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Minneapolis agency Martin/Williams is among four finalists chasing Fidelity Investments’ estimated $50-60 million online brokerage account, sources said.
Lead Fidelity agency Hill, Holliday, Connors, Cosmopulos in Boston is also in the hunt, along with New York agencies Gotham and Grey Advertising, sources said.
Skip Pile, president of Pile and Co., the management consulting firm in Boston that is overseeing the review, declined comment, as did Fidelity representative Debra McConnell. Agency officials referred calls to the client.
About 20 agencies nationwide were contacted about pitching the business, but most larger shops had conflicts with existing brokerage or banking clients, sources said.
M/W currently has financial clients in Minneapolis-based U.S.
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