Banyan Partners

Establishing Leadership in a Crowded Market


  • 100+ media placements
  • Reoccurring media coverage on CNBC and in top industry trades
  • Placement on Barron’s top advisory lists
  • Winner of Private Asset Management “top client service” award

“Kellie and her team helped frame our media strategy through several acquisitions. They understand the wealth management space, have a strong network of media contacts and most importantly helped raise Banyan’s profile in the industry through positive and consistent media placements. It has been a pleasure to work with them.”

Sherri Daniels, COO, Banyan Partners