PR for Finance, Investor Relations & Professional Services

Our annual issue on financial PR and investor relations covers the latest industry trends and includes a special report on PR agencies for professional services firms.

O'Dwyer's magazine, now in its 34th year, is the #1 publication for PR and marketing communications pros.

Aug. '20 Financial PR/IR & Prof. Svcs. PR Magazine (PDF)

Main Index of Issues

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Financial PR/IR Firms

BackBay Communications

20 Park Plaza, Suite 801
Boston, MA 02116
617/391-0790
www.backbaycommunications.com

14-16 Great Chapel Street
London, W1F 8FL
T: +44 (0) 203 475 7552

Bill Haynes, Founder & CEO

BackBay Communications is an integrated public relations, thought leadership content development, and digital marketing agency focused on the financial services sector, with special expertise in private equity, asset management, fintech, and impact investing.

BackBay is known for helping companies develop strong brands and drive new business through thought leadership, media relations, research and message development and integrated marketing campaigns. BackBay has very close relationships with the business and trade media. With 20 employees and offices in Boston and London, BackBay serves companies across the United States, Europe and elsewhere, leveraging global partners.

BackBay takes a brand-centric, content-driven approach to developing and executing market positioning and integrated communications programs for financial services firms including marketing strategy, content development, creative design, and multi-channel distribution of company news and perspectives to build brand awareness, credibility and drive new business for our clients.

Our services include strategic integrated marketing plans, media relations, content creation, branding, website development, marketing materials, videos, advertising and social media.

Our industry work and experience includes: Accounting, Advisory, Asset Management, Banks, Financial Technology, Hedge Funds, Impact Investing, Insurance, Legal, Private Equity, Venture Capital and Wealth Management.



Bliss Integrated Communication

Member of The Worldcom Public Relations Group

500 5th Ave., Suite 1640
New York, NY 10110
212/840-1661
Fax: 212/840-1663
www.blissintegrated.com

Elizabeth Sosnow, Meg Wildrick, Managing Partners
Cortney Stapleton, Partner, Professional Services Practice Leader
Michael Roth, Partner, Healthcare Practice Leader
Alexis Odesser, Greg Hassel, Julia Mellon, Keri Toomey, Reed Handley, Sally Slater, SVPs
Miles Hill, Liz DeForest, Megan Tuck, Morgan Musikantow, VPs

To stay ahead of competitors, financial services companies need an agency partner with expertise, creativity, and agility—as well as a fierce dedication to results and service. Bliss is built to deliver on these needs.

Bliss Integrated Communication’s award-winning financial services practice specializes in breaking down complex ideas and packaging them into integrated communication campaigns. What is especially unique about Bliss is that the firm helps its clients engage with their key audiences directly, as well as with the influencers and trusted partners that impact their businesses.

We work with some of the biggest names in asset management, insurance, wealth management, banking and private equity and have expertise in reaching niche audiences, including regulators, advisors, intermediaries, institutional investors, business owners, consumers, Millennials, women, mass affluent, and high-net-worth investors.



Bospar

Locations in San Francisco, LA, Orange County, Chicago and the Washington, D.C. area

415/913-7528
success@bospar.com
@BosparPR

Bospar’s team of professionals are where you need them: San Francisco, Los Angeles, New York, Chicago, Washington, D.C., and San Diego.

Chris Boehlke, Curtis Sparrer, Tom Carpenter, Principals
Tricia Heinrich, Chief Content Officer

Hey—can we talk to you for a second? Yeah—you—the person reading these descriptions.

Is it us or does this copy all seem the same? We bet nearly every agency description says “we’re award winning” and “tech blah, blah, blah” and you’re left wondering: who do I pick?

Here’s our advice: pick an agency that is the right size to care about you passionately with the right team to get it done.

We of course think that’s us! Bospar was named PRWeek’s Outstanding Boutique agency for the second year in a row, because we offer the best of big and small.

Like a big agency, Bospar has seasoned professionals across the country, based in San Francisco, Los Angeles, Chicago, Houston, Orange County, San Diego, New York, and Washington, D.C. Its content department provides blog posts, case studies, ghost-written articles, messaging, positioning, press releases, social media content, website copy, infographics, research projects and videos.

But like a boutique, you will get attention from the most senior staff and a team of people who have worked together for years.

Bospar’s staff includes journalists who know how to reverse-engineer media coverage from a client’s needs and provide intensive media training with an insider’s perspective. Bospar supports its media efforts with analyst and influencer relations, customer and third-party relations, case histories and speaking and awards programs. The agency’s specialty is driving coverage from the likes of ABC to the Wall Street Journal.



Buttonwood Communications Group

205 E. 42nd St., 17th Floor
New York, NY 10017
646/766-9880
www.buttonwoodpr.com

Justin Meise, President & Founder

Buttonwood Communications Group is a boutique public relations, marketing and strategic communications firm specializing in financial services. Founded in 2015, we have had the privilege to serve a diverse range of financial organizations from niche players to household names.

Buttonwood employs an integrated model emphasizing the development of strategic content to leverage across communications disciplines to maximize impact and value. Our team has built an impressive track record for designing and managing successful programs to promote products and services and transform brands for many B2C and B2B companies from asset management, exchange traded funds and brokerage to investment banking, private equity, hedge funds, specialty financing, mortgage and financial technology.

Clients include: FTSE Russell, Parametric, Westchester Capital Management, The Investment Advisor Association’s Active Managers Council, LeaseAccelerator, Indus Valley Partners, and BondWave



Dukas Linden Public Relations

100 W. 26th St.
New York, NY 10001
212/704-7385
info@dlpr.com
www.dlpr.com

Richard Dukas, Chairman & CEO
Seth Linden, President
Zach Leibowitz, Exec. VP

Dukas Linden Public Relations (DLPR) is a communications partner for leaders in finance, asset management, professional services, fintech and B2B technology. We create compelling narratives that expand our clients’ share of voice, enhance their brand value and—most important—engage key audiences in a global marketplace.

Ranked #7 on O’Dwyer’s list of top financial PR firms, we’re driven by a passion to deliver targeted strategies and creative solutions that provide measurable benefits to clients—and help their businesses grow and succeed. Our full suite of integrated communications services includes: comprehensive messaging and media relations across multiple platforms, content creation, media and presentation coaching, crisis and special situations communications, online reputation management and internal communications.

DLPR’s clients include well-known, large and middle-market companies in key areas of finance, including: institutional investing, mutual funds, ETFs, wealth management, alternatives and private equity, and investment and community banking. DLPR has proven professional services experience within accounting, business consulting, compliance, cybersecurity, economics, risk management, management consulting and law. DLPR also has strong experience in fintech and B2B technology.

DLPR has an exceptionally strong broadcast group that, on average, secures approximately 50 bookings per month, primarily on CNBC, Bloomberg, Fox Business and Yahoo! Finance.

Clients Include: ARK-Invest, Adams Street Partners, BlueMountain Capital, Brandes Investment Partners, Brightstar Capital Partners, Brown Advisory, Crossmark Global Investments, Eaton Partners, EisnerAmper, Global X Management, JMP Group, Muddy Waters, Navigant, Neuberger Berman, Raymond James and Robeco.



Edelman

250 Hudson St., 16th Floor
New York, NY 10013
212/768-0550
Fax: 212/704-0117
www.edelman.com

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead and act with certainty, earning the trust of their stakeholders. Our honors include the Cannes Lions Grand Prix for PR; Advertising Age’s 2019 A-List; the Holmes Report’s 2018 Global Digital Agency of the Year; and, five times, Glassdoor’s Best Places to Work. Since our founding in 1952, we have remained an independent, family-run business. Edelman owns specialty companies Edelman Intelligence (research) and United Entertainment Group (entertainment, sports, lifestyle).



Feintuch Communications

245 Park Ave., 39th Fl.
New York, NY 10167
212/808-4900
henry@feintuchpr.com
www.feintuchcommunications.com
www.PRWorldAlliance.com

Richard Anderson, senior managing director, financial services, Feintuch Communications

Henry Feintuch, President
Richard Anderson, Senior Managing Director

From fintech to financial services, the Feintuch Communications team has the experience and know-how to help its clients achieve their business objectives.

Our fintech experience is strong and varied – with decades of hands-on support to companies in virtually every facet of the business from foreign exchange and payment technologies, to compliance software, loan platforms, trading technologies and more.

We provide integrated financial communications services to public and private companies seeking to raise capital, burnish their image or inform markets. Our senior team helps companies to fine-tune their corporate story for the investment community and their market position and differentiation to the business and trade press.

The Feintuch team provides strategic IR services in-house and partners with best-of-breed providers to deliver a full IR platform. We also help privately held companies with registered debt to tell their stories to the financial media.

Rick Anderson, financial practice head, is a former chair of PRSA’s financial communications section. The firm’s expertise is supported by the financial services specialists in the PR World Alliance, an international alliance of premier independent PR and IR consultancies.



Financial Profiles, Inc.

11601 Wilshire Blvd., Suite 1920
Los Angeles, CA 90025
310/622-8220
mconlon@finprofiles.com
www.finprofiles.com

Chicago, IL
San Francisco, CA
New York, NY

Moira Conlon, President

Founded in 2007, Financial Profiles is a strategic communications firm that specializes in creating value through effective communications. We partner with public and private companies as well as asset management firms, sell-side firms and trade associations to provide strategic counsel, value-based positioning and messaging, and access to investors, analysts and the press. We work across industry sectors and have a dedicated financial services practice.

Our senior team has deep expertise across a range of specialized services including investor relations, media relations, IPO preparation, M&A support, corporate positioning and messaging, media training, and crisis communications support. We are proud of successes in leveraging best-in-class communications to help our clients distinguish themselves, enhance credibility, and build Wall Street and media support.

Clients Include Aristotle Capital Management, Banc of California, Inc., BlackRock TCP Capital Corp., Calavo Growers, Columbia Banking System, Inc., CURO Group Holdings, Duluth Holdings, Green Thumb Industries, Hightree Advisors, General Finance Corp., Midland States Bancorp, National Assn. of Corporate Directors, National Assn. of Theater Owners, Oaktree Capital Group, Pacific Premier Bancorp, PPM America, Resources Global Professionals, STORE Capital, Two Harbors Investment Corp., Tula Technology, Victory Capital Management and Western Asset Mortgage Capital Corp.



FINN Partners

301 E. 57th Street, 4th Floor
New York, NY 10022
212/715-1600
www.finnpartners.com

Ryan Barr, Practice Leader and Managing Partner (NY)

Finn Partners’ Global Financial Services Practice advises companies on strategies to navigate today’s highly competitive markets and complex regulatory environments. They also help clients achieve successful business outcomes through purposeful storytelling and integrated communications, and identify the most meaningful ways for clients to engage key audiences and inspire action. Led by industry veteran Ryan Barr, the practice has continued to build upon the momentum from last year’s acquisition of London-based financial services firm, Moorgate Communications. In today’s ever volatile markets, Finn’s seasoned experts understand that modern companies must engage customers and clients in ways never before imaginable. Whether broadening brand awareness, building appreciation for clients transforming an industry or driving adoption of new products and services, Finn’s Financial Communications practice combines smart data and analytics with creative programing and flawless tactical execution to deliver on our agency promise—be bold, meaningful and amazing for clients.



FTI Consulting Strategic Communications

88 Pine Street, 32nd Floor
New York, NY 10005
212/850-5600
www.fticommunications.com

Mark McCall, Global Segment Leader

C-suites, boards of directors, and business leaders from around the world come to FTI Strategic Communications with their most complex, business-critical issues that require diverse skill sets and integrated disciplines. As part of a global business advisory firm, we help these organizations manage change, mitigate risk and enhance their market position by combining decades of deep subject matter expertise with functional and disciplinary experience.

Our financial communications professionals serve as trusted advisors to management teams on a range of capital markets events as well as other stakeholder issues throughout the corporate life-cycle. We help clients navigate their most pressing challenges and opportunities around M&A, IPOs, restructuring, capital raising, corporate governance, ESG strategy, proxy fights, and shareholder activism. Our integrated capabilities in financial communications, corporate reputation and public affairs help clients protect and drive business value.



The Hoyt Organization, Inc.

A member of the Public Relations Global Network (PRGN)

23001 Hawthorne Blvd., Suite 200
Torrance, CA 90505
310/373-0103
www.hoytorg.com

Leeza L. Hoyt, APR, MBA, President
Kenton N. Barrett, Vice President

The Hoyt Organization, Inc., is a full service, integrated communications firm which focuses on the financial sector as part of our real estate studio. As such, over the years, we’ve worked with private equity firms, venture capital firms, owner operator entities, direct lenders and other sources of capital wealth, so you can be assured that our team understands your market and will be dedicated to building out your message.

Based in the Los Angeles area, with national reach THO is known for developing strategic campaigns that reach the right audience with the right message. We’re a team of high energy go getters dedicated to staying on top of the best digital tools that integrate into more traditional public relations techniques to truly move the needle for our clients. And, we’ve been doing this successfully for almost thirty years. After all, our specialty is developing high performance strategies that promote your brand.

Isn’t that what you want?

Our services include strategic public relations counsel, content generation, thought leadership, digital and social media programs, and more.



ICR

685 Third Ave., 2nd Floor
New York, NY 10017
646/277-1200
www.icrinc.com

Thomas Ryan, CEO (tom.ryan@icrinc.com)
Don Duffy, President (don.duffy@icrinc.com)
Phil Denning, Partner (phil.denning@icrinc.com)

Established in 1998, ICR partners with companies to execute strategic communications and advisory programs that achieve business goals, build awareness and credibility, and enhance long-term enterprise value. The firm’s highly-differentiated service model, which pairs capital markets veterans with senior communications professionals, brings deep sector knowledge and relationships to more than 650 clients in approximately 20 industries. ICR’s healthcare practice operates under the Westwicke brand (www.westwicke.com). Today, ICR is one of the largest and most experienced independent communications and advisory firms in North America, maintaining offices in New York, Norwalk, Boston, Baltimore, San Francisco, San Diego and Beijing. ICR also advises on capital markets transactions through ICR Capital, LLC. Learn more at www.icrinc.com. Follow us on Twitter at @ICRPR.



Joele Frank, Wilkinson Brimmer Katcher

622 Third Avenue, 36th Floor
New York, NY 10017
212/355-4449
www.joelefrank.com

One California Street, Suite 2275
San Francisco, CA 94111
415/869-3950

Joele Frank, Managing Partner
Matthew Sherman, President

Joele Frank provides effective and disciplined communications counsel and support to help our clients take control in advancing their business and strategic objectives.

Our clients range from large, global public companies to smaller, private enterprises across virtually all industries. Our professionals have been recognized by our peers, the financial community and journalists for their quality work, strategic acumen and creative approach to challenging issues.

The firm’s practice areas include investor relations, corporate communications and media relations, restructuring and bankruptcy, crisis communications and special situations, transaction and integration/change management communications, shareholder activism, ESG, litigation support, private equity, and design and digital.

Joele Frank consistently ranks among the top PR firms in announced restructurings, M&A transactions, and defense against activist investors.



Kekst CNC

437 Madison Avenue
New York, NY 10022
212/521-4800
www.kekstcnc.com

Jeremy Fielding, Co-Chief Executive Officer, Partner (New York)
Bernhard Meising, Co-Chief Executive Officer, Partner (Munich)

Kekst CNC is a leading global strategic communications firm with unparalleled expertise in helping global business and institutional leaders navigate challenges and opportunities as they grow, transform, and protect their organizations. Our clients rely upon the sound judgment, innovative thinking, and proven effectiveness of our highly experienced team of advisors to develop and execute the integrated communications strategies necessary to maintain the confidence of stakeholders in an era of accelerated change.



Lansons Intermarket

425 Madison Avenue, Suite 600
New York, NY 10017
212/754-5449
mosbacher@intermarket.com

Martin Mosbacher, President

Lansons Intermarket is a leading reputation management and strategic communications consultancy with offices in New York and London and clients throughout the global financial services industry. We provide a combination of strategic expertise and highly targeted execution designed to create integrated communications programs that will shape your firm’s messages, produce impactful content and generate the media coverage and social media amplification that builds and maintains reputation. Our key objective is to achieve sustained, measurable results.

With roots going back to 1986, Lansons Intermarket clients include leading asset managers, wealth advisors, investment marketplaces and exchanges, leading buy-side and sell-side institutions, banks, alternative investment providers, financial technology and service providers, as well as government and industry organizations.

Service is the key factor that sets us apart. At Lansons Intermarket, all clients work directly with a team of experienced financial communications professionals who understand your business, help shape your story, and know how to make that story resonate with the audiences you need to reach.



Montieth & Company

10 Grand Central
155 E. 44th Street
New York, NY 10017
646/864-3080
www.montiethco.com
Montieth@montiethco.com

1 Fore Street
Moorgate, London
United Kingdom
EC2Y 5EJ
44 (0)20 3865 1947

Montieth Illingworth, CEO and Global Managing Partner of global communications agency Montieth & Company.

Montieth Illingworth, CEO and Global Managing Partner

Montieth & Company is a specialist global communications agency with expertise in corporate communications, financial communications and public relations. It provides strategic communications solutions for key corporate initiatives and supports engagement with analysts and investors. The firm has offices in New York, London and Hong Kong, and works across global money and media markets.

The firm is known for its work with publicly listed and private clients across financial services (asset managers, investment banks, hedge funds and private equity firms), professional services, real estate, fintech, emerging technologies, aviation, manufacturing, natural resources and renewable energy. It has worked extensively with clients listed on public exchanges, including the NASDAQ, NYSE, TSX, FTSE and AIM, on investor relations and media relations. This includes raising a company’s brand presence in the media, succession planning, M&A, capital raises, IPOs, quarterly and annual reporting, analyst relations and regulatory disclosures.

With the firm’s wealth of experience in crisis communications, issues management, litigation communications and public affairs, Montieth & Company is also able to holistically assist clients on special situations relating to activist shareholders, insider trading, SEC and other regulatory actions, fund liquidation, bankruptcies, discrimination and sexual harassment cases, fraud and anti-trust lawsuits, among others.

Visit https://montiethco.com/expertise/corporate-financial-communications/ for more information on our specialist capabilities and work in financial PR and corporate communications.

You can view our previous client work here: https://montiethco.com/ourwork/



Peppercomm

470 Park Ave. South, 5th flr. North
New York, NY 10016
212/931-6100
contact@peppercomm.com
www.peppercomm.com

Steve Cody, CEO & Founder
Ann Barlow, Partner & President, West Coast
Jacqueline Kolek, Partner & General Manager, New York Office
Maggie O’Neill, Partner & Chief Client Officer
Tara Lilien, Chief Talent Officer

Peppercomm is an award-winning strategic, integrated communications and marketing agency headquartered in New York City with offices in San Francisco and London. The firm combines 25 award-winning years of expertise serving blue chip and breakout clients with forward-thinking new service offerings and the freshness of a start-up. This unique mix of experience and energy attracts and empowers teams with a creative edge, drive and a passion for promoting, protecting and connecting clients in a fast-changing marketplace.

Corporate purpose has become the buzzword of the year with many brands taking a stand on societal issues to drive marketing programs. Peppercomm’s StandSmart is a purpose stress test that evaluates brands’ business practices to ensure credibility and authenticity to stand behind their corporate purpose. Peppercomm’s Employee Engagement helps Chief Human Resource Officers develop insight-led communications programs to attract and retain talent, ensure employees are informed and engaged, and create workplaces with genuine two-way dialogue.

Visit www.peppercomm.com or find us @Peppercomm.



RF|Binder

950 3rd Ave., Floor 7
New York, NY 10022
212/994-7600
www.rfbinder.com

Amy Binder, CEO

The RF|Binder Corporate & Financial Services practice has worked with some of the most recognizable brands across retail banking, asset management, brokerage, mutual funds, financial technology, insurance, professional services, and private equity. Our fully integrated communications team works closely with the firm’s digital and analytics practice to develop and execute measurable programs closely tied to business objectives. We help organizations with all layers of their communication programming, from narratives and messaging, media relations, executive positioning, thought leadership, and corporate social impact programming, to implementing B2B/B2C communications initiatives, including social and digital media programming, content campaigns, branding and design, influencer relations, and more. Our team brings a broad understanding of the regulatory and compliance issues that govern communications around financial service companies and products, and take a consultative approach with our clients.



Sitrick and Company

800/288-8809
www.sitrick.com
Los Angeles: 310/788-2850
New York: 212/573-6100
San Francisco: 415/999-9634
Denver: 720/904-8560
Washington, D.C.: 443/977-7215
Boston: 617/897-0326

Michael S. Sitrick, Chairman and CEO

Less important than what you say about yourself is what others say about you.

• The New York Times: “The City’s Most Prominent Crisis-Management Firm.”

• Forbes: “The crew from the television magazine is banging on your door. You can have the security guard throw them out and know they’ll trash you. Or you can sit down with them and figure that out of the hour you give them, they’ll use only 40 seconds on air. And those 40 seconds will make you look very guilty. Better solution, call Mike Sitrick.”

• BusinessWeek: That’s unbelievable. This is the heavy artillery.” Quote is from the CEO of one of the largest PR firms in the world, after learning we were brought in on the other side of a contentious matter in which his firm was involved.

Since our firm’s founding 31 years ago, we have been consistently ranked among the top crisis and strategic communications firm in the nation.

The majority of the firm’s senior executives are former editors and reporters from news organizations that include the Wall Street Journal, the New York Times, Bloomberg, Los Angeles Times, Forbes, CBS News, and NBC News. We also have former practicing attorneys and business executives.

Matters with which we have been involved include litigation support of all kinds; intellectual property matters, allegations of stock manipulation, wrongful termination, contract disputes, allegations of fraud and fraudulent inducement, wrongful death claims, allegations of illegal drug use, SEC matters, and a variety of other white-collar crimes. We have also handled criminal and civil cases against companies and their executives for such things as price fixing, insurance fraud, options backdating, antitrust violations, race and sex discrimination, sexual harassment, racism and #MeToo matters. We have a significant data breach, mergers and acquisitions and corporate governance practice and have done extensive work combatting short sellers. Other issues include sensitive environmental matters, racketeering cases, family disputes, and high-profile divorces, reputation management and reputational positioning. We have also been involved in helping to launch such firms as Oaktree Capital.

Offices are in Los Angeles, San Francisco, New York, Boston and Washington, D.C., though we have handled cases all over the world.

For additional information including clients for whom our work was public and additional media comments about our firm see: www.sitrick.com.



Stanton

880 Third Ave.
New York, NY 10022
212/366-5300
astanton@stantonprm.com
www.stantonprm.com

520 3rd St.
Oakland, CA 94607
510/635-4150

Alex Stanton, CEO
Tom Faust, Charlyn Lusk, Managing Directors
Liam Collopy, Katrin Lieberwirth, Michael Goodwin, SVPs

Stanton works with a wide variety of firms in financial services and asset management helping raise their profiles, build their reputations, and grow their businesses. Our clients range from funds and brokerage firms to private equity, venture capital and private credit; and from risk management, insurance, and reinsurance to a variety of fintech and tech-enabled financial services companies. Our work has earned us a place on the Observer Power List of financial PR firms two years in a row.

With offices in New York and the San Francisco Bay Area, we are a full-service agency supporting our clients across a variety of communications disciplines including media relations, brand messaging, content development and marketing, internal communications, executive visibility, thought leadership, digital and traditional marketing, reputation & crisis management, executive counsel, and social media. Our deep understanding of the financial services world and the media covering it allows us to position clients effectively in today’s complex environment. Our senior professionals spend the majority of their time on client work, ask tough questions, challenge assumptions, and suggest bold solutions. Flexibility, collaboration, responsiveness, and bureaucracy-free service are the hallmarks of our client relationships. Clients find a home at our firm because we deliver a unique blend of smart strategy, strong relationships, innovative thinking, and first-class execution that produces business-changing results.



Trevelino/Keller

981 Joseph Lowery Boulevard, Suite 100
Atlanta, GA 30318
404/214-0722 X106 and X105
dtrevelino@trevelinokeller.com
gkeller@trevelinokeller.com
www.trevelinokeller.com

Nationally ranked in financial services and technology industries, along with the #2 position in Georgia and Atlanta’s fastest growing, Trevelino/Keller continues to see success in both its financial services as well as fintech markets. Working in collaboration with the Technology Association of Georgia, Trevelino/Keller continues its ongoing support of Fintech South Conference. Based in one of the strongest financial services markets in the country, Trevelino/Keller has built a balanced practice, working in peer to peer lending, credit unions, payment processing, factoring, tokenization, merchant cash advances, cyber security software and data analytics to name a few. Representing emerging, middle market and national brands, the agency gravitates towards four distinct communities—disruptive forces, category pioneers, stealth leaders and wonder women. Its suite of services includes public relations, integrated marketing, demand generation and creative services.

Having successfully solidified its position as one of the preeminent technology firms in the Southeast, its financial services practice integrates into the firm’s existing base of business and consumer experience. Following one of its most successful years, ranked among the top 15 fastest growing firm in the US, the firm has moved from a service-focused to an outcome-driven philosophy, building customized programs around growth, value, leadership and engagement. Owning the industry’s number one retention rate, having lost one staffer to an agency in 17 years, the firm is known for its progressive, culture-rich programs like Red with Ted, Cooleaf Pro, Read to Lead, Farm to T/K and its soon to be launched, Voice4Change Project. For more information, visit trevelinokeller.com.



Vested

22 W. 38th Street, Floor 9
917/765-8720
info@fullyvested.com
www.fullyvested.com

Dan Simon, CEO & Co-Founder
Binna Kim, Pres. & Co-Founder
Ishviene Arora, COO & Co-Founder
Amer Roberts, CEO of Professional Services
Elspeth Rothwell, CEO of Vested UK

From left: Vested President & Co-Founder Binna Kim, CEO & Co-Founder Dan Simon and COO & Co-Founder Ishviene Arora

Vested is an award-winning, global integrated communications firm that is at the front of the rapidly evolving financial sector. The agency’s approach merges deep financial expertise with creativity and an obsessive commitment to creating value for clients through paid, earned, shared and owned channels. Vested works with brands across financial services, ranging from newer fintechs to institutional firms. Its clients include American Express, Morgan Stanley, Morningstar, Bloomberg, Grayscale, SEI, Scotiabank and RBC Capital Markets, among others.

The agency, which has offices in New York, San Francisco, London and Toronto, is a founding member of the Global Fintech PR Network and operates an investment group, Vested Ventures. In 2019, it made a strategic investment in PR/content firm Caliber Corporate Advisers, and acquired the financial content marketing firm Scribe. Vested has been recognized as one of Inc.com’s Top Places to Work, Bulldog PR’s Best Industry-Focused Agency, PRovoke’s Financial PR Agency of the Year, and PRNews’s Best Places to Work.



Water & Wall

19 West 21st Street, Suite 1202
New York, NY 10010
212/625-2363
www.waterandwall.com

Andrew Healy, Matt Kirdahy & Scott Sunshine, Partners

Water & Wall is an award-winning communications and marketing agency specializing in earned media, content strategy/development, branding, design, and crisis communications.

Our team helps build and maintain the reputations of financial and professional services brands and we’ve worked with the most well-known names in the business. Our financial industry experience includes retail/institutional asset managers, hedge funds, private equity funds, VC firms, ETF providers, wealth managers, fintech companies, investment consultants and more. Our professional services experience extends to law and accounting firms, management and regulatory change consultants, executive compensation specialists and real estate companies.

We’re as careful at selecting our clients as they are at selecting us, and if we work together, you’ll have our undivided attention, out-of-the-box thinking and, perhaps most importantly, our unwavering commitment to your success.



Professional Services PR Firms:

5W Public Relations

299 Park Ave., 10th flr.
New York, NY 10171
info@5wpr.com
www.5wpr.com
Founded: 2003

Ronn D. Torossian, Founder & CEO
Dara Busch, Matthew Caiola, Presidents

Since 2003, New York City-based 5W Public Relations (5WPR) has worked with widely known and emerging brands, corporations and high-profile individuals. Our practice areas include Consumer Products & Brands, Food & Beverage, Health & Wellness, Beauty, Apparel & Accessories, Home & Housewares, Travel & Hospitality, Entertainment & Sports, Corporate, Technology, Public Affairs & Government Relations, Nonprofit, Crisis Communications, Events, Digital Marketing & Social Media. We have a 360-degree approach to PR, social media, branding and digital marketing that delivers game-changing results to our clients.

Our 150+ tenacious and creative communications practitioners develop and execute creative campaigns that connect our clients with their target audiences in memorable ways. Every aspect of our programs are designed to impact our clients’ bottom line, bringing leading businesses a resourceful, bold and results-driven approach to communication.

5WPR’s diverse client experience includes Sparkling ICE, It’s a 10 Haircare, jane iredale, Bowlmor AMF, CheapOAir, L’Oreal, SAP NS2, VIZIO, The Trade Desk, CareerBuilder, Santa Margherita, Topps, Retro Fitness, Welch’s, LifeStyles, SodaStream and Zeta Global, among others. Our innovative programs have received recognition and we have won many awards including PR Agency of the Year, PR Executive of the Year, Product Launch of the Year and Business to Business Program of the Year.



BackBay Communications

20 Park Plaza, Suite 801
Boston, MA 02116
617/391-0790
www.backbaycommunications.com
 
14-16 Great Chapel Street
London, W1F 8FL
T: +44 (0) 203 475 7552

Bill Haynes, Founder & CEO

BackBay Communications is an integrated public relations, thought leadership content development, and digital marketing agency focused on the financial services sector, with special expertise in private equity, asset management, fintech, and impact investing.

BackBay is known for helping companies develop strong brands and drive new business through thought leadership, media relations, research and message development and integrated marketing campaigns. BackBay has very close relationships with the business and trade media. With 20 employees and offices in Boston and London, BackBay serves companies across the United States, Europe and elsewhere, leveraging global partners.

BackBay takes a brand-centric, content-driven approach to developing and executing market positioning and integrated communications programs for financial services firms including marketing strategy, content development, creative design, and multi-channel distribution of company news and perspectives to build brand awareness, credibility and drive new business for our clients.

Our services include strategic integrated marketing plans, media relations, content creation, branding, website development, marketing materials, videos, advertising and social media.

Our industry work and experience includes: Accounting, Advisory, Asset Management, Banks, Financial Technology, Hedge Funds, Impact Investing, Insurance, Legal, Private Equity, Venture Capital and Wealth Management.



Bliss Integrated Communication

Member of The Worldcom Public Relations Group

500 5th Ave., Suite 1640
New York, NY 10110
212/840-1661
Fax: 212/840-1663
www.blissintegrated.com
 
Elizabeth Sosnow, Meg Wildrick, Managing Partners
Cortney Stapleton, Partner, Professional Services Practice Leader
Michael Roth, Partner, Healthcare Practice Leader
Alexis Odesser, Greg Hassel, Julia Mellon, Keri Toomey, Reed Handley, Sally Slater, SVPs
Miles Hill, Liz DeForest, Megan Tuck, Morgan Musikantow, VPs
 
Bliss Integrated Communication’s roots in professional services run 45 years deep. We count among our clients some of the nation’s leading consulting, law and accounting firms, non-profits and associations, as well as innovative technology-enabled B2B solutions providers. Our clients operate across industries including retail, manufacturing, healthcare, technology and more.

Because professional services companies go to market on intangibles (ideas, expertise, education, advocacy, services), we create messages that codify our clients’ unique selling propositions to help them stay consistently visible in the media and relentlessly valuable to the markets they serve.

We’re energized by complex ideas and translate them into differentiated marketing programs that are achievable, on-strategy and high-impact. We treat our clients’ businesses as our own, diving deep to build a seamless understanding of your brand, goals and path to growth. We are channel-agnostic, focused foremost on helping you attract and retain the right audiences at the right time in the sales cycle.



Boardroom Communications

1776 N Pine Island Road, Suite 320
Fort Lauderdale, FL 33322
954/370-8999
www.boardroompr.com
donsil@boardroompr.com

Julie Talenfeld, CEO
Don Silver, COO

When law and accounting firms seek out the very best and brightest Florida PR, social media, and digital marketing specialists, they count on Boardroom Communications (DBA BoardroomPR). 

We are a full-service public relations and integrated marketing agency delivering results for many of Florida’s top law and accounting firms. By utilizing a systematic approach to bridge new and traditional media, our clients have an edge in rising above Florida’s highly competitive professional services market.

For more than 30 years, clients have turned to BoardroomPR for creative solutions to increase visibility, establish credibility and ultimately make their phones ring. Our highly experienced team of former journalists, multimedia and web marketing specialists, and senior marketers have more than 150 years of combined experience counseling attorneys, accountants, and their firms. Services include media relations, press conferences, media training and crisis management, social media, website marketing, video production and new business development training.

Whether you are a specialized boutique, a statewide firm or a Florida office of an out-of-state firm, we can help bring you to the next level. BoardroomPR has the experience and know-how to get the job done.



Bospar

Locations in San Francisco, LA, Orange County, Chicago and the Washington, D.C. area.
415/913-7528
success@bospar.com
@BosparPR

Bospar’s team of professionals are where you need them: San Francisco, Los Angeles, New York, Chicago, Washington, D.C., and San Diego.

Chris Boehlke, Curtis Sparrer, Tom Carpenter, Principals
Tricia Heinrich, Chief Content Officer

Hey—can we talk to you for a second? Yeah—you—the person reading these descriptions.

Is it us or does this copy all seem the same? We bet nearly every agency description says “we’re award winning” and “tech blah, blah, blah” and you’re left wondering: who do I pick?

Here’s our advice: pick an agency that is the right size to care about you passionately with the right team to get it done.

We of course think that’s us!  Bospar was named PRWeek’s Outstanding Boutique agency for the second year in a row, because we offer the best of big and small.

Like a big agency, Bospar has seasoned professionals across the country, based in San Francisco, Los Angeles, Chicago, Houston, Orange County, San Diego, New York, and Washington, D.C. Its content department provides blog posts, case studies, ghost-written articles, messaging, positioning, press releases, social media content, website copy, infographics, research projects and videos.

But like a boutique, you will get attention from the most senior staff and a team of people who have worked together for years.

Bospar’s staff includes journalists who know how to reverse-engineer media coverage from a client’s needs and provide intensive media training with an insider’s perspective. Bospar supports its media efforts with analyst and influencer relations, customer and third-party relations, case histories and speaking and awards programs. The agency’s specialty is driving coverage from the likes of ABC to the Wall Street Journal.



Edelman

250 Hudson St., 16th Floor
New York, NY 10013
212/768-0550
Fax: 212/704-0117
www.edelman.com

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead and act with certainty, earning the trust of their stakeholders. Our honors include the Cannes Lions Grand Prix for PR; Advertising Age’s 2019 A-List; the Holmes Report’s 2018 Global Digital Agency of the Year; and, five times, Glassdoor’s Best Places to Work. Since our founding in 1952, we have remained an independent, family-run business. Edelman owns specialty companies Edelman Intelligence (research) and United Entertainment Group (entertainment, sports, lifestyle).



Feintuch Communications

245 Park Ave., 39th Fl.
New York, NY 10167
212/808-4900
henry@feintuchpr.com
www.feintuchcommunications.com
www.PRWorldAlliance.com

Henry Feintuch, President, Feintuch Communications and CFO, PR World Alliance

Henry Feintuch, President
Richard Anderson, Senior Managing Director
Doug Wright, Senior Account Director

Seeking external support for your professional services organization?

Feintuch Communications, an award-winning PR firm, has extensive experience in working with professional services organizations. Market segments we’ve supported include law firms, accounting firms, real estate developers, market research, advertising, branding, digital media and media buying companies.

We collaborate with our clients to help differentiate and position them; and then package the core essence of their offerings and what makes them a standout in their field. Then, we develop a strategy and smart marketing/PR campaign to help build their brand, burnish their thought leadership and generate leads/revenue. Tactics typically include strategic media relations (business, financial, trade), speaking platforms, special events, social media, association marketing and awards/honors programs.

Need support overseas? Our firm is an active and founding member of PR World Alliance (PRWA), an international alliance of premier independent communications consultancies. Clients can leverage our network to implement projects throughout Europe, Asia, Africa and Latin America. Our principal is CFO of PRWA and a past president of PRSA-NY.



FTI Consulting Strategic Communications

88 Pine Street, 32nd Floor
New York, NY 10005
212/850-5600
www.fticommunications.com
 
Mark McCall, Global Segment Leader

C-suites, boards of directors, and business leaders from around the world come to FTI Strategic Communications with their most complex, business-critical issues that require diverse skill sets and integrated disciplines. As part of a global business advisory firm, we help these organizations manage change, mitigate risk and enhance their market position by combining decades of deep subject matter expertise with functional and disciplinary experience.

Our financial communications professionals serve as trusted advisors to management teams on a range of capital markets events as well as other stakeholder issues throughout the corporate life-cycle. We help clients navigate their most pressing challenges and opportunities around M&A, IPOs, restructuring, capital raising, corporate governance, ESG strategy, proxy fights, and shareholder activism. Our integrated capabilities in financial communications, corporate reputation and public affairs help clients protect and drive business value.



Hope-Beckham Inc.

1900 Century Place, Suite 250
Atlanta, GA 30345
404/604-2600
info@hopebeckham.com
www.hopebeckham.com

Hope-Beckham Chairman & Co-Founder Paul Beckham (left) and President & Co-Founder Bob Hope.

Bob Hope, President & Co-Founder, bhope@hopebeckham.com
Paul Beckham, Chairman & Co-Founder, pbeckham@hopebeckham.com

Hope-Beckham Inc. (HBI) is an independently owned public relations firm based in Atlanta, Georgia. Formed in 1994 by Paul Beckham and Bob Hope, the agency has positioned itself as one of the top independent public relations firms in the country. The firm has won many awards and honors, including top independent PR agency in nine categories; Professional Services, Environmental, Beauty & Fashion, Healthcare, Food & Beverage, Financial, Sports & Entertainment, and Technology.

HBI is an agency driven by a culture of insights, ideas and relationships. We help brands tell their stories on local, regional and national levels and make meaningful connections with customers, employees and industries.



ICR

685 Third Ave., 2nd Flr.
New York, NY 10017
646/277-1200
www.icrinc.com

Phil Denning, Partner, ICR (Phil.Denning@icrinc.com)

ICR’s professional and business services team brings several decades of experience working with large and midsized accounting firms, top business advisors and management consultancies, global law firms, talent and executive search firms and other critical services organizations. Our innovative campaigns for service organizations have earned the most prestigious industry awards. As one of the largest independent corporate communications agencies in North America, we can create teams with the exact experience and skills needed to achieve your business objectives, raise your profile and address the most challenging assignments.

We design thought leadership programs that engage top influencers, including top-tier media, and feature our clients’ insights and solutions in traditional and digital channels. Starting with a proprietary immersion process, we create a road map with a best-in-class integrated program involving positioning, messaging, media relations, executive visibility, content, social media, marketing, digital communications, measurement and more.



Joele Frank, Wilkinson Brimmer Katcher

622 Third Avenue, 36th Floor
New York, NY 10017
212/355-4449
www.joelefrank.com

One California Street, Suite 2275
San Francisco, CA 94111
415/869-3950

Joele Frank, Managing Partner
Matthew Sherman, President

Joele Frank provides effective and disciplined communications counsel and support to help our clients take control in advancing their business and strategic objectives. 

Our clients range from large, global public companies to smaller, private enterprises across virtually all industries. Our professionals have been recognized by our peers, the financial community and journalists for their quality work, strategic acumen and creative approach to challenging issues.  

The firm’s practice areas include investor relations, corporate communications and media relations, restructuring and bankruptcy, crisis communications and special situations,  transaction and integration/change management communications, shareholder activism, ESG, litigation support, private equity, and design and digital.

Joele Frank consistently ranks among the top PR firms in announced restructurings, M&A transactions, and defense against activist investors.



Peppercomm

470 Park Ave. South, 5th flr. North
New York, NY 10016
212/931-6100
contact@peppercomm.com
www.peppercomm.com

Steve Cody, CEO & Founder
Ann Barlow, Partner & President, West Coast
Jacqueline Kolek, Partner & General Manager, New York Office
Maggie O’Neill, Partner & Chief Client Officer
Tara Lilien, Chief Talent Officer

Peppercomm is an award-winning strategic, integrated communications and marketing agency headquartered in New York City with offices in San Francisco and London. The firm combines 25 award-winning years of expertise serving blue chip and breakout clients with forward-thinking new service offerings and the freshness of a start-up. This unique mix of experience and energy attracts and empowers teams with a creative edge, drive and a passion for promoting, protecting and connecting clients in a fast-changing marketplace.

Corporate purpose has become the buzzword of the year with many brands taking a stand on societal issues to drive marketing programs. Peppercomm’s StandSmart is a purpose stress test that evaluates brands’ business practices to ensure credibility and authenticity to stand behind their corporate purpose. Peppercomm’s Employee Engagement helps Chief Human Resource Officers develop insight-led communications programs to attract and retain talent, ensure employees are informed and engaged, and create workplaces with genuine two-way dialogue.

Visit www.peppercomm.com or find us @Peppercomm.



RF|Binder

950 3rd Ave., Floor 7
New York, NY 10022
212/994-7600
www.rfbinder.com

Amy Binder, CEO

RF|Binder is a fully integrated communications agency that has worked with some of the most recognized brands across the spectrum of professional services organizations. We increase their brand awareness, support and protect their reputation and seek to firmly establish our clients as leaders in their respective industries. Our team works closely with the firm’s digital and analytics practice to develop and execute measurable programs that achieve transformative results. We help organizations with all layers of their communication programming, from narratives and messaging, media relations, executive positioning, thought leadership, and corporate social impact programming, to implementing B2B/B2C communications initiatives, including social and digital media programming, content campaigns, branding and design, influencer relations, and more. Our team has deep expertise in designing programs that align compelling content and communications strategies to support our client’s business objectives.



Ripp Media

1776 Broadway, Suite 901
New York, NY 10019
646-285-1779
aripp@rippmedia.com

Allan Ripp, Principal
John Garger, Joshua Spivak, Ivan Alexander, James Bourne, Joshua Karlen, Senior Directors

Left-to-right: James Bourne, Ivan Alexander, Allan Ripp, Roksana Slavinsky and John Garger of Ripp Media.

In continuous practice since 1986, with a roster of marquee clients and high-profile assignments, Ripp Media is an editorial-driven boutique agency with a sophisticated practice. Having represented hedge funds, institutional investors, leading hospitality brands, publisher and real estate developers, we have a particular longtime focus on legal affairs, working with many of the country’s leading law firms.

In June 2020, Ripp Media was named one of only three US firms to receive a Band 1 designation among litigation PR practices nationally ranked by the prestigious Chambers Directory. Principal Allan Ripp was one of only three individual advisers given Chambers’ Band 1 standing. Allan also was named to Lawdragon’s list of the country’s Top 100 legal consultants and strategists for the past three years running.

We regularly handle big-ticket litigation and deal matters, along with crisis assignments and extensive thought leadership content, and have worked on numerous law firm mergers and significant lateral acquisitions. Our work spans major projects in M&A, privacy-cybersecurity, life sciences, government affairs, Supreme Court cases, criminal trials, intellectual property, real estate, media-entertainment, national security, labor-employment, white-collar, capital markets and other areas. We excel at maximizing press coverage for our clients’ most important matters.

Our team includes former lawyers and journalists; our writing credits include bylines in the Wall Street Journal, Forbes, CNN, New York Times, Time, Newsweek, Law.com, MarketWatch, CNBC, NBC News, Reuters, Street.com and other key outlets. Ripp is a premier destination for top-flight content creation and media placement among law firms and other professional service providers.



Sitrick and Company

800/288-8809
www.sitrick.com
Los Angeles: 310/788-2850
New York: 212/573-6100
San Francisco: 415/999-9634
Denver: 720/904-8560
Washington, D.C.: 443/977-7215
Boston: 617/897-0326

Michael S. Sitrick, Chairman and CEO

Less important than what you say about yourself is what others say about you.

• The New York Times: “The City’s Most Prominent Crisis-Management Firm.”

• Forbes: “The crew from the television magazine is banging on your door.  You can have the security guard throw them out and know they’ll trash you.  Or you can sit down with them and figure that out of the hour you give them, they’ll use only 40 seconds on air.  And those 40 seconds will make you look very guilty. Better solution, call Mike Sitrick.” 

• BusinessWeek: That’s unbelievable. This is the heavy artillery.”  Quote is from the CEO of one of the largest PR firms in the world, after learning we were brought in on the other side of a contentious matter in which his firm was involved.

Since our firm’s founding 31 years ago, we have been consistently ranked among the top crisis and strategic communications firm in the nation. 

The majority of the firm’s senior executives are former editors and reporters from news organizations that include the Wall Street Journal, the New York Times, Bloomberg, Los Angeles Times, Forbes, CBS News, and NBC News. We also have former practicing attorneys and business executives.

Matters with which we have been involved include litigation support of all kinds; intellectual property matters, allegations of stock manipulation, wrongful termination, contract disputes, allegations of fraud and fraudulent inducement, wrongful death claims, allegations of illegal drug use, SEC matters, and a variety of other white-collar crimes.  We have also handled criminal and civil cases against companies and their executives for such things as price fixing, insurance fraud, options backdating, antitrust violations, race and sex discrimination, sexual harassment, racism and #MeToo matters.  We have a significant data breach, mergers and acquisitions and corporate governance practice and have done extensive work combatting short sellers.  Other issues include sensitive environmental matters, racketeering cases, family disputes, and high-profile divorces, reputation management and reputational positioning.  We have also been involved in helping to launch such firms as Oaktree Capital.

Offices are in Los Angeles, San Francisco, New York, Boston and Washington, D.C., though we have handled cases all over the world.

For additional information including clients for whom our work was public and additional media comments about our firm see: www.sitrick.com.



Water & Wall

19 West 21st Street, Suite 1202
New York, NY 10010
212/625-2363
www.waterandwall.com

Andrew Healy, Partner
Matt Kirdahy, Partner
Scott Sunshine, Partner

Water & Wall is an award-winning communications and marketing agency specializing in earned media, content strategy/development, branding, design, and crisis communications.

Our team helps build and maintain the reputations of financial and professional services brands and we’ve worked with the most well-known names in the business. Our financial industry experience includes retail/institutional asset managers, hedge funds, private equity funds, VC firms, ETF providers, wealth managers, fintech companies, investment consultants and more. Our professional services experience extends to law and accounting firms, management and regulatory change consultants, executive compensation specialists and real estate companies.

We’re as careful at selecting our clients as they are at selecting us, and if we work together, you’ll have our undivided attention, out-of-the-box thinking and, perhaps most importantly, our unwavering commitment to your success.

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