Financial Profiles, Inc.

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Financial Profiles, Inc.

Financial Profiles, Inc.

11601 Wilshire Blvd., #1920, Los Angeles, CA 90025


Investor relations, public relations, media relations, IPO preparation, M&A communication, corporate positioning and messaging, media training, and crisis communications.

Sectors include asset managers, sell-side firms, banks, specialty finance, REITs, real estate, homebuilders, consumer, services, industrials, entertainment, energy, technology, fintech and clean tech.

Founded: 2007

Agency Statement:

Financial Profiles is a financial communications firm that creates value through effective communications. We partner with public and private companies and professional services firms (asset/wealth managers, law firms, consulting firms and trade associations) to provide strategic counsel, 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 our track record of success in leveraging best-in-class communications to help our clients distinguish themselves, enhance credibility, and build Wall Street and media support.


11601 Wilshire Blvd., #1920 Los Angeles, CA 90025
Moira Conlon, pres.

875 N. Michigan Ave., #3100, Chicago, IL 60611
Donni Case, mng. dir.

2225 East Bayshore Rd., #106, Palo Alto, CA 94303
Tricia Ross, sr. VP

950 Third Ave., 8th flr., New York, NY 10022
Matthew Keating, sr. VP

Clients Include:

Aristotle Capital Management
Bank of Marin
Black Hills Corp.
BlackRock Capital Investment Corp.
BlackRock TCP Capital Corp.
Byline Bancorp
Calavo Growers
Columbia Banking System, Inc.
CURO Group Holdings
Duluth Holdings
First Internet Bancorp
First Western Financial
Green Thumb Industries
Heartland Bank and Trust Company
Hightree Advisors
Hope Bancorp, Inc.
General Finance Corp.
Midland States Bancorp
National Assn. of Corporate Directors
National Assn. of Theater Owners
Oaktree Capital Group
Pacific Mercantile Bancorp
Pacific Premier Bancorp
Resources Global Professionals
STORE Capital
Two Harbors Investment Corp.
Tula Technology
UBS Global Wealth Management
Victory Capital Management
Western Asset Mortgage Capital Corp.

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