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18th Annual Gramercy Institute Financial Marketing Strategy Awards

The Gramercy Institute is pleased to announce its 18th 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. Eighteen 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 April 16, 2021 via email.

Winners will be announced and promoted to Gramercy Institute’s  global financial marketing community and there will be on online ceremony to announce—in real time—the Best of Category Awards and The Best of Show Award winners.

Gramercy Institute will announce its 2021 slate of judges on February 17th 2021.


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Entry Deadline:

March 19 ($325 per entry)

Entry Deadline:

March 19 ($325 per entry)



Renee Baker, Head, PCG Advisor Inclusion Networks, Raymond James


Lauren Boyman, Chief Marketing Officer, KPMG US


Andrew Ceccon, Chief Marketing Officer, AXS


Louis Cohen, Digital Marketing & Demand Generation Director, EY


Marty Dauer, Chief Marketing & Communications Officer, Duff & Phelps


Stephen DiMarco, Chief Digital Officer, Kantar


Joy Falconer, Senior Marketing Manager,

M&T Bank


Twink Field, CEO & Founder,

White Marble Marketing

Tara Giuliano, Head, Client & Product Marketing, Nuveen


Bill Gordy, Chief Strategy Officer,

The Solutions Group


Sylvain Grande, Chief Product Officer, Yieldstreet


Paul Halpern, Managing Dir, Head, Deposits & Banking Services, Morgan Stanley


Janette Jovic, Head of Strategic Marketing, CSO, UBS


Michael Kazanjian, Chief Marketing Officer, Prudential Annuities


Angus Maclaine, Founder & Chief Executive Officer, Fundamental Media


Donna Macfarland, Founder & CEO,

Accelerate Strategies


Kevin Morris, VP, Chief Marketing Officer, Retirement & Income Solutions, Principal Financial Group


Angie Henderson Moncada, Staff SVP, Marketing, FM Global


Kirti Naik, Head, Marketing & Communications, BNY Mellon Wealth Management


Laura Nameth, Managing Director, Head of Investments Marketing, AIG First Principles


David Partain, Chief Marketing Officer FlexShares ETFs, Northern Trust

Steve Radis, Head, Investment Management Marketing, William Blair


Dominica Ribeiro, Chief Marketing Officer, Breckinridge Capital Advisors


Meredith Rowley, Chief Revenue Officer,

The Ricciardi Group


Abby Salameh, Chief Marketing Officer, Hightower Advisors


Greg Schwartz, CEO & Co-Founder, Tomo


Charles Shaw, Head, Institutional Solutions Marketing, Mass Mutual


Jessica Sibley, Chief Revenue Officer, Forbes


Rich Smith, Chief Marketing Officer, Jornaya


Melissa Wall, Chief Marketing Strategist, Growthential


Frank Wheeler, Global Head of Distribution & Marketing, Matthew's Asia


Paul Zettl, SVP, Head, Global Marketing,

Cohen & Steers


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