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The Gramercy Institute is pleased to announce its 21st Annual Gramercy Institute Financial Marketing Strategy Awards honoring excellence in financial marketing strategy. 


This award recognizes STRATEGIC EXCELLENCE in financial marketing. Twenty-one 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.


Entry Deadline: Tuesday, February 6, 2024 ($350 per entry)


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



Entry Deadline: Tuesday, February 6, 2024 ($350 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 16, 2024 via email.




A congratulatory roster of categories and winners will be published and distributed to Gramercy Institute’s global financial marketing community by Wednesday, February 21, 2024. An award ceremony will be held in New York City on Wednesday, March 21, 2024 at Gramercy Institute's

Financial Marketer's Forum: NYC. 


Awards will be presented in an in-person ceremony in New York City on Thursday, March 21, 2024 at Gramercy Institute's Financial Marketer's Forum: NYC. Winners present at the March 21 ceremony will be awarded a trophy. Winners not present may purchase trophies.


  • Matthew Alstead, Head of Marketing & Communications, Sands Capital

  • Scott Anderson, Senior Vice President Marketing, Alger

  • Kasia Antczak, 2nd VP, Head of Product & Segmentation, Guardian Life 

  • Bernadette Bridy, Managing Director, Head of Marketing, FS Investments

  • Matthew Bryan, Director, Head of Marketing, Resource Capital Funds

  • James Casey, VP, Digital & Creative Services, Selective Insurance

  • Leslie Checkman, VP, Director, Client Marketing, MFS Investment Management

  • Elizabeth Coleman-Chen, Head of Alternatives Marketing, Morgan Stanley

  • Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group

  • Nick Gassaway, VP, Marketing Manager, Glenmede 

  • Angela Giombetti, SVP, Head Of Marketing, Wealthspire Advisors

  • Tara Giuliano, Chief Marketing Officer, Nuveen, a TIAA company

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

  • Sanna Johnson, Product Marketing-Alternatives, Morgan Stanley

  • Michael Kazanjian, Chief Marketing Officer, FIDx

  • Claire Kurmel, Channel & Digital Marketing, Parnassus Investments

  • Diane Laura, Global Marketing Leader, Analytics Solutions, Analytics Solutions, Marsh

  • Steve Lee, Senior Managing Director, Marketing & Communications, Guggenheim Securities

  • Laura Manley, Global Chief Marketing Officer, MetLife Investment Management

  • Kelly McCarthy, Managing Director, Head, Marketing Operations, PineBridge Investments

  • Dan McGrath, Vice President, Director of Marketing & Corporate Communications, Federated Hermes

  • Sarah McNabb, Chief Marketing Officer, GigaStar

  • Susan Mellon, Director of Marketing, RiverNorth Capital Management

  • Paige Norton, (former) SVP, Existing Customer Marketing, Citi

  • Nadine Pizarro, Marketing Director, Stout 

  • Paula Pullano, Head, Marketing and Communications, BNY Mellon Wealth Management

  • Rob Stewart, Director, Invesco QQQ Marketing, Invesco US

  • Liz West, Vice President, Head, Channel and Product Marketing, MissionSquare Retirement

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