Financial Profiles, Inc.
11601 Wilshire Blvd., #1920, Los Angeles, CA 90025
Financial services including banks, REITs, specialty finance and insurance companies, and asset managers. Sectors include consumer, outsourced services, industrials, energy, technology and healthcare. Substantial experience with companies in newly established categories, sectors or asset classes.
Agency Statement: Financial Profiles is a strategic communications firm that specializes in creating client value in terms of reputation, valuation, capital, talent or other measurable results. This year marks the 10th anniversary of the firm, which was founded by a group of recognized industry professionals with deep knowledge of communications, finance and journalism.
Financial Profiles partners with public companies, pre-IPO companies and asset management firms for strategic counsel and advice, expertise in value-based corporate positioning and messaging, and access to investors, analysts and the press. The firm offers a range of specialized services including fully outsourced and project-based investor relations, IPO preparation, M&A support, strategic advisory services, corporate positioning and narrative, media training and media relations, and crisis preparation and management.
The firm has a track record of success in leveraging smart counsel and best-in-class communications to help companies differentiate and distinguish themselves, enhance their credibility, and build Wall Street and media support that leads to growth and access to capital. The firm takes a research-based, customized and proactive approach to each client engagement, and nimbly applies the best talent for each client need from a diverse set of skills and expertise with the goal of achieving measurable ROI. This has led to long-term client partnerships, repeat business and referrals.
Clients appreciate the firm’s keen understanding of how Wall Street and the media work, including the changing landscape. Financial Profiles has strong relationships with analysts, investors and the press, including success in placing media stories in outlets that most impact business reputation and results.
Moira Conlon, pres.
875 N. Michigan Ave., #3100, Chicago, IL 60611
Allyson Pooley, sr. VP
2225 East Bayshore Rd., #106, Palo Alto, CA 94303
Tricia Ross, sr. VP
Aristotle Capital Management
Bank of Marin
General Finance Corp.
Midland States Bancorp
National Assn. of Corporate Directors (NACD)
Pacific Mercantile Bancorp
Pacific Premier Bancorp
STORE Capital Corp.
Tennenbaum Capital Partners
Western Asset Mortgage Capital Corp.
Willdan Group, Inc.
William Lyon Homes, Inc.
William O'Neil & Co.