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
Gordon Abel
Managing Director, CMO & Head of Diversity & Inclusion
Dynasty Financial Partners
New York
Berta Aldrich
Managing Director, Global Head of Marketing
StepStone Private Wealth
Philadelphia
Matt Alsted
Head, Marketing & Communications
Sands Capital
Washington, DC
Scott Anderson
Senior Vice President, Marketing
Alger
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
Scott Brennan, Managing Director
Head of Marketing Services & Brand
First Eagle Investments
New York
Christopher Burns
Director, Americas Financial Services Organization (FSO),
Brand & Marketing Lead
EY
Austin
Kristin Ferguson
Senior Vice President, Marketing-Business Banking,
Treasury & Payments
Citizens
Providence
Sheri Gilchrist
Head of Marketing, Communications & Customer Analytics
Fidelity Investments
Boston
Tara Giuliano
Chief Marketing Officer
Nuveen, a TIAA company
Chicago
Vince Grogan
Global Head of Marketing,
Capital Access Platforms
Nasdaq
New York
Dan Harley
Head, Retirement Plan Participant Marketing
Vanguard
Philadelphia
Lynn Hobson
Chief Marketing Officer
WSFS Bank
Philadelphia
John Jackson
Head, Investment Management Marketing
William Blair & Co.
Chicago
Rick Kuwayti
Chief Marketing Officer/B-to-B & Shared Services
BMO Financial Group
Toronto
Wendy Marcone
SVP, Global Marketing
Bank of America
New York
Patty Quinn McAuley
SVP, Head, Marketing
Clark Capital Management Group
Philadelphia
Andrew Most
Global Head, Brand & Creative
Columbia Threadneedle Investments
Boston
Alanna Nensel
Global Head of Brand, Creative & Digital
Janus Henderson Investors
London
Andy O’Rourke
Chief Marketing Officer
Direxion Funds
Boston
Drew Ward
Sr. Director, Head of Investment Marketing
Transamerica
Atlanta
Susannah Wardly
SVP, Marketing
Natixis Investment Managers
Boston