President of the New York City communications and sales marketing consulting firm Frumerman & Nemeth Inc., Bruce Frumerman specializes in working with financial services firms. His company enables clients to best leverage their marketing resources --people, time and budget -- to develop and implement more effective sales marketing and media relations marketing branding programs. Frumerman & Nemeth's efforts have helped money managers attract over $7 billion in new assets.
Bruce has over twenty years of experience in corporate branding, product positioning, public relations, sales marketing, and investor relations. Clients turn to his firm for help to develop buyer-focused positioning strategies to differentiate them from their competitors; to create more cogent and compelling sales presentations and marketing materials for their salespeople; and to use media relations marketing (public relations) to generate third-party endorsement for the expertise of their people and the quality of their products, and to help establish a branded identity for their organization.
Bruce has helped clients market a wide range of investment types and strategies: from equity to fixed income and derivatives, domestic to foreign-based, growth to value, momentum to buy-and-hold, fundamental to quant-based analysis, small cap to multi-cap, no-load to load. As a result of working directly with so many money managers over the years, he and his firm are known for having an in-depth understanding of how portfolios are managed and insight into how to effectively communicate this to both sophisticated and novice investors, and to the media. So much so, in fact, that mutual fund, hedge fund and financial planning firm clients also frequently call on Bruce and his firm to write their quarterly letters to investors.
Steven is co-founder of kasina ®, LLC, a strategic consulting firm that concentrates solely on providing products and services to the financial services industry. The company officially commenced operations in 1999, and publishes mutual fund industry research reports, including the annual industry best practices studies "Top 20 Web Sites-Mutual Funds" and "Top 20 Web Sites-Insurance". Steven's company explores ways in which financial services firms can effectively sell services to consumers and institutions over the Internet. An expert on financial services and e-business topics, he works on numerous strategic consulting engagements. He is also an active participant in a number of industry groups, including NICSA's Technology Committee (as a Co-Chair), the MIT Enterprise Forum, and the New York Media Association. In addition, Steven serves on the Board of Advisors for AdvisorFN.
Steven advises and consults with the world's leading financial services firms. Through his work Steven has developed a methodology for evaluating Web sites and developing strategic solutions that is uniquely suited to the financial services industry. In addition, he continues to identify numerous industry best practices and trends that are instrumental to the formulation of an e-business strategy. These practices include the recognition and application of key success factors and attributes that are common among successful e-business initiatives, as well as important considerations relative to business processes and organizational structure.
Prior to co-founding kasina ®, Steven ran the financial services e-business consulting practice at McGladrey & Pullen, LLP, the nation's seventh largest accounting and consulting firm (now named RSM McGladrey, Inc. and PriceWaterhouseCoopers)
Eductation Steven is a graduate of New York University's Stern School of Business.
Speaking & Press Steven combines practical experience in implementing technology platforms with strong business analysis skill. Steven has been recognized as an authority on financial services e-business and appears frequently in the business and trade media, including (partial listing): The Wall Street Journal, CNBC, Business Week and numerous trade publications.
