Regional Chapters and YMC

New York

The birthplace of the FCS, New York remains the hub of all national events, such as the Portfolio Awards Gala and Financial Marketer of the Year Gala. In addition, the national Board Directors are each responsible for leading up to two local events or activities a year — from luncheons and breakfasts to our annual Holiday Party to our Billiards & Libation Tastings nights and Golf & Tennis Day.



  • January 27, 2023

    Reaching Financial Advisors in a noisy media landscape

    Ptarmigan Media recently conducted an in-depth analysis of five industry sources, proprietary benchmarks, and data from four leading publishers in the financial services space to identify key themes affecting the Financial Advisor (FA) audience. The objective was to identify steps that brands can take to future-proof media plans going into 2023. Key takeaways include: The […]

    New York


Since 2010, the FCS has staged content-driven events in Boston. The chapter is currently led by president AnneMette Bontaites, Wall Street Journal | Barron’s Group, and vice president Melissa More, Dotdash Meredith.


One of our most active chapters, Charlotte has been home to FCS events since 2015. The current chapter president is Brian Roach, Ally.


Since 2010, the FCS has staged content-driven events in Chicago. The chapter is currently led by president Rachel O’Block, Dotdash Meredith.


Chapter president Ed Nini, Principal Global Investors, currently leads our presence in Philly, where we’ve held events since 2016.

FCS West (San Francisco, Denver, Los Angeles, Seattle)

The FCS began holding events west of the Mississippi in 2013, when we launched the FCS West regional chapter out of San Francisco. Since then we’ve also hosted events in Denver and Los Angeles. Today, under chapter president and former Board Director Abiy Bekele, SmartBrief (Future PLC), we expect to add Seattle to list of FCS West host cities.

Young Members Circle

FCS YMC is the exclusive committee for dues-paying members age 35 and younger. YMC hosts its own events, focusing on financial marketing topics as well as career planning, personal brand building, social networking and community services. Annual membership is discounted and provides a discount to all in-person FCS events.