FINANCIAL MARKETING LEADERSHIP AWARDS
2020 JUDGES
• Gordy Abel, Chief Marketing Officer, Dynasty Financial Partners
• Kasia Antczak, Director, Marketing & Communications, Guardian Life
• Tracy Baird, Director, Ptarmigan Media-Americas
Rebecca Bales, Global Head of Marketing, Issuer Services, BNY Mellon
• David Blackburn, Head, Digital Marketing, DTCC
• Lindsay Burns, Account Director, MERGE
Jim Casey, VP, Global Head, Digital Marketing & Strategy, PGIM
• Andrew Chesney, President, NA, Fundamental Media
• Marty Dauer, Chief Marketing & Communications Officer, Duff & Phelps
• Joseph DeRoss, Executive Director, Head, Field Marketing, Morgan Stanley
• Matthew Doubleday, Chief Marketing Officer, Wintrust Financial Corporation
• Joy Falconer, Senior Marketing Manager, Commercial Bank, M&T Bank
• Peter Ferrigno, CEO, The Solutions Group
• Gail Gross, Director, Head, Private Wealth Management Marketing, Bank of America Merrill Lynch
• Dan Harley, Head, Retail Marketing Strategy, Vanguard
• Kristie Helms, Director, Operational Marketing, AllianceBernstein
• Bruce Hoffmann, Strategic Marketing Consultant
• Claire Kurmel, Marketing, Matthews Asia
• Christine Logan, Head, Marketing Canada, Franklin Templeton Investments
• Craig Mclaughlin, CEO, Extractable
• Donna MacFarland, Founder & CEO, Accelerate Strategies
• Angie Moncada, Head, Marketing, Reinsurance/
Innovation, NA, Munich Re
• Olympia Moukas, Senior Director, Institutional Investment Marketing, TIAA
• Sarah McNabb, Chief Marketing Officer, Gate39 Media
• Anthony Nygren, EVP, EMI Strategic Marketing
• Andy O’Rourke, Chief Marketing Officer, Direxion Funds
• Kelley Palmer, Senior Marketing & Communications Director, John Hancock
• Betsy Pultz, Head, Industry Marketing-NA, Aon
• Ondina Purcell, VP, Director of Client Marketing, First Republic Bank
• Beth Oporto, Head, Listings Marketing, New York Stock Exchange
• Charles Shaw, Head, Institutional Solutions Marketing, Mass Mutual
• Nancy Schulman, Partner, Executive Director, Sullivan
• Joseph Sancio, Marketing Manager, Yield Street
• Sharon Schallenkamp, VP, Strategic Campaigns, Global Mktg & Communications, BNY Mellon
• Andrew Seibert, Managing Partner, Imprint
• Ben Stuart, Chief Marketing & Communications Officer, Bank of the West (PNB Paribas)
• Annis Steiner, Head of Marketing, Bain Capital Ventures
• Elaine Sullivan, Chief Marketing Officer, Eaton Vance
• Rachel Tuffney, EVP,
Dianomi, USA
• Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck
Kelly Vives, Head, Marketing, Wells Fargo Asset Management
• Jeffrey Wilson, SVP, Marketing & Communication, Citizens Bank
Gramercy Institute’s 2020 Financial Marketing Leadership Awards
Gramercy Institute is proud to announce its 2020 honorees for The Gramercy Institute Financial Marketing Leadership Awards. These award recipients' entries were reviewed and graded, each multiple times, by members of a Judges’ Committee comprised 41 different financial marketing leaders. This Judges’ Committee was assembled specifically to evaluate these entries.
Each entrant was invited to select five of the following criteria for their entries to be evaluated upon. They are: Effectiveness on Initiatives, Establishment of a Clear Vision, Following Through on Deliverables, Innovative Thinking, Inspiration by Example, Performance under Pressure, Preparedness, Risk Mitigation, Sharing Credit When Due, Setting a Sound Strategy, Taking Responsibility and Adversity.
Gramercy Institute received a total of 53 entries. 17 were selected for awards, based on point averages.
Each honoree below will be invited by Gramercy Institute to share its own individual award-winning leadership case story in a separate communication to be shared with Gramercy Institute’s global financial marketing community at a future date.
Please join the Gramercy Institute in celebrating and honoring these financial marketing teams for their industry leadership.
2020 HONOREES
SINGLE COUNTRY FOCUS
Partner/Financial Team Honorees
Accelerate Strategies & T. Rowe Price
BlackRock iShares & The Wall Street Journal | Barron's Group
Imprint & FlexShares
Eaton Vance & MERGE
Sullivan & Millennium Management
Financial Team Honorees
Breckinridge Capital Advisors
Edward Jones
M&T Bank
Media/Partner Honorees
EMI Strategic Marketing
MULTI-COUNTRY FOCUS
Agency Honoree
Ptarmigan Media
Financial Team Honorees
J.P. Morgan Asset Management
Munich Re
Nuveen
Refinitiv
RBC Wealth Management
Media/Partner Honorees
Dotdash
InvestingChannel