31st annual FCS Portfolio Awards

THE GALA IS COMPLETELY SOLD OUT

The FCS is proud to recognize the great and iconic financial services marketing and communications work done in 2024. [SEE LIST OF FINALISTS BELOW.] On Thursday, May 1st, 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 285 trophies to present, our program will kick-off at 7:15pm.

Patty Sachs of Publicis and the FCS Board of Directors will serve as emcee, and our six Award Presenters will be:

  • Pinki Mehta, SVP/MD, Head of Global Marketing and Digital Experience, AllianceBernstein
  • Branden Jones, Chief Marketing Officer, BlackRock Aladdin
  • Toni Clayton-Hine, Chief Marketing Officer, EY Americas
  • Dara Marshall, MD, Head of Brand Management, JPMorganChase
  • Andrea Saporito, MD, Wealth Management Digital Marketing, Morgan Stanley
  • Tara Giuliano, Chief Marketing Officer, Nuveen

Once all the awards are announced, we’ll launch into a two-hour after party with a DJ and dancing.

This will be a magical night for you to celebrate the very best in financial marketing and communications and connect with old and new friends from across our community and industry.

Toasting 100 years since the Jazz Age of the Roaring Twenties, we’re expecting a sold-out crowd of 600 financial marketers, agency professionals and media executives.

In addition to Gold, Silver and Bronze trophies, Best in Show Awards will be announced for Corporate Image, B2B, Consumer, Employee Communications, DEI and Corporate Social Responsibility. The “Judges’ Choice” trophy will be awarded to the #1 favorite of our judging panel of 51 industry and agency luminaries.

THE FINALISTS OF THE 31ST ANNUAL FCS PORTFOLIO AWARDS

From among the 130 brands that competed this year, the following list of 94 brands will be honored with at least one trophy. Will it be Gold, Silver or Bronze? Join us at the Gala on May 1st to find out!

  • Adviser Compliance Consulting
  • AllianceBernstein
  • Ally
  • Alpine Investors
  • American Century Investments
  • American Express
  • Ameriprise
  • Ara Partners
  • Arbor Realty Trust
  • Ascensus
  • Bank of America
  • Barclays
  • Binance
  • BlackRock
  • Blue Owl Capital
  • BMO Financial Group
  • BNY
  • BNY Wealth
  • Cambridge Investment Research
  • Capital Group
  • Cboe Global Markets
  • Certified Financial Planner Board of Standards
  • CFA Institute
  • Chase and Marriott Bonvoy
  • Citadel and Citadel Securities
  • Citi
  • Citi® / AAdvantage®
  • Clark Capital Management Group
  • CME Group
  • Coinbase
  • Columbia Threadneedle Investments
  • DTCC
  • E*TRADE from Morgan Stanley
  • Equitable
  • EY
  • Fannie Mae
  • Financial Communications Society
  • Fisher Investments
  • FM
  • Forbes Media
  • FS Investments
  • Goldman Sachs
  • Grayscale
  • Hartford Funds
  • HSBC
  • Invesco
  • Invesco QQQ
  • iShares by BlackRock
  • J.P. Morgan
  • J.P. Morgan Wealth Management
  • JPMorganChase
  • KPMG
  • Lexington Partners
  • Lincoln Financial Group
  • LinkedIn
  • M&T Bank
  • M&T Bank/Wilmington Trust
  • MassMutual
  • Mizuho
  • Moody’s
  • Morgan Stanley
  • NerdWallet
  • Neuberger Berman
  • Northwestern Mutual
  • Nuveen
  • Ocean Park Asset Management
  • Pagaya
  • PGIM
  • PGIM Fixed Income
  • PGIM Investments
  • PIMCO
  • PNC Bank
  • Principal Financial Group
  • Prudential Financial
  • Sector SPDR ETFs
  • State Street
  • State Street Global Advisors
  • Synchrony
  • T. Rowe Price
  • tastytrade
  • TIAA
  • TOI
  • Tradeweb Markets
  • Tradr ETFs
  • Travelers Insurance
  • TritonPoint Wealth
  • Trust & Will
  • U.S. Bank
  • UBS
  • VanEck
  • Vanguard
  • VistaShares
  • Voya Financial
  • Wells Fargo

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

Judges

Fifty-one senior marketing and creative executives from financial services firms and agencies served on this year’s judging panel, organized and led by FCS Vice Chair Tom Jago. 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.

  • Kapil Arora, SVP, Head of Digital, AllianceBernstein
  • Caitlin Schillig, Vice President, Brand, Advertising & Paid Media, Ameriprise Financial
  • Adam Bell, Chief Marketing Officer, Arbor Realty Trust
  • Lisa Busenburg, Head of Retirement Marketing, Digital, Marketing & Analytics, Ascensus
  • Jeremy Cohn, SVP, Global Markets Marketing, Bank of America
  • Briana Hovington, Senior Manager, Growth Acquisition, Better
  • Maura Crehan, Vice President, Aladdin Marketing, BlackRock
  • Jim Kotulka, Head of Brand & Creative, BNY
  • Lisa Parkin, Vice President, Enterprise Marketing & Events, Broadridge Financial Solutions
  • Kira Sandmann, Chief Marketing Officer, Brown Gibbons Lang & Co.
  • Janet Sawires, AVP, Global Brand and Creative, Chubb
  • Tanya Fraser, SVP, Head of US Cards Advertising, Citi
  • Lisa Whitman, Marketing Director, Columbia Threadneedle
  • Stephanie Gay, Managing Director, Strategy, Crossmedia
  • Chris Donahoe, Executive Vice President & Head of AI Strategy, Edelman Smithfield
  • Andrew Miller, Executive Creative Director, Episode Four
  • Leeor Sillman, Managing Director, Marketing, Epoch Investment Partners
  • Andrew DeCaro, Director, Marketing, Grayscale
  • Jeff Coghan, Head of Digital Marketing, Hartford Funds
  • Stephanie Fiset, Associate Director, QQQ Brand and Content, Invesco
  • Matthew Pisciotta, Executive Director, Digital Acquisition & Engagement Strategy, J.P. Morgan Wealth Management
  • Katherine Boylan, SVP, Director of Integrated Marketing, Jennison Associates
  • Paul Leibowitz, President & Chief Creative, Leibowitz Branding & Design
  • Pat VanGorder, President & Head of Growth, Level
  • Jessica Huban, SVP, Social Media Manager, M&T Bank
  • Katie Cronen, Partner, Maslansky
  • Christa Perry, Head of Advertising and Sponsorships, MassMutual
  • Hope Kennedy, Assistant Vice President, Chief of Staff, Global Marketing and Communications, MetLife
  • Max Alex, Executive Director, Head of Brand and Creative, Mizuho
  • Andrea Saporito, Managing Director, Wealth Management Digital Marketing, Morgan Stanley
  • Zack Menna, SVP, Group Creative Director, MullenLowe
  • Kate Murphy, Digital Strategy & Project Manager, NeubergerBerman
  • Sheryl Markov, EVP, Head of Demand Generation and Performance Marketing, Northern Trust
  • Lauren Fryefield, Chief Marketing Officer, Pathstone
  • Haley Cohen, Head of Social Media/PGIM, PGIM
  • Merry Fish, Senior Vice President, Brand Strategist, PIMCO
  • Anne Swan, Chief Creative Officer, Prophecy, Prosek Partners
  • Paul Wilhelm, Strategy Director, Leo NY, Publicis Groupe
  • Paula Brennan, Director, Integrated Marketing, Sands Capital
  • Patrice Bedard, Global Head of Brand and Creative, State Street Global Advisors
  • Berta Aldrich, Global Head of Marketing, Stepstone Group
  • Nick Miller, Principal, Strategy, Sullivan
  • Kelly Nowlan, Global Product Marketing Director, Target Dates, T. Rowe Price
  • Reed Handley, EVP, Head of Growth and Financial Services Co-Lead, The Bliss Group
  • Renee Baker, Founder & CEO, The RBI Group
  • Jennifer Ogden, CSO, Head of Brand and Communication Strategy, The Ricciardi Group
  • Ondina Purcell, SVP, Chief Marketing Officer Wealth Management, TIAA
  • Deb Breines, VP, Enterprise Integrated Marketing, Travelers
  • Andy Srygley, Director, Sr Writer, UBS Global Wealth Management
  • Scott Wentworth, CEO, Wentworth Financial Communications
  • Kristin Gower, Global Client President, WPP/Group M

SPONSORS

  • Gold Sponsor

  • Silver Sponsor

  • Bronze Sponsor

  • Judging Day Sponsor

  • Best in Show Sponsor: Corporate Image

  • Best in Show Sponsor: CSR

  • Dinner Sponsor

  • Branded Table Sponsors

  • Coat Check Sponsor

  • Creative Agency of Record

  • Communications Agency of Record

Portfolio 31 Awards / Event Committee

  • Kevin Windorf Committee Chair
  • Tom Jago The Ward Group, Judging Chair
  • Maggie DeCapua FCS Portfolio Coordinator
  • Siobhan Brunton 2112 Communications
  • Felicity Moore 2112 Communications
  • Katy Brady Invesco
  • Rebecca Schmidt Water & Wall
  • Sonia Wong Water & Wall
  • Audrey Prater FCS Admin/Comms Coordinator
  • Kirti Naik Neuberger Berman
  • Patty Sachs Publicis
  • Rob Pfeiffer FOX Business
  • Hailey Brent BNY Wealth
  • Karen List List Connects
  • Tim Hart Ptarmigan Media