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Gramercy Institute is proud to announce its 2021 honorees for 

The Gramercy Institute Financial Marketing Leadership Awards

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.


Please join the Gramercy Institute in celebrating and honoring these financial marketing 

teams for their inspirational  industry leadership. 

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2021 Gramercy Institute

Financial Marketing Leadership Award Honorees


Sullivan & American Express
“Leadership Strategy”
Credit & Payment Systems


AdvisorHub & Edward Jones
“Culture Survey”
Wealth Management


White Marble Consulting
“Scope of Practice”
Asset Management 


Event Date: Thursday December 2, 2021 (8:00AM-12:30PM)

includes breakfast, breaks & moderated program.

Location: The Harvard Club of Boston | 374 Commonwealth Avenue, Boston, MA 02215

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Please note you must be COVID-19 vaccinated to attend this event. Attendees will be required to show a copy of the vaccine card prior to entering the forum along with valid photo ID.

Proof may be a photocopy, a picture on a phone,

or the physical card itself.

Accepted Vaccines:



Johnson & Johnson



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