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The Gramercy Institute is pleased to announce its 20th Annual Gramercy Institute Financial Marketing Strategy Awards honoring excellence in financial marketing strategy. 


This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty 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.


To enter, financial firms (and their partners) that have conceived and/or executed strategic financial marketing work in the past 18 months are encouraged to complete this online entry form and simply click submit.


The entry deadline is Tuesday, February 7, 2023 ($325 per entry)

An award ceremony will be held in New York City on Wednesday, March 9, 2023 at 

Gramercy Institute's Financial Marketer's Forum: NYC. 


Any company (agency, publisher, financial firm, marketing services provider) that has conceived and/or conceived and/or executed financial marketing strategies within the past 18 months for the benefit of a financial services firm (corporate entries are also accepted). This includes:


Financial firms marketing their own products or services


Media companies/publishers

Marketing service providers to financial firms



The entry deadline is Tuesday, February 7, 2023 ($325 per entry)

Judging will be carried out by a panel of financial services marketing leaders from the world’s top financial, media and marketing brands. 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) on or about Friday, February 17, 2023 via email.




A congratulatory roster of categories and winners will be published and distributed to Gramercy Institute’s global financial marketing community in mid February. Awards will be presented in an in-person ceremony in New York City on Thursday, March 9, 2023 at Gramercy Institute's Financial Marketer's Forum: NYC. Winners present at the March 9 ceremony will be awarded a trophy. Winners not present may purchase trophies after March 9.


Daniel Allocca, Head, Digital & Integrated Marketing, Prosek Partners

Matthew Alstead, Head, Marketing & Communications, Sands Capital

Kasia Antczak, Head, Product & Segment Marketing, Guardian Life

David Blackburn, Head, Digital Marketing, ProShares

Dana Caragine, Marketing Director, Arbor Realty Trust

Catherine Carroll, Head, Digital Marketing, PGIM

Leslie Checkman, VP, Director of Retail Marketing,

MFS Investment Management 

Andrew Ceccon, Chief Marketing Officer, AXS Investments

Elizabeth Coleman-Chen, Exec. Dir., Head, Strategic Content Marketing,

Morgan Stanley Investment Management 

Jon Ewing, Chief Marketing Officer, iCapital Networks

Sheri Gilchrist, Chief Marketing Officer, MissionSquare Retirement

Angela Giombetti, SVP, Head, Marketing, Wealthspire Advisors

Denielle Remis Hackel, Chief Marketing Officer, Cambridge Trust Company

Paul Halpern, Chief Marketing Officer, JP Morgan Wealth Management

Lynn Hobson, Director & Head, Marketing & Global Strategy, BNY Mellon

Rupert Hodson, CEO & Founder, Dianomi

Kim Hughes, SVP, Marketing Communications, Mutual of America

Jim Hummerstone, VP, Marketing, Capital Markets & Advisory, Citizens

JJ Jha, Chief Marketing Officer, Wells Fargo Home Lending, Wells Fargo

Meg Johnson, VP Marketing, Mathews Asia

Diane Laura, Global Marketing Leader, Analytics Solutions, Marsh

Steve Lee, Senior Managing Director, Marketing and Communications, Guggenheim Securities

Amy Leith, Head, Global Markets & Research Marketing, Bank of America

Laura Manley, Global Chief Marketing Officer, MetLife

Stephanie Linker, Head of Marketing, Retirement Group, BlackRock 

Dana McCullough, SVP, Head, Marketing,

Raymond James Investment Management 

Thomas McEntee, Chief Marketing Officer, NBT Bancorp

Thomas Moles, Head of Marketing, AMG Funds

Elizabeth Montgomery, Director, Marketing Communications, FTSE Russell

Alexander Ngo, Chief Marketing Officer, NA, Chubb

Mark Pereira, Director, Gloabal Head, Marketing Solutions & Operations,

Lazard Asset Management

Daisy Okas, Independent Marketer

Andy O’Rourke, Chief Marketing Officer, Direxion

Keisha Newham, VP, Personal Financial Solutions Marketing,

American Century Investments

Michael Roberts, Chief Marketing Officer, MetLife

Chris Rohan, Executive Director, Head of North America Channel Marketing, Morgan Stanley Investment Management

Jennifer Grazel Rubio, Chief Marketing Officer, RBC Capital Markets

Cate Sanders, Director, Head, Retirement Marketing, Invesco US

Tyrrell Schmidt, Chief Marketing Officer, Head, NA Creative, TD

Charles Shaw, Head, Institutional Solutions Marketing, Mass Mutual 

Luba Spear-Piackoba, Head, Marketing, WisdomTree Asset Management

Kara Valentine, Partner, Chief Marketing Officer, Transcend Capital Advisors

Stephanie Waters, Director, FX Busiiness Marketing, LSEG/Refinitive

Laura White, Vice President, Marketing, Voya Financial

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