PRESENTED TO

Client

Leibowitz
Branding & Design
Overview

WE HAVE

34 Years of Experience

We partner with institutions and companies across financial services, media, higher ed and healthcare.

We are

A Team of 11

Large enough to handle any project,  yet small enough to always involve senior staff.
Our team includes designers, strategists, copywriters, animators, developers & account managers.

Paul Leibowitz

President

Teresa Byrne

Vice President

CLIENT SERVICES

Kelly Orosz

Senior Account Manager

STRATEGY / CONTENT

Ally Jago

Content / Copywriting

OPERATIONS

John Staton

Operations Manager

DESIGN

Ivan Caro-Hernandez

Creative Director

Mari Al-Midhadi

Visual / Digital Designer

Yinan Chen

Visual / Digital Designer

Maddie Coyte

Visual Designer

DEVELOPMENT

Olena Radiuk

Developer

Jon-Michael Cubano

Developer

We understand

Marketing and Communications

And, we have been fortunate to work with many financial companies, from start-ups to established institutions.

We understand

Importance of Service

ABS Global Investments 2020 - Present
Americana Partners 2018 - Present
Arbor Realty Group 2022 - Present
Athena Art Finance 2015 - 2020
Brightwood Capital Advisors 2015 - 2019
Calamos Wealth Management 2017 - 2022
Centerstone Investors 2015 - Present
Cavanal Hill 2014 - Present
Dividend Assets Capital 2020 - Present
Dynamic Alpha Group 2023 - Present
Dynasty Financial Partners 2017 - Present
Drive Wealth 2022 - 2024
Eagle Capital Management 2022 - Present
Edgewood Management 2011 - Present
Hamlin Capital Management 2013 - Present
Jackson Square Partners 2022 - 2025
Janus Henderson Investors 2022 - Present
J O Hambro 2022 - 2024
Lexington Partners 2023 - Present
Long Term Stock Exchange 2022 - Present
Lord Abbett 2003 - 2009
The Needham Group 2015 - Present
Neo Alternatives 2018 - 2022
New York Life 2017 - Present
Paloma Partners 2011 - Present
Paragon Data Labs 2020 - 2023
Prudential 2007 - 2017
The Royce Funds 1997 - 2016
Saturna Capital 2023 - Present
Summit Financial 2021 - Present
Thornburg Investment Management 2017 - 2020
TIAA 2001 - 2020
Tweedy, Browne 2006 - Present
Ultimus Fund Solutions 2018 - Present
VistaShares ETFs 2024 - Present
Wasatch Global Investors 2017 - Present

We will immerse ourselves in your brand and understand your audiences.

We create experiences that enable audiences to make educated decisions to invest with your company.

We work with our clients to create messaging and communications that help build trusted relationships.

We think, write and design

We create core messaging strategy, content and design that informs your audience and drives them to act.

OUR PROCESS IS

Simple and results oriented.

We follow a multi-faceted workflow that brings out the best in our team and in your organization.

Research and Discovery

The goal is for us to become experts in your organization’s existing situation. Just like you. The best messaging strategy begins with an unambiguous vision of your company: what it stands for, what it stands against, and what it can give its audiences.

Strategy

The specific challenges discovered in the Research phase need specific solutions. This is where we create the roadmap for our work together, complete with objectives and methods for reaching them.

Content & Design

A company’s spirit is intangible, but we translate it into branding that has the power to connect with audiences. Our work hones a unified editorial and visual tone of voice so all of your collateral, no matter the format, is true to you and targeted to your goals.

Implementation

This is where brand transforms into materials your audience can connect to. We make sure the particularities for any given medium, any given channel, don’t get in the way of delivering your message. This is crucial work and it takes a keen eye and deft hand.

Evolution

We know your work never stops, and neither does ours. Whether it’s evaluating and refining your brand, performing website updates, or expanding your campaign, we’ll be by your side to support you as you evolve.