advisors
  • Mark Ransom Day, Head of Content & Creative, Aladdin, BlackRock
  • Danielle Remis-Hackel, Chief Marketing Officer, SVP, Cambridge Trust
  • Lauren Rochon, VP, Global Creative, Columbia Threadneedle
  • Bret Sanford Chung, Managing Director, KPMG
  • Rebecca Schmidt, Associate VP, Water & Wall
  • Luke Shane, Global Head of Media Relations, Manulife, and Head of Communications, Manulife Investment Management
  • Rich Singer, SVP, Group Creative Director, MullenLowe
  • Kristin Slade, Head of Global Product Marketing, T. Rowe Price
  • Rob Stewart, Director, Invesco QQQ Marketing, Invesco
  • Tim Stoops, VP Head of Creative & Insights, Northwestern Mutual
  • Abby Trexler, EVP, Financial Services, Edelman Smithfield
  • Lilah Zohar, Vice President, Brand Marketing, NeubergerBerman


To discuss sponsorship opportunities for the FCS Portfolio Awards Gala, please email FCS CEO Kevin Windorf.

  • Gold Sponsor

  • Silver Sponsor

  • Bronze Sponsor

  • Bronze Sponsor

  • Bronze Sponsor

  • Judges’ Choice Award & Luncheon Sponsor

  • Cocktail Reception Sponsor

  • After Party Sponsor

  • Creative Agency of Record

  • Communications Agency of Record

Portfolio 30 Awards / Event Committee

  • Kevin Windorf Committee Chair
  • Tom Jago The Ward Group, Judging Chair
  • Max Alex Mizuho Americas
  • Hailey Brent BNY Mellon Wealth
  • Siobhan Brunton 2112 Communications
  • Katy Brady Invesco
  • Stuart Burkhoff
  • Alaina Hay Water & Wall
  • Daniel Kaepplinger Fundamental Media
  • Matt Kirdahy Water & Wall
  • Felicity Moore 2112 Communications
  • Catherine Peta BlackRock
  • Caitlin Schillig Ameriprise Financial
  • Rebecca Schmidt Water & Wall
  • Tess Skoller MFS Investments
  • Marisa Jago FCS Admin Coordinator
  • Maggie DeCapua FCS Portfolio Coordinator