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 30^th 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:

BEST IN SHOW CONSUMER RETAIL

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

BEST IN SHOW CORPORATE IMAGE

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

BEST IN SHOW CORPORATE SOCIAL RESPONSIBILITY

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

BEST IN SHOW DIVERSITY, EQUITY & INCLUSION

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

BEST IN SHOW EMPLOYEE COMMUNICATIONS

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

GOLD SPONSOR: MassMutual
SILVER SPONSOR: Mizuho Americas
BRONZE SPONSORS: Invesco QQQ, McKinney, State Street Global Advisors
JUDGES’ CHOICE AWARD SPONSORS: Dotdash Meredith
COCKTAIL RECEPTION SPONSOR: Arbor Realty Trust
AFTER PARTY SPONSOR: Forbes

BRANDED TABLE SPONSORS:
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.

*SSGA CMO John Brockelman with*
*Alysia Borsa of Dotdash Meredith*

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.

Judges
Sponsors
Portfolio Awards Committee

Judges

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