You want to get and keep

clients and investors.

We want to help.

Parson’s Hill Group will help you put your best foot forward — through the story you tell, the image you project, and the way you present your ideas to consultants, prospects, and clients.

How CAN WE help you?

what we do

We work with all types of investment
organizations — big and small, institutional and
retail, traditional and alternative — to meet their
specific marketing needs.

PHG offers a flexible range of marketing services for clients within the financial services industry. We advise on the optimal suite of marketing materials for your firm, and prioritize working within your resources. We create distinct and compelling brand identities for start-ups and work within existing guidelines for established firms. We provide effective presentation coaching programs, efficient project management, and skillful facilitation between sales professionals, portfolio managers, and senior management. And we create sales, marketing, and client service materials that inform clients, attract prospects and win business.

Please roll over the circles to learn more.

From creating a name and logo for
a start-up to implementing a multi-national
rebranding strategy, we can help you
project a professional and consistent image.

  • Determining your value proposition
  • Clarifying your competitive advantages
  • Sharpening your key messages
  • Creating your brand identity
  • Advising on the optimal set of materials for your firm

Competitive advantages. Client benefits.
Key message. We’ll help you create sales
materials that focus on what matters most.

  • Designing your website
  • Creating your sales and marketing collateral
  • Drafting your press kit

Having sat on both sides of the table, we know
what it takes to make your story resonate with
your audience.

  • Refining your story
  • Targeting your pitch
  • Coaching your speakers

Our experience working with corporate treasurers,
legal counsel, auditors, and compliance professionals
gives us the broad perspective required to work
successfully in a cross-functional environment.

  • Drafting your white papers
  • Developing your conference presentations
  • Designing your educational materials

Not sure where the story is? We can help you sift through
data, find patterns, and communicate results clearly.

  • Designing your newsletters
  • Writing your commentary
  • Presenting your data

Ready for more? We’ll help you build on your most
important relationships—with your clients.

  • Preparing cross-strategy scenarios
  • Drafting multi-product performance reviews
  • Coaching your client service professionals

Project Management

We’ll handle the administration so you can focus on
where you add the most value.

  • Coordinating with internal and external partners
  • Managing work streams
  • Driving progress

Meeting/offsite
facilitation

As objective facilitators, we can turn frustrating go-rounds into meaningful discussions.

  • Integrating diverse viewpoints
  • Working toward consensus
  • Securing next steps

From creating a name and logo for
a start-up to implementing a multi-national
rebranding strategy, we can help you
project a professional and consistent image.

  • Determining your value proposition
  • Clarifying your competitive advantages
  • Sharpening your key messages
  • Creating your brand identity
  • Advising on the optimal set of materials for your firm

Competitive advantages. Client benefits.
Key message. We’ll help you create sales
materials that focus on what matters most.

  • Designing your website
  • Creating your sales and marketing collateral
  • Drafting your press kit

Having sat on both sides of the table, we know
what it takes to make your story resonate with
your audience.

  • Refining your story
  • Targeting your pitch
  • Coaching your speakers

Our experience working with corporate treasurers,
legal counsel, auditors, and compliance professionals
gives us the broad perspective required to work
successfully in a cross-functional environment.

  • Drafting your white papers
  • Developing your conference presentations
  • Designing your educational materials

From creating a name and logo for
a start-up to implementing a multi-national
rebranding strategy, we can help you
project a professional and consistent image.

  • Determining your value proposition
  • Clarifying your competitive advantages
  • Sharpening your key messages
  • Creating your brand identity
  • Advising on the optimal set of materials for your firm

Competitive advantages. Client benefits.
Key message. We’ll help you create sales
materials that focus on what matters most.

  • Designing your website
  • Creating your sales and marketing collateral
  • Drafting your press kit

Having sat on both sides of the table, we know
what it takes to make your story resonate with
your audience.

  • Refining your story
  • Targeting your pitch
  • Coaching your speakers

Our experience working with corporate treasurers,
legal counsel, auditors, and compliance professionals
gives us the broad perspective required to work
successfully in a cross-functional environment.

  • Drafting your white papers
  • Developing your conference presentations
  • Designing your educational materials

Not sure where the story is? We can help you sift through
data, find patterns, and communicate results clearly.

  • Designing your newsletters
  • Writing your commentary
  • Presenting your data

Ready for more? We’ll help you build on your most
important relationships—with your clients.

  • Preparing cross-strategy scenarios
  • Drafting multi-product performance reviews
  • Coaching your client service professionals

Project Management

We’ll handle the administration so you can focus on
where you add the most value.

  • Coordinating with internal and external partners
  • Managing work streams
  • Driving progress

Meeting/offsite
facilitation

As objective facilitators, we can turn frustrating go-rounds into meaningful discussions.

  • Integrating diverse viewpoints
  • Working toward consensus
  • Securing next steps

WHO WE ARE

We’ve sat in the chair.
We know what needs to be done, and how to do it.

PHG brings a unique combination of practical, real-world marketing experience and highly analytical, quantitative expertise, allowing us to work well with a broad range of personalities, dive deep into technical strategies, and support virtually any marketing function. And we’ve been doing this for decades, so we’re comfortable jumping in to help wherever and whenever you need us.

Overview

Steven Galloway, CFA, CAIA is a Partner at Parson’s Hill Group. He specializes in positioning sophisticated investment strategies, drafting technical white papers, and conducting quantitative analysis to identify competitive advantages. With an international business background, extensive M&A experience, and a Master Black Belt in Six Sigma (a process focused on problem solving through critical thinking and applied statistics), Steve also manages special projects for clients, both within and outside of the investment management industry.

Steve’s diverse and highly quantitative background spans business administration, international M&A, and operations. Over the last 20 years, Steve has helped corporations achieve their financial goals by evaluating the impact of financing and restructuring strategies, implementing cost-effective transactions, and developing processes to improve administrative and manufacturing operations. Today, he concentrates his efforts on enhancing PHG’s offerings with a corporate finance perspective and a robust, data-driven approach.

Experience

Prior to PHG, Steve served as a Director at Thermo Fisher Scientific, Inc., a Fortune 500 company, where he oversaw tax reporting for investor and governmental filings and developed financial models to evaluate the impact of corporate restructuring strategies. Steve’s experience also includes four years at PricewaterhouseCoopers LLP, where he developed and reported international restructurings for his corporate clients. Prior to PwC, Steve was a project manager at Xerox Corporation, where he developed new products and created financial models to evaluate capital allocation and product investment decisions.

Personal

Steve is both a CFA® and a CAIA® charterholder and holds three advanced degrees. He received his Master of Business Administration in accounting, finance, and information systems from the University of Rochester. Steve also holds a Master of Tax degree from the Northeastern University Graduate School of Business Administration and a Master of Science in materials science from the University of Rochester.  He also holds a Certificate in ESG Investing from the CFA Society United Kingdom.

Steve graduated Cum Laude from Bucknell University with a BS/BA in chemical engineering and philosophy and was inducted into both the Phi Beta Kappa Society for liberal arts and the Tau Beta Pi Society for honors in engineering. A dedicated triathlete, Steve is a six-time IRONMAN® Finisher (2.4 mile swim, 112 mile bike, and 26.2 mile run), a five-time marathon finisher, and a Masters Swimming medal winner at the Massachusetts Bay State Games.

Overview

Rose Galloway, CFA, CAIA, CSRIC is a Partner at Parson’s Hill Group. Rose has served in many different marketing roles over a two-decade period — from RFP writer in a single-strategy boutique to Director of Marketing for a multinational conglomerate. Today, she delivers practical solutions to the challenges that marketing professionals face. Rose’s particular areas of expertise include developing branding programs that help organizations create consistent, compelling corporate identities; new business presentations that emphasize competitive advantages and client benefits; and presentation coaching that prepares sales professionals, analysts, and portfolio managers to deliver effective and engaging presentations.

Experience

Prior to forming PHG in 2008, Rose was Director of Marketing for Old Mutual Asset Management, the U.S. asset management group of Old Mutual plc, a Global Fortune 500, FTSE 100-listed financial services company. At Old Mutual, she was responsible for promoting the brand through corporate brand identity, advertising, public relations, and corporate events, and working extensively with Old Mutual’s 20 investment management affiliates in support of their individual marketing, sales, and client services goals.

Rose has served in a number of additional marketing capacities within the industry. These include Senior Vice President/Manager of Defined Contribution Marketing at Putnam Investments, Vice President/Director of Institutional Marketing for Deutsche Asset Management, and Director of Investment Communications at Cadence Capital Management. Rose began her career as a Portfolio Analyst at investment consulting firm Jeffrey Slocum & Associates, where she conducted manager research, prepared materials for finalist presentations, reported on managers’ quarterly performance, and led 401(k)-participant training programs for the firm’s defined contribution clients.

Personal

Rose is a Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered SRI Counselor.  She is a member of the CFA® Society of South Carolina and a member of the CAIA® Boston Chapter. Rose graduated Magna Cum Laude with a BA in English from Williams College, where she was inducted into the Phi Beta Kappa Society. A former competitive amateur ballroom dancer, Rose won several awards in events across the U.S. and Puerto Rico before turning her energies toward triathlons, completing a full-distance IRONMAN® (2.4 mile swim, 112 mile bike, and 26.2 mile run) in 2010.

Our advantages

We have a unique combination of skills
that allows us to work on a wide range of
projects with a wide range of people.

Please roll over the options to learn more.

We get how marketing works in the investment management business. We provide solutions you can actually implement in your organization, given your budget and internal resources.

Our experience with a range of marketing services — content, design, delivery — enables us to adjust to what you need, when you need it. And if you need expertise that we don’t have, we’ll partner with specialists in product development, market research, or technology to ensure seamless delivery of the final product to you.

  • Industry-specific marketing experience? Check.
  • Analytical expertise? Check.
  • CFA, CAIA, and ESG credentials? Check.

PHG has a unique combination of skills that allows us to work on a wide range of projects with a wide range of people.

We get how marketing works in the investment management business. We provide solutions you can actually implement in your organization, given your budget and internal resources.

We get how marketing works in the investment management business. We provide solutions you can actually implement in your organization, given your budget and internal resources.

Our experience with a range of marketing services — content, design, delivery — enables us to adjust to what you need, when you need it. And if you need expertise that we don’t have, we’ll partner with specialists in product development, market research, or technology to ensure seamless delivery of the final product to you.

  • Industry-specific marketing experience? Check.
  • Analytical expertise? Check.
  • CFA, CAIA, and ESG credentials? Check.

PHG has a unique combination of skills that allows us to work on a wide range of projects with a wide range of people.

We get how marketing works in the investment management business. We provide solutions you can actually implement in your organization, given your budget and internal resources.

Our experience with a range of marketing services — content, design, delivery — enables us to adjust to what you need, when you need it. And if you need expertise that we don’t have, we’ll partner with specialists in product development, market research, or technology to ensure seamless delivery of the final product to you.

  • Industry-specific marketing experience? Check.
  • Analytical expertise? Check.
  • CFA, CAIA, and ESG credentials? Check.

PHG has a unique combination of skills that allows us to work on a wide range of projects with a wide range of people.

TESTIMONIALS

 We’ve worked with hundreds of portfolio
managers, sales professionals, and marketing
specialists over the last 20 years. We’ll help you highlight the best in your firm.

That was fantastic — we formulated a concise, easily understood description of our investment process that makes the most of each person’s skills and experience. Everyone here is delighted.


Steve Thornborrow

Portfolio Manager
Ashfield Capital Partners

It is a rare person who possesses the investment knowledge, creativity, and people skills to pull off all that you did for our firm.


Steve Lauck

CEO
Ashfield Capital Partners

You have a great way of getting to the root of the issue and helping us to solve it. Everyone came away feeling that they learned something.


Richard Tomney

Deputy Chief Investment Officer
Liberty Ridge Capital

You have a knack for uncovering the gems within our own firm that we often overlook.


Tom Thomson

Director of Research
Thompson, Siegel & Walmsley

The results speak for themselves. In less than one week, we won a $70 million account applying your coaching and savvy.


John Reifsnider

Director of Institutional Marketing
Thompson, Siegel & Walmsley

Your training and guidance has made a significant difference in my ability to speak to large and sophisticated audiences. I now no longer shy away from public speaking engagements but actively seek them out. Your expertise has been invaluable.


Lou Chrostowski

Principal
Bresnahan Chrostowski & Associates

You really helped us to hone and clarify our message, particularly how we create advantage as a new firm.


Sam Baker

Principal and Founder
Mera Capital

On behalf of all of us at Lincluden, we would like to thank you and your team for the terrific effort and result in creating a new brand for our firm. We have had extremely positive results.


Phil Evans

CEO
Lincluden Investment Management

Your calm demeanor and professional yet probing approach during our sessions was instrumental to the process. It is a highly skilled individual who can collect a disparate group of Type-A personalities and forge a unified and clear message that can be articulated by all of them.


Jerome Heppelmann

CEO
Liberty Ridge Capital

As investment management professionals, we are always wary (and sometimes loath) to bring in outside services to something we consider so personal. All of our fears and concerns regarding the process were proven to be misplaced as you quite adeptly shepherded us to our final goal.


Jerome Heppelmann

CEO
Liberty Ridge Capital

I’ve not encountered anyone in your profession with the same combination of presentation skills, knowledge of our business, ability to teach and personality that you have. From training analysts to present their investment ideas, to coaching portfolio managers, to preparing marketing professionals to close the sale in finals presentations, you have done it all for us — and what a joy to work with!


Tom Thomson

Director of Research
Thompson, Siegel & Walmsley

contact us

 Our clients include established firms seeking a fresh perspective, multinationals requiring help with special projects, and start-ups that just need that first set of materials to hit the road.

Get in touch

Give us a call and let us know what you need. We’re here to help.

Rose Galloway, CFA, CAIA, CSRIC

857.222.0496
rose.galloway@parsonshillgroup.com

Steven Galloway, CFA, CAIA

857.383.9878
steven.galloway@parsonshillgroup.com

 

Corporate mailing address

Parson’s Hill Group LLC
1805 W. Canning Drive
Mount Pleasant, SC  29466

Send us a message