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 2020 JUDGES

  • Berta Aldrich, Managing Director, CMO, CHRO, Private Advisor Group

  • Rebecca W. Bales, Global Head of Marketing, Issuer Services, BNY Mellon

  • Bernadette Bridy, Head of Product Marketing, FS Investments

  • Shelly Danse, Director, North America, Editions Financial

  • Bonnie (Cruice) DiJoseph, Senior Manager, Head of Retail Content Strategy, Vanguard

  • Jason Farago, Head, Insurance Asset Management Mktg & Comms, Head, Latin America Marketing, DWS Group

  • Tara Giuliano, Head of Client & Product Marketing, Nuveen

  • Andrew Goldman, Senior Director, Institutional Content & Engagement Marketing, TIAA 

  • Ian Henderson, Chief Executive Officer, AML Group

  • Douglas Hesney, EVP, Head of Financial & Professional Services Practice, Makovsky 

  • Jeffrey Hill, Managing Direct, IHS Markit Digital

  • Jacob Howard, Vice President, Marketing, Deutsche Bank

  • Jim Hummerstone, Director of Global Advertising & Media, CFA Institute

  • Matt Kirdahy, Partner, Water & Wall 

  • Donna MacFarland, Founder & CEO, Accelerate Strategies

  • Dan Mahoney, Chief Marketing Officer, Communications Strategy Group (CSG)

  • David Master, Chief Marketing Officer, Janus Henderson Investors

  • Terry McGrath, President, T1 Media

  • Sarah McNabb, Chief Marketing Officer, Gate39 Media

  • Grace Mistry, Director, B-to-B & Personal Wealth Advertising, BMO Financial Group

  • Jennifer Ogden, Strategic Consultant, The Ricciardi Group

  • David Partain, Chief Marketing Officer, FlexShares Exchange Traded Funds

  • Arne Pflugrad, Managing Director, public imaging

  • Paula Pullano

  • Elspeth Rothwell, Chief Executive Officer, Vested, UK

  • Duncan Shaw, Executive Creative Director, Living Group

  • Roslyn Shaw, Managing Director, Alpha Grid

  • Nancy Schulman, Partner, Executive Director, Strategy, Sullivan

  • Geoffrey Smith, Director, Corporate Communications, Amundi Pioneer Asset Management

17th Annual Gramercy Institute Financial Marketing Strategy Awards

The Gramercy Institute is pleased to announce its 17th Annual Gramercy Institute Financial Marketing Strategy Awards honoring excellence in financial marketing strategy.

Enter Your Marketing Strategy

This award recognizes STRATEGIC EXCELLENCE in financial marketing. Seventeen years ago, the Gramercy Institute established this award based on the premise that marketing STRATEGY is the most critical element of a successful marketing endeavor—especially in the financial services sector.

Who Can Enter?
Any company (agency, publisher, financial firm) that has conceived and/or executed a marketing strategy within the past 12 months for the benefit of a financial services firm (corporate entries are also accepted).  This includes:


  • Financial firms marketing their products or services

  • Insurance firms marketing their products or services

  • Agencies/consultancies

  • Media companies/publishers

  • Service providers to financial/insurance firms

  • Corporate (those marketing a corporation’s financial performance to key audiences)

To enter, financial firms (and their partners) that have conceived and/or executed strategic financial marketing work in the past 12 months are encouraged to complete this online entry form and simply click submit.

Judging will be carried out by a panel of over twenty financial services marketing leaders from the world’s top financial, media and marketing brands (see separate Judges’ List). Each brief will be read and graded by no less than four judges. Individual judges’ scores will be averaged together to determine category winners. Entrants will be notified on the status of their entry (winning or not winning) before or about March 6, 2020 via email.

An award ceremony will be held in New York City on March 25, 2020.

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