Client Case Study – Campaign for Asset Management Startup

MACIAS PR launched a branding and publicity campaign for a family-owned asset management firm. At the time, the financial firm had no messaging in place, no marketing infrastructure and the company’s CEO had no experience dealing with the media. We had to build this brand from scratch while also building credibility around the founder.

Money management is a very crowded space with funds managing in the billions typically garnering all of the media coverage. As a startup fund, we had many obstacles to overcome with this media campaign. Despite the challenges, MACIAS PR secured media coverage for the client in the WSJ, FT, Barron’s, Yahoo Finance, US News, Kiplingers and more.

Our Media Strategy and Approach

Our team identified news angles and thought-provoking editorials that positioned the CEO as a Wall Street guru who wasn’t afraid to speak the truth. One of our larger media campaigns – Confessions from a Financial Advisor – told investors what they should look for when hiring a financial advisor. The story was covered by CNBC TV, CNBC online, Fox Business, Yahoo Finance, NBC Nightly Business Report and others.

Our strategy also integrated the news cycle into our campaign where we pitched our client as the expert on the timely topic. This approach led to multiple stories and segments with the WSJ, Barrons, International Business Times, Fox Business, Reuters and others. You can see these media stories on the following pages by clicking on this link to the case study.


Finance Monthly named MACIAS PR the 2017-2020 Strategic PR Firm of the Year, and PR Firm of the Year. This was the third year in a row that Finance Monthly recognized our firm. The founder – Mark Macias – is a former Executive Producer with NBC and Senior Producer with CBS in New York. He’s a PR contributor with Entrepreneur and Forbes, providing media analysis, insight and crisis advice. City & State Magazine named him a 2024 top Political PR Player in New York.