32nd annual FCS Portfolio Awards

FINALISTS ANNOUNCED.
Tickets are now on sale for the biggest party of the year!

PORTFOLIO EMPLOYEE COMMUNICATIONS
AWARD RECEPTION
MAY 19

The FCS is proud to recognize the great and iconic financial services marketing and communications work done in 2025. [SEE LIST OF FINALISTS BELOW.]

More than 140 companies submitted over 600 entries in the 32^nd Annual FCS Portfolio Awards. On Thursday, May 7th, the FCS will throw the biggest party of the year for the financial marketing industry, celebrating 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. With more than 235 trophies to present, our program will kick-off at 7:15pm. A line-up of financial marketing executives will take the stage as our presenters. And once all the awards are announced, we’ll launch into a two-hour after party with a DJ and dancing.

We’re expecting a sold-out crowd of more than 580 financial marketers, agency professionals and media executives – tickets are now on sale and many exclusive SPONSORSHIPS are available! Contact FCS CEO Kevin Windorf.

IMPORTANT NOTE: The finalists in the Employee Communications group will be honored at an Awards Celebration on May 19, 2026, at the New York Yacht Club, and not at the May 7^th Portfolio Gala. (See details below.)

In addition to Gold, Silver and Bronze trophies, Best in Show Awards will be announced at the Gala for Corporate Image, B2B, Consumer, DEI and Corporate Social Responsibility. The “Judges’ Choice” trophy will be awarded to the #1 favorite of our judging panel of 40+ industry and agency luminaries. (See list of judges below.)

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 32nd Annual FCS Portfolio Awards Gala on May 7^th and the Employee Communications Awards Reception on May 19^th, please contact FCS CEO Kevin Windorf.

Here is the list of 90 companies winning trophies at the Gala this year, each a finalist to win Gold, Silver or Bronze, and eligible to win Best in Show (B2B, Consumer, Corporate Image, DEI, Corporate Social Responsibility) and the top prize of the night, the Judges’ Choice Award:

Adviser Compliance Consulting
AllianceBernstein
Ally Financial
American Century Investments
American Express
Ameriprise Financial
Arohi Asset Management
Ascensus
Athene
Avantis Investors
Bank of America
Barclays
Bernstein Private Wealth
Binance
BlackRock
BlackRock x FTSE Russell
BMO Financial Group
BNY
BNY Wealth
Broadridge
Brookfield
Cambridge Investment Research
Carlyle
Cboe Global Markets
Certified Financial Planner Board of Standards
CFA Institute
Citi and American Airlines
Citizens
CME Group
Columbia Threadneedle Investments
Crowd Street
DFIN (Donnelley Financial Solutions)
DTCC
E*TRADE from Morgan Stanley
EagleBank Corp
Equitable
Equitable Advisors
Esquire Bank
EY
Fasten
Federated Hermes
Financial Communications Society
FIS
Fiserv
Forbes
Future Standard
Goldman Sachs
Golub Capital
Grayscale
Invesco QQQ
J.P. Morgan Asset Management
Janney Montgomery Scott
Jennison
Leibowitz
Lincoln Financial
Living Group
LPL Financial
M&T Bank
Manulife Investments
MassMutual
Mastercard
Mawer Investment Management
Mizuho Americas
Moody’s
Morgan Stanley
MSCI
Navan
Northern Trust Asset Management
Northern Trust Wealth Management
Nuveen, a TIAA Company
NYSE
PGIM
Praxis Investment Management
Prudential Financial
Ramp
Reform Pension Board
Reuters
Ridgepost Capital
SBG Funding
State Street Investment Management
Synchrony
Teucrium ETFs
TIAA
TIAA Institute
Travelers Insurance Company
UBS
United Nations Federal Credit Union
Vanguard
Western Alliance Bank
Wilmington Trust

Here are the 13 companies winning trophies at the Portfolio Employee Communications Award Reception on May 19^th:

AllianceBernstein
Ally Financial
Bank of America
Barclays
BlackRock
BNY
Citadel and Citadel Securities
CME Group
Janney Montgomery Scott
Mizuho Americas
Morgan Stanley
Prudential
Travelers

FCS Portfolio Award categories include:

Advertising:
- Audio Advertising
- Digital Display
- Out-Of-Home (Single Entry / Campaign)
- Print (Single Entry / Campaign)
- Paid Social
- Influencer Marketing
- Television (Linear / Streaming) (Single Entry / Campaign)
Branding:
- Logo
- Visual Identity System
External Communications:
- Email
- Podcasts
- Organic Social
Collateral (Annual Reports, Print or Digital Collateral)
Public Relations
Events:
- Event Marketing
- Sponsorship Marketing
Media Strategy
Digital Media:
- Apps and Tools
- Online Video
- Websites
Integrated Marketing
Branded Content with Media Partner:
- Articles & Infographics
- Partnered Podcasts
- Partnered Videos
- Partnered Events
- Integrated Partnered Campaigns
Employee Communications: (Financial Institutions Only)
- Employee Event
- Employee Video
- Internal Visual Identity
- Integrated Internal Campaign
- Recruiting Campaign

The finalists of the Employee Communications competition will be honored at a separate Portfolio Awards reception. Up to 5 representatives from each winning company will be invited, for free, to attend the celebration on Tuesday, May 19 (5:30 pm – 7:30 pm) at the New York Yacht Club. Gold, Silver, Bronze, and Best in Show trophies will be presented. Additional tickets will be available for purchase, and sponsorships will be available. Event details here.

For more information regarding any aspect of Portfolio, please contact this year’s committee co-chairs, Katy Brady and Katie Weber, or Kevin Windorf.

Judges
Sponsors
Portfolio Awards Committee

Judges

Senior marketing and creative executives from financial services firms and agencies were recruited to serve on this year’s judging panel. Our thanks to each of our 44 judges for their time and talent in working hard to identify this year’s winners.

Julian Bissuel, CEO, 72andSunny
Claudia Mark, Partner, Head of Creative, Agenda
Tim Scherer, Director | Social Media, American Century Investments
Jill Brower, VP, Internal Communications, Ameriprise
Geoffrey Underwood, Board Advisor, AML Group
Veronica Mendoza, Vice President of Growth Marketing, Betterment
Parker Luchetti Harrington, Creative Director, BNY
Dominica Ribiero, Chief Marketing and Distribution Officer, Breckinridge Capital Advisors
Eileen Lynch, Head of ICS Marketing, Broadridge
Elizabeth Anathan, SVP, Corporate Communications, Callan
Matthew Hickerson, Head, Strategic Communications, CFA Institute
Peter Amadeo, SVP, Head of Operations, USCC Design and UX, Citi
Patty Quinn McAuley, SVP, Head of Marketing, Clark Capital Management Group
John Rossmiller, Senior Director, Global Brand Marketing, CME Group
Alexandra Mamorsky, Director, Design Transformation, Code and Theory
Allison Knightly, Senior Director, Strategic Media Channels, Columbia Threadneedle
Liz Mattingly, VP, Creative Director, Crowley Webb
Allison Warren, Head of Brand Strategy & Design, DTCC
Meredith Arnold, Executive Director, Head of Advertising, E*TRADE from Morgan Stanley
Sean Neary, Co-Lead, US Financial Services, Edelman Smithfield
Cindy Lindenbaum, Director, Content & Thought Leadership Development, Equitable
Alexa Besescheck, Social Content & Editorial Lead, Franklin Templeton
Lara Coleman, Senior Vice President, Marketing, Future Standard
Lauren Kitson, Director Digital Strategy, Marketing, Hartford Funds
Karen Shakoske, SVP, Head of Marketing & Corporate Communications, Janney
Matthew Fetchko, SVP, Director of Digital Marketing Strategy, Jennison
Kevin Smith, Founder & Principal, Kevin & Co
Sarah Blair, AVP, Advertising, Corporate Marketing, Lincoln Financial
Jody Lowe, President & Founder, Lowe Group
Christopher McLallen, Head of Production, M&C Saatchi
Ivan Cayabyab, SVP, Brand, Moody’s
Steven Stano, Executive Director, Marketing, Morgan Stanley at Work
Callie Starbuck, Vice President, Global Brand Marketing, Nuveen
Tracey Owens, President, Founding Partner, o2kl
Michael Ruby, Co-Founder, Chief Creative Officer, Park & Battery
Daniel Allocca, Partner, Prosek
Brandii Reid, Vice President, Brand & Advertising, Prudential
Tony Michellini, Vice President, Quadrant Strategies
Beth Johnson, Founder and CEO, RP3 Agency
Steven Stano, Executive Director, Marketing, SARANKCO
Phil Edelstein, Founder, Substance Creative & Strategy
Jessica Sochol, Managing Director, Sullivan
Allie Featherston, VP, Enterprise Brand Marketing, TIAA
Daniel Diaz, Senior Communications Manager, Public Relations, USAA