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Become a Partner-Member at the Gramercy Institute and Join The Financial Marketing Conversation

Marketers at Financial Brands Require Relevant Solutions and Guidance—Right Now.  Do You Know

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For Individuals at: 



Partner Firms


Partner-Members receive access to a robust webinar calendar this summer and fall


WEBINAR SUMMER SERIES: Thursday, July 2, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Key Elements of Financial Brand Excellence

  • Claire Blackwell, Director of Marketing, St. James's Place Wealth Marketing

  • Isabella Conenna, Sr. VP, Brand Management & Exec. Creative Dir, Bessemer Trust

  • Wendy Marcone, SVP, GBAM Marketing, Bank of America

  • Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck


WEBINAR SUMMER SERIES: Thursday, July 9, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Financial Marketing 2020: Connecting Through Content

  • Andrew Ceccon, CMO, AXS Investments

  • Bonnie DiJoseph, Sr. Manager, Head of Retail Content Strategy, Vanguard

  • Kim Hanson, Head of Thought Leadership Content, BMO

  • Rachel Tuffney, EVP, Dianomi USA

WEBINAR SUMMER SERIES: Thursday, July 16, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Financial Media: Owned, Earned & Purchased

  • Tammy Cash, EVP, Head of Marketing, Horizons ETF's

  • Matthew Hickerson, Dir, Global Media Relations & Executive Comm., CFA Institute 

  • Erin Meijer, AVP, Thought Leadership and Content Strategy, Guardian Life

  • Tokes Ojo-Ade, Paid Media, Marketing, US Intermediaries, T. Rowe Price

  • Debra Probst, VP, Head of International Channel Marketing, PGIM Investments

WEBINAR SUMMER SERIES: Thursday, July 23, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Inspiring Action: Internal Marketing in Financial

  • Marty Dauer, Chief Marketing & Communications Officer, Duff & Phelps

  • Gail Gross, Director, Head of Private Wealth Management Mktg, Bank of America

  • Carmela DiMeo, Managing Dir, Global Head of MKTG & Comm, Pinebridge Investments

  • Joe Zieman, VP, Communications, Betterment


WEBINAR SUMMER SERIES: Thursday, July 30, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Partnership Strategies in Financial Marketing

  • Joseph DeRoss, Executive Director, Head of Field Marketing, Morgan Stanley

  • Jason Farago, Head, Insurance Asset Management Marketing & Communications, Head, Latin Am. Mktg, DWS Group

  • Jacob Howard, Vice President, Marketing, Deutsche Bank

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

WEBINAR SUMMER SERIES: Thursday, August 6, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Goal-Setting, Measurement & Success in Financial Marketing

  • Melinda Kuleszka, Mktg & Comm Lead, Digital Workplace, Fidelity Investments

  • David Master, Chief Marketing Officer, Janus Henderson Investors

  • Gloria Nelson, VP, Mktg Strategy & Communications, Janney Montgomery Scott

  • Andy O’Rourke, Chief Marketing Officer, Direxion Funds


The Great Financial Media & Marketing Showcase, August 11-20

(Four 90-Minute Webinars-5 Presenters/each)

Marketing & Media Showcase 1- Group Intro + Five Ten Minute Presentations-August 11

Marketing & Media Showcase 2- Group Intro + Five Ten Minute Presentations-August 13

Marketing & Media Showcase 3- Group Intro + Five Ten Minute Presentations-August 18

Marketing & Media Showcase 4- Group Intro + Five Ten Minute Presentations-August 20



Perspectives in Leadership in Financial Marketing-Part 1

AWARD SUBMISSION DEADLINE: Friday, August 29, 2020

SUBMISSION: Gramercy Financial Content Marketing Awards

TORONTO, CANADA: Wednesday, September 9, 2020

Gramercy Financial Marketers’ Forum

PRESENTATION: Canada’s Best Creative in Financial Marketing Awards


2021 FINANCIAL MARKETING LEADERSHIP: Tuesday, September 14, 2020

Perspectives in Leadership in Financial Marketing-Part 2

RESEARCH: 2021 Financial Marketing’s New Normal


NEW YORK, USA: Wednesday, September 23, 2020

Content Marketing: Why & How It Works in Financial

PRESENTATION: Gramercy Financial Content Marketing Awards


AWARD SUBMISSION DEADLINE: Wednesday, September 30, 2020

SUBMISSION: GI’s Rising Stars in Financial Marketing-London & NYC


BOSTON, USA: Wednesday, October 7, 2020

Asset Management Marketing: Best Practices For 2021

PRESENTATION: Gramercy Asset Management Marketing Awards


SHANGHAI, CHINA: Wednesday, October 14, 2020

Gramercy Financial Marketers’ Forum: SHANGHAI


AWARD SUBMISSION DEADLINE: Wednesday, October 21, 2020

SUBMISSION: The Gramercy Fin-Tech Marketing Awards


LONDON, UK: Wednesday, October 28, 2020

Gramercy Financial Marketers’ Forum: LONDON

PRESENTATION: London’s Rising Stars in Financial Marketing


SYDNEY, AUSTRALIA: Wednesday, November 4, 2020

Gramercy Financial Marketers’ Forum: SYDNEY


NEW YORK CITY: Wednesday, November 11, 2020

PRESENTATION: Gramercy Institute’s 20 Rising Stars in Financial Marketing


SAN FRANCISCO, USA: Wednesday, November 18, 2020

Financial Marketing for Tomorrow

PRESENTATION: The Gramercy Fin-Tech Marketing Awards



GI has grown to become the world’s largest and leading professional network for senior marketers from major financial firms.  The world’s top financial brands enjoy the benefits of Gramercy Institute each year  and a limited number of “Partner-Memberships” are now available to individuals at leading agencies, media companies and marketing services providers to the financial services vertical. The annual “Partner-Membership” price is $195 per person/per year.

This summer and fall, Gramercy Institute invites Partner-Members to enjoy a robust slate of highly-relevant financial marketing webinars, virtual award shows, media & marketing showcases and—when the time is right—live events. We hope you can join us. We hope you join the Gramercy Institute.




  • One full year of membership benefits

  • Access to 6 Gramercy Institute Financial Marketing Summer Series Webinars

  • Inclusion of  name and professional information listed in our Who's Who in Financial Marketing Directory (publish date week of June 22)

  • A $50 discount to attend each of our Gramercy Institute Forums  

  • Regular financial marketing industry email updates, interviews and invitations

  • Our exclusive digital “Gramercy Partner Member” badge to display in your email signature and other communications

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