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.

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®

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.


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


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

  • Gold Sponsor

  • Judges’ Choice Award Co-Sponsors

  • Silver Sponsor

  • Creative Agency of Record

  • Branded Table Sponsors

Portfolio 29 Awards / Event Committee

  • Kevin Windorf Committee Chair
  • John McCormick AdNode
  • Tom Jago The Ward Group, Judging Chair
  • Karen List LMG
  • Marisa Jago FCS

The Portfolio Portal and full production for the Gala is managed by Bob McKeon and Kendra Breedlove, McKeon Productions.