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Gramercy Institute is pleased to announce its roster of winners for its

20th Annual Gramercy Institute Financial Marketing Strategy Awards.

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.

Dozens of awards were presented to financial marketing's most important brands on March 9, 2023 to honor marketing strategy excellence. Financial marketing’s leading figures gathered at GI’s annual award ceremony at 3 West Club to celebrate the winners.

best of show strategy 2023.jpg


Columbia Threadneedle Investments

AGENCY: Fundamental Media


MissionSquare Retirement



Columbia Threadneedle Investments

AGENCY: Fundamental Media

"Investments Brand Awareness Campaign"


Asset Management-BB


AGENCY: Imprint

New Rules in Growing Wallet Share


TIE: Asset Management-BI

Baillie Gifford

AGENCY: Fundamental Media

Baillie Gifford US Brand


TIE: Asset Management-BI

Gladstone Land

AGENCY: Marketing Intent

Power of Agriculture


Asset Management-B-Inst

JP Morgan Asset Management

PARTNER: InvestingChannel

Institutional Investor Reach


Bank-Commercial Lending

Citizens Commercial Banking

AGENCY: EMI Strategic Marketing

Citizens M&A Outlook 2023


Bank-Retail Services

Wells Fargo

AGENCY: Imprint

Wells Fargo Diverse-Owned Small Business Program


Consumer Lending

U.S. Bank

PARTNER: Dotdash Meredith

The Leap



RBC Capital Markets

AGENCY: Ptarmigan Media

RBCCM Imagine


Credit Card Payment Systems

Citi® / AAdvantage®

AGENCY: Havas Chicago

Travel On


Investment Banking

BMO Financial Group

Define the Future 2022


Miscellaneous Financial-BB

Morningstar Wealth Management Solutions

AGENCY: Fundamental Media

Morningstar Direct Indexing Solution


Miscellaneous Financial-BC

GTE Financial

AGENCY: BKN Creative

GTE Social Media

Miscellaneous Financial-BI

Franklin Templeton

Voice of the American Worker Survey


Retirement Services-BB

MissionSquare Retirement


Retirement Services-BC


AGENCY: o2ki

The Plan For Planners


Insurance & Risk Management


Authentic Messaging/

Surround Sound Marketing


Wealth Management-BB

Presilium Private Wealth & Dynasty Financial Partners

AGENCY: Leibowitz

Presilium Brand Launch & Website

Category Abbreviation Legend

B-Inst=Business-to-Institutional Investor


Wealth Management-BC

RBC Dominion Securities

RBC Dominion Securities -- Holland Family Enterprise Group of RBC Dominion Securities Website

Wealth Management-BI

Lincoln Financial Network

AGENCY: Substance Strategy & Creative

The Network Effect



Asset Management-BB

Columbia Threadneedle Investments

AGENCY: Fundamental Media

Investments Brand Awareness Campaign


Asset Management-BC

William Blair

Just-a-Minute Videos

Tie-Asset Management-B-Inst

Allspring Global Investments

Purposefully Divergent

Tie-Asset Management-BI

Aviva Investors

AGENCY: Ptarmigan Media

Sustainable Outcomes


Asset Management-B-Inst

Hamilton Lane

Private Markets Made Human Podcast


Bank-Commercial Lending

BMO Financial Group

17th Annual Global Farm to Market Conference




AGENCY: The Ricciardi Group &

T1 Media

iCapital Brand Campaign


AGENCY: Marketcolor
Digital Transformation Study 2023


Investment Banking

RBC Capital Markets

AGENCY: Editions Financial

An Evolving Global Market Outlook


Miscellaneous Financial


EY Real Time Business - FSO Edition

Wealth Management

BMO Financial Group

BMO Climate Institute/Survey

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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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