Finance Elite Awards 2019
The Packages
The Editor’s Choice Package £2995/$3860 •
•
• •
•
•
•
Finance Elite Awards 2018
Main front cover image & headline – Be the focus point of this year’s awards with the most viewed aspect of this year’s annual celebratory magazine Four pages of editorial - 3,000 Words (Approx.) – To be included in the front end of this year’s annual celebratory magazine 4 crystal trophies – We do have a stylish slate trophy available depending on your preference Personalised digital logo – Created perfectly for email signatures, social media and more Containing your firm’s name and award title Bespoke digital certificate - Ideal for sharing news of your award and serves as a great form of certificate for your award this year. 8 Page Ebrochure – A digital brochure containing your editorial 100% dedicated to you including your front and back pages perfect for sharing with new clients. Personalised press release – A customised press release containing information on why your company was awarded.
LE180045
Planning For The Future
In This Issue: Best Business Loan Provider 2018
Breakout Capital Finance
Best Fintech Solutions Provider - USA
Halcyon Financial Technology
Best Investment Management Firm 2018 - New England
F.L.Putnam Investment Management
Planning For The Future
Scott Cunningham Joins Gateway Architects’ Advisory Board
Finance Elite Awards 2019
Scott Cunningham Joins Gateway Architects’ Advisory Board
Washington Elder Law, PLLC provides a free Recently, we profiled the firm and Brian G. Isaacson as we discovered more about the award-winning services they provide.
Since their inception, law for an extraordinary 20 years. Washington Elder Law, Focusing on the areas of Elder Law, PLLC is formed of a Medicaid planning, Estate planning, caring and committed IRA planning, Tax planning, and team of professionals who strongly Stock Option planning, Brian holds believe in what they do. At a Masters of Law in Taxation, Brian Washington Elder Law, PLLC their technology. is a certified Attorney-CPA and overall goal is to safeguard their highly respected nationwide in the clients’ hard-earned wealth for their legal and tax community for his enjoyment of today, and that of their extensive and sophisticated work in loved ones after they have gone. tax litigation. Gateway Architects Cunningham joins the Gateway
announced today advisory board while currently Each member of the team at Looking the ahead to whatofthe future serving as managing architect addition Scott Washington Elder Law, PLLC are holds, both Brian and the team at and founder of Corpus Christi, Cunningham to its driven by the desire to educate Washington Law,aPLLC advisory board. Elder He joins team will Texas-based Platinum DQ and assist their clients in making of other continue to deliver their exceptionalConsulting, an elite group technology innovators the best planning decisions helpwho to mark and services businesswhich leaders are them of data quality professionals possible. As such, the team at out as the best possible option to with decades of experience pioneering Gateway’s flagship Washington Elder Law, PLLC offer product clients, but which have also led Meister 2.0, a disruptive specializing in SAP data complimentary workshops, making propriety them platform to success in US Business quality, enterprise information solution the planning process as simple andthat News’ Legal Elite Awards revolutionizes the way where management applications and transparent as possible. they were righteously awarded businesses access, utilize and the data quality best practices. accolade Fraud Cases – optimize SAPBest datafor capabilities. In addition to this, the team take the Washington. “I’m excited about working with time to truly get to know the clients a team of exceptional thinkers that they work with, understanding and leaders with a truly disruptive their needs and explaining any technology, the likes of which I complicated legal and financial haven’t seen in my more than principals. Only when the firm fully Contact: Brian Gary Isaacson 30 years in this industry,” said understand their clients’ concerns Company: Cunningham. “Having successfully Washington Elder Law, PLLC and goals for the future, knowing provided solutions to Fortune 500 Address: Mariner Plaza Building, companies for more than 18 years, the planning options they can use 114 – 2nd Avenue, Suite 103, on their behalf, creating a design I think Meister’s impact, combined plan that is rightfully suited for them. Edmonds, Washington, 98020, USA with its Day 2 ROI, makes it an Telephone: 001 206 448 1011 unrivaled SAP data solution.” Web Address: Spearheading the way, is Brian G. www.washingtonelderlaw.net Isaacson who has been practicing Cunningham brings with him more
6 US BUSINESS NEWS / Q4 2018
than three decades of experience in information technology with more than half of his time at SAP, becoming one of their elite Platinum consultants and holding multiple SAP certifications. Considered one of their most advanced data quality experts, he has experience in enterpriselevel data quality planning,
20 US BUSINESS NEWS / Q3 2018
CERTIFICATE This is to certify that:
development and deployment using a blend of SAP and leading industry best practices.
Company Name/Logo
“With Scott’s reputation as an industry innovator and opinion leader, joining forces with him is a fantastic opportunity,” said William Mays, Gateway Architects co-founder and chairman. “He’s spent his career solving complex data management, access and analytics issues for Fortune 500 companies both nationally and internationally. With the strong traction we’re getting in the U.S. and Middle Eastern markets, it is the perfect time to bring in his product development guidance and connectivity to large multinational end users and leading channel partners.” Meister is a ground-breaking, proprietary platform that unleashes the power of data in SAP, enabling transparency, accuracy, velocity and agility on a real-time basis at a fraction of the time and cost. Meister delivers data that is in real time, visible, extensible, streamlined, controlled and efficiently accessible via any device, anywhere, at any time – without sacrificing security.
Have Been Named:
US BUSINESS NEWS / Q4 2018 7
Award Title US BUSINESS NEWS / Q3 2018 21
DATE
Finance Elite Awards 2019 Company Name Award Title
Gold Package £1795/$2314 • •
Finance Elite Awards 2018
Supporting front cover image & headline Three pages of editorial/content – Can be a mixture of editorial and advert as per your requirements 3 crystal trophies Personalised digital logo Bespoke digital certificate
• • • FEA18006
In This Issue: Best Business Loan Provider 2018
Breakout Capital Finance
Best Fintech Solutions Provider - USA
Halcyon Financial Technology
Best Investment Management Firm 2018 - New England
F.L.Putnam Investment Management
Best Investment Management Firm 2018 - New England
Best Investment Management Firm 2018 - New England F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management and fee-only financial planning services to the company’s outstanding success. Established in 1983, F.L.Putnam serves individuals and families as well as nonprofit organizations such as endowments and foundations across the industry. Chris started off by stating how it feels to
have been named as the Best Investment Management Firm 2018 in New England, and what attributes he believes the firm possesses that have contributed to its achievements. “Here at F.L.Putnam, the whole team is extremely pleased to be
recognized for our achievements in a highly competitive industry. Across the company, the culture is collaborative and our ability to attract and retain highly qualified professionals is the firm’s greatest asset. “Delivering institutional quality investment management services in a boutique setting is our mission, and subsequently, employing the right people and developing our team culture is a key factor in our success.” Operating in the fast-moving finance sector, there are many measures the firm has undertaken to ensure that it is at the forefront of any emerging developments. Chris outlines the methods that have been successful for F.L.Putnam, asserting that adapting to the relevant technology trends has provided the firm with a platform to excel. “While we strive to keep current with all aspects of our constantly evolving industry, our continuous investment in technology stands apart in its importance in maintaining our competitive edge.”
CHRISTIAN D. McVEY | Senior Vice President | Marketing
10 US BUSINESS NEWS / 2018 Finance Elite Awards
With new advances and developments arising every day, Chris provided us with
insight into the American finance industry at present, explaining what challenges the firm has come up against, as well as the opportunities that have presented themselves. “Like most industries today, we are affected by the impact of technology. Forty years ago, consumers had to interact with financial services firms to get access to information. Today consumers do not lack access to information but, rather, suffer from an information overload, and our role today is more focused on helping folks cut through the clutter. Firms that do not keep up with technology or understand how it impacts consumers’ needs and wants will be left behind.” While adapting to the relevant aspects of technology has contributed to F.L.Putnam’s success, the firm is well placed to embrace other challenges as well. “Investors need advice in up markets and down markets. We run a tight ship with our own finances and are well positioned to maintain the delivery of a high level of client service in virtually any type of market.” A key aspect of F.L.Putnam’s success has been the team’s
rich experience, and it is the wealth of expertise amongst the firm that helps the company attract the best clients. Another big draw for new clients is the firm’s proprietary work in Sustainable Investing and ESG (environmental, social and governance) analysis. “Across the company, we have a particularly strong investment management team that has a great deal of industry experience and has been working together for many years. We are known for high levels of client service. We have a highly regarded practice in Sustainable Investing.” Overall, Chris and the rest of the team at F.L.Putnam are excited about what the future holds for the company, and there
is widespread optimism that if the firm continues on its current trajectory, it will become the established leader in the industry in the region. “Ultimately, as fiduciaries, we put our clients’ interests first. This has been and always will be the key to our success. As long as we maintain this focus we should be able to grow and prosper. As mentioned previously, we believe that maintaining our investment in technology will give us the flexibility we need to handle changes in consumer demands.”
Best Investment Management Firm 2018 - New England
Company: F.L.Putnam Investment Management Company Contact: Chris McVey | cmcvey@flputnam.com Address: 245 Commercial Street, Portland, ME 04101, USA | Phone: 001 207 518.5277
Website: www.flputnam.com
In addition to its corporate office in Portland, Maine, F.L.Putnam has offices in Massachusetts, Rhode Island and New Hampshire.
Finance Elite Awards 2019
US BUSINESS NEWS / 2018 Finance Elite Awards 11
CERTIFICATE This is to certify that:
Company Name/Logo Have Been Named:
Award Title
DATE
Finance Elite Awards 2019 Company Name Award Title
Silver Package £995/$1283 • • • • •
Finance Elite Awards 2018
Front cover logo Two pages of editorial - 1,800 Words (Approx.) A crystal trophy Personalised digital logo Bespoke digital certificate
FEA18002
In This Issue: Best Business Loan Provider 2018
Breakout Capital Finance
Best Fintech Solutions Provider - USA
Halcyon Financial Technology
Best Investment Management Firm 2018 - New England
F.L.Putnam Investment Management
Provider - USA HalcyonFT was formed in 2010 by industry veteran Rodric O’Connor to address a gap in the market serving small to mid-size financial services firms with best practice IT support. HalcyonFT’s team of experienced IT professionals brings decades of experience in the financial services industry and a proven history of working together at financial services firms in key IT roles. As HalcyonFT exclusively serves the financial industry, its team has a comprehensive understanding of the unique developments, as well as the trends, challenges, and high expectations of investment firms. Rodric is proud of the firm’s specialisation and explores how this has helped it to achieve the success it enjoys today.
“Here at HalcyonFT, we provide tailored Information Technology services for Private Equity, Hedge Funds, and investment management firms. We focus exclusively on this vertical. As a result of this specialisation, we have had the privilege of working with some of the leaders in the financial industry. In aggregate, our clients manage in excess of $170 billion of investments. The SEC and/or FINRA regulate all of our clients. We currently provide service in the major US domestic financial metropolitan areas with offices in San Francisco, New York and Newport Beach.” Despite starting in inauspicious
times for the financial industry, HalcyonFT has flourished thanks to its commitment to excellence and innovative approach, as Rodric highlights.
“Over the last eight years HalcyonFT has grown and been profitable, because we believe that if you deliver a high-quality service there will always be a market for it. In an economic downturn the type and justification of our projects changes. We help our clients reduce their costs by changing their technology infrastructure. Project ROI becomes more important in the decision-making process. The wonderful thing about technology is that it is always changing and providing ways to make our clients more efficient. It is our job to identify those opportunities and communicate them to our clients.” Operating in such a fast paced and tightly regulated industry, HalcyonFT has to work hard to remain at the forefront of emerging developments and ensure that it is continually adapting to meet the needs of its clients. Thanks to his experience in the industry, Rodric understands his clients’ needs in this turbulent market and is able to help guide them through the changes they are currently experiencing. He provides us with a fascinating overview of the current financial market and the challenges his clients are facing, whilst exploring how his firm is helping them to overcome them.
more and more important, as executive teams are starting to understand that it is of business level importance and not just something IT has to worry about. As such, we are starting to implement advanced security solutions, and help them start to think about cybersecurity from a granular and holistic level using frameworks such as NIST.
searching for new ways to support our clients and ensure their continued success.”
“Additionally, the European GDPR regulations are affecting several of our clients. The global nature of this vertical ensures that regulations in one region impact others. Another key challenge is Blockchain, as it is my belief that this will have a major impact on the industry and the applications and architectures that we build and support. The disintermediation of the traditional exchanges and the movement to direct contracts will have a major impact to our clients in the future. I am excited to see how this will play out and everyone at HalcyonFT will be constantly
“With regards to the future of HalcyonFT, I am keen to expand my business outside of our current US market, as I believe that the model and service level that we have provide is applicable to other global financial centers. Our service product focused on the ultra-high net worth family is growing strongly, and this has great potential in other US metropolitan areas. As such, moving forward our focus will be on expansion as we seek to build upon our current success and support an even wider range of clients with our award-winning offering.”
In his final comments on the future, Rodric is optimistic about the future success of HalcyonFT, as he believes its solutions will benefit an even wider range of clients over the coming years, as he is proud to conclude.
The Path to Innovative Technology HalcyonFT leverages decades of experience in technology needs of new and established firms.
Best Fintech Solutions Provider - USA - HALCYON Financial technology
Finance Elite Awards 2019
Company: Halcyon Financial Technology, L.P. Contact: Rodric O’Connor Address: 50 California Street, Suite 1500, San Francisco, CA 94111, USA Phone: 001 415 683 0740 Web Address: www.halcyonft.com
“Within the financial market currently, cybersecurity is getting
12 US BUSINESS NEWS / 2018 Finance Elite Awards
CERTIFICATE
US BUSINESS NEWS / 2018 Finance Elite Awards 13
This is to certify that:
Company Name/Logo Have Been Named:
Award Title
DATE
Finance Elite Awards 2019 Company Name Award Title
Bronze Package £595/$767 •
Half a page of editorial – 450 words (Approx.) A crystal trophy Personalised digital logo
NEWS
• •
cer. “When that’s th our professional rtnerships and ources, we have to drive positive, ge across the globe areas such as STEM veterans’ support.”
local and regional gagement activicorporate giving is ncreasing access to petitive STEM learnserved and underrepmmunities; improving rkforce skills; and military families and eing investments s unique local chalal to communities ompany operates.
will support a range s, including FUSE, es on science, engineering, arts arning programs for a K-12 students; Our Troops, which using and support injured, post-9/11 d their families; and ard, which works to health, development well-being of youth Louis.
will support several non-profits, includur Technical Training which encourages ed youth and young rsue aviation mainteers in India; The Air ich provides aviation hool scholarships for eterans in the United nd OISCA Internah assists with coastal ation efforts in the on of Japan.
David Kenny Named Nielsen CEO The Board of Directors of Nielsen Holdings plc (NYSE: NLSN) today announced that David Kenny will join the company as Chief 2018. David will also join Nielsen’s Board of Directors. David joins Nielsen from IBM, business. “The Board is delighted to announce David’s appointment,” said James Attwood, Executive Chairman of Nielsen. “His decades of experience in Big Data, artificial intelligence, cloud technologies, and media make him perfectly suited to lead Nielsen at this critical time. Having spent a substantial portion of his career working in the advertising world, he has a deep and holistic understanding of advertisers and how best to serve them, and he has a proven track record of implementing growth strategies, overseeing strategic transactions and creating value for stakeholders. His multi-disciplinary background and history of success make him a great fit for this position. The Board looks forward to David’s participation in the ongoing strategic review as we work to enhance shareholder value.” “Nielsen is uniquely placed at the intersection of marketing data and technology. In today’s era of fast moving, ever changing consumers and markets, it is this combination that drives businesses forward,” explained Kenny. “I’m thrilled to join this industry-leading company at this point in time, when so much is possible.” Most recently, Kenny served as Senior Vice President of Cognitive Solutions at IBM, where he led IBM’s AI platform and portfolio. He was also responsible for
developing IBM Watson and their cloud platform. Previously, Kenny was Chairman and Chief Executive of The Weather Company, joining IBM after their acquisition of The Weather Company’s Product and Technology Business. He previously was President of cloud service provider Akamai and served as Co-Managing Partner at Publicis’ VivaKi. He also co-founded and served as Chairman and CEO of digital marketing agency Digitas continuing to lead the company after overseeing its sale to Publicis Groupe. Prior to Digitas, he was a Partner at Bain & Company.
Finance Elite Awards 2019 Company Name Award Title
Kenny succeeds Mitch Barns who, as previously announced, is retiring from the company on December 31 after 22 years. The Board thanks him for his dedicated service and leadership. Kenny serves on the Board of Directors of Best Buy and Teach for America. He holds an MBA from Harvard Business School and a bachelor’s degree from the GM Institute (now Kettering University).
Free celebration Package
US BUSINESS NEWS / Q4 2018 5
•
Listing in our SEO Directory
•
Official Press release
Single Items
• Crystal trophies (each): £350/$451 • Personalised digital logo: £195/$251 • Bespoke digital certificate: £195/$251 • Slate trophy: £325/$420
Finance Elite Awards 2019
CERTIFICATE This is to certify that:
Company Name/Logo Have Been Named:
Award Title
DATE
Finance Elite Awards 2019 Company Name Award Title