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Lead Agency Hill, Holliday Faces Gotham, Grey and Martin/Williams
BOSTON–Despite difficulties finding conflict-free contenders among the nation’s larger agencies, Fidelity Investments has selected four finalists for its estimated $50-60 million online brokerage account.
Lead Fidelity shop Hill, Holliday, Connors, Cosmopulos in Boston made the list, along with Gotham and Grey Advertising, both in New York, and Martin/Williams in Minneapolis, according to sources.
Skip Pile, president of Pile and Co., the management consulting firm in Boston overseeing the review, declined comment, as did Fidelity representative Debra McConnell.
Agency officials either could not be reached or declined comment.
Contenders met with Fidelity executives at the mutual fund giant’s Boston headquarters about a week ago and were briefed on final assignments that will be evaluated in the next round of the review, sources said.
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