BOARD OF ADVISORS
The Board of Advisors is comprised exclusively of senior marketers from leading financial firms around the world. Each one is known to Gramercy Institute as being a forward and strategic thinker in our industry.
Board members share the belief that the sharing of ideas and best practices among leaders within the financial services marketing industry “raises the tide for all boats” and our work ultimately benefits financial services clients, customers and investors.
Specifically, the purpose of The Gramercy Institute Board of Advisors is to enlighten and advise the Gramercy Institute on current trends, directions, topics and observations on the shape (and future) of the financial services marketing industry.
The Board’s input helps to guide the Gramercy Institute in its formulation of themes and content for upcoming Gramercy Forums and points GI toward understanding new and emerging areas of interest to our industry.
Gramercy Institute expresses its deep gratitude to this group in its service to the Gramercy Institute organization and to its global financial services marketing community.
The Gramercy Institute Board of Advisors
Matt Alsted
Head, Marketing & Communications, Sands Capital
Washington, DC
Gordon Abel
Managing Director, CMO & Head of Diversity & Inclusion,
Dynasty Financial Partners
New York
Kasia Antczak
Head, Marketing for Financial Protection Retirement Solutions & Client Solutions Wealth Management, Guardian Life Insurance
New York
Anna Bernasek, Managing Director, Global Head of Insights, State Street
New York
Christopher Burns
Director, Americas Financial Services Organization (FSO)
Brand & Marketing Lead, EY
Austin
Sheri Gilchrist
Head of Marketing, Communications & Customer Analytics,
Fidelity Investments
Boston
Tara Giuliano, Chief Marketing Officer Nuveen, a TIAA company
Chicago
Dan Harley, Head, Retirement Plan Participant Marketing, Vanguard
Philadelphia
Lynn Hobson, Chief Marketing Officer, WSFS Bank
Philadelphia
Helena Jarabakova,Senior Director, Channel Partner Marketing, CME Group
London
Rick Kuwayti, Chief Marketing Officer/B-to-B & Shared Services,
BMO Financial Group
Toronto
Wendy Marcone, SVP, Global Marketing, Bank of America
New York
Andrew Most, Global Head, Brand & Creative,
Columbia Threadneedle Investments
Boston
Alanna Nensel, Global Head of Brand, Creative & Digital,
Janus Henderson Investors
London
William Obre, Head, Marketing & Communications, Americas,
AXA Investment Managers
New York
Andy O’Rourke, Chief Marketing Officer, Direxion Funds
Boston
Steve Radis, Head of Investment Management Marketing,
William Blair & Company
Chicago
Drew Ward, Sr. Director,
Head of Investment Marketing, Transamerica
Atlanta
Susannah Wardly, SVP, Marketing,
Natixis Investment Managers
Boston
Jeff Wilson, SVP, Head of Marketing–Business,
Corporate & Investment Banking, Citizens
Providence