FCS Portfolio Awards 2023

For the second year in a row, more than 500 entries were received for our annual competition — but only 233 entries will be honored with a prestigious Portfolio Award this year. Our panel of 40 judges (see below) recognized the great and iconic financial services marketing and communications work from a total of 81 brands. But who will win Gold, Silver and Bronze trophies? And which winners will also score a Best in Show trophy, or the top prize: Judges’ Choice?

Find out on Thursday, May 4th when the FCS throws the biggest party of the year for the financial marketing industry, celebrating all our Portfolio Award winners. Join us for our legendary black tie gala as we make another triumphant return to the Ziegfeld Ballroom in New York City. Doors open at 5:30pm for an exciting cocktail reception, followed by a gourmet plated dinner. Our program will kick-off at 7:30pm. A line-up of executive financial marketers will take the stage as our presenters. And once all the awards are announced, we’ll launch into a two-hour after party with DJ KLee and dancing. This will be a magical night for you to re-connect with all your industry colleagues and celebrate the very best in financial marketing, communications and media. We’re expecting another crowd of more than 400 financial marketers, agency professionals and media executives –tickets are now on sale (click button below) and many exclusive sponsorships are available! Contact FCS CEO Kevin Windorf for sponsorship details.

portfolio 29 awards gala
may 4th, 2023

Here is the list of 81 brands winning trophies this year, each a finalist to win Gold, Silver or Bronze, and eligible to win Best in Show (B2B, Consumer Retail, Corporate Image, Employee Communications, Multicultural, Corporate Social Responsibility) and the top prize of the night, the Judges’ Choice Award:

Advocis, The Financial Advisors Association of Canada
AllianceBernstein
Ally
American Century Investments
American Express
Ameriprise Financial
Aon
Aqua Finance
Athene
Bank of America
Barclays
BHG Financial
Bitwise Investments
BlackRock
BMO Capital Markets
BNY Mellon Wealth Management
Broadridge
Cambridge Investment Research, Inc.
Capital One
CFA Institute
Citadel
Citi
Citi® / AAdvantage®
City National Bank
CME Group
CrowdStreet
DayMark Wealth Partners
Desert Investment Management
Dotdash Meredith
DTCC
E*TRADE from Morgan Stanley
Edelman Financial Engines
Esquire Bank
EY
Financial Communications Society
First Financial Bank
Fisher Investments
FTSE Russell
Girls Who Invest
GK3 Capital
Hightower Advisors
HSBC Bank
Huntington National Bank
iCapital
Inland Capital Corporation
Instinet, LLC
Institute of Management Accountants
Invesco
Invesco QQQ
J.P. Morgan Wealth Management
Jackson National Life Insurance Co.
JPMorgan Chase & Co
Laurel Road
LinkedIn
M&T Bank/Wilmington Trust
Macquarie
MassMutual
Mastercard
MissionSquare Retirement
Mizuho Americas
Morgan Stanley
Morning Brew
Nuveen
PGIM
Presilium Private Wealth
Principal
Prudential Financial
RBC Capital Markets
S&P Global
Santander US
Sector SPDR ETFs
State Street Global Advisors
Telemus Capital, LLC
The Travelers Companies, Inc.
The Wall Street Journal | Barron’s Group
Tradeweb
U.S. Bank
UBS
Voya Financial
Wilmington Trust
Zelle®

Judges
Sponsors
Portfolio Awards Committee

FCS Portfolio Award categories include:

Branding & Advertising

Audio Advertising
Direct Mail
Display / Rich Media
Email
Out-Of-Home
Print
Social Media: Paid Advertising
Television
Visual Identity (Logo; Identity System)

External Communications

Audio
Social Media: Organic
Collateral (Annual Reports; Digital Collateral; Print Collateral)

Public Relations

Event Marketing (Event Marketing; Sponsorship Marketing)

Media Strategy

Planning (Traditional; Programmatic)
Innovation

Digital Media

Apps and Tools
Web Video
Website

Branded Content (Copy & Design; Audio; Video; Event; Integrated)

Integrated Marketing

Employee Communications

Audio
Blog
Email
Event
Intranet (Internal Website / Employee Portal)
Presentation
Video
Visual Identity
Integrated
Recruiting Campaign

Winners will be announced at the 29th Annual FCS Portfolio Awards Gala on Thursday, May 4, 2023 at the Ziegfeld Ballroom in New York City. You need not be present to win a trophy.

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

Judges

These 40 senior marketing and creative executives from financial services firms and agencies served on this year’s judging panel. We’re grateful to each of them for their time, dedication and support of the FCS.

Megan Audette, Senior Director, Integrated Marketing, Advertising & Social Strategy, Ally Financial
Nicole Beauregard, Principal, Marketing, Hamilton Lane
Raoul Bhavnani, Chief Communications Officer, Betterment
Dave Blackburn, Head of Digital Marketing, ProShares
Stuart Burkhoff, VP, Paid Media, Goldman Sachs
Deidre Campbell, Managing Director, Financial Services, Edelman Smithfield
Dana Caragine, SVP, Head of Marketing & Communications, Arbor Realty Trust
Amy Carvajal, Creative Director, Code & Theory
Maria Chang Nichols, Executive Director, Head Brand & Creative Solutions, UBS Global Wealth Management
Andrew Chesney, President, North America, Fundamental Media Group
Spencer Deadrick, ECD, MassMutual
Christa DeSpirt, SVP, Marketing & Communications, M&T Bank
Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management
Justin Garrett, Global Head of Brand & Digital Marketing, Broadridge
Cheryl Gilberg, Chief Marketing Officer, Mizuho Americas
Charisma Glassman, Senior Director, Principal – Financial Services, Capgemini America
Pasy Govindarajan, Head of US Advertising & Experiential Marketing, Citi
Matthew Hickerson, Head, Strategic Communications, CFA Institute
Jon Holding, Head of Brand, Content & ETF Marketing, Invesco
Janette Jovic, Chief Marketing Officer, Rockefeller Capital Management
Wylie Kain, VP, Head of Brand, American Century Investments
Matt Kirdahy, Partner, Water & Wall
Angela Laubmeier, Vice President Corporate Brand Strategy, Lincoln Financial Group
Paul Leibowitz, President, Chief Creative, Leibowitz
Patty Quinn McAuley, CFP, SVP, Head of Marketing, Clark Capital Group
Joanna McCormick, VP, Brand Strategy, Advertising & Media, Ameriprise Financial
Charissa Messer, Executive Director, Enterprise Creative Solutions, Bank of America
Andrew Most, Vice President & Officer – Head of Global Brand, Creative, & Content Strategy, Columbia Threadneedle
Kirti Naik, Global CMO, Fintech Ecosystem Development, Corp
Ed Nini, Managing Director, Global Head of Product, Principal Asset Management
Patrick Ohlin, SVP, Marketing & Communications, Head of Strategy, Jefferies
Jane Post, Head of Performance Marketing, BNY Mellon Wealth Management
Meredith Rowley, Managing Director, The Ricciardi Group
Michael Ruby, President, Chief Creative Officer, Park and Battery
Vildia Samaniego, Executive Director, Morgan Stanley
Christina Schmieder, Head of Product Marketing, Nuveen/TIAA
Kate Shaw, Chief Executive Officer, Living Group
Chad Smith, Head of U.S. Marketing, MooMoo
Amanda Stewart, Head of Corporate Bank Marketing, Americas, Deutsche Bank
Xiomara Taylor, Director, Commercial Marketing, BlackRock Aladdin