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Gramercy Institute Offers Package of Nine, Deep-Dive Video Interviews with Financial Marketing’s Leading Minds

Let’s face it. It has not been easy to keep tabs on the financial marketing industry in 2020—and it’s never been so important! If your business depends on knowing what’s on the minds of CMO’s and other senior marketers at leading financial firms, Gramercy Institute can catch you up quickly and thoroughly. For a limited time, Gramercy Institute is offering a package of eight current one-hour video  recordings featuring financial marketing’s most important executives.


Seasoned interviewer, Bill Wreaks, Chief Analyst of The Gramercy Institute, conducted each one-on-one interview during the last months of 2020 in nine separate one-hour sessions. 


These engaging video interviews are available to you and your team, for a limited time. Purchasers may share interviews with team-members for viewing.

This special package is available until Tuesday, December 22, 2020.

Video interviews include:


  • Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets (Toronto/New York) Recorded: 9/18/20

  • Dan Harley, Retail Marketing Executive, Vanguard (Philadelphia) Recorded: 9/24/20

  • David Master, Chief Marketing Officer, Janus Henderson Investors (Denver/London) Recorded:10/8/20

  • Allison Baird, Chief Marketing Officer, Boston Private (Boston) Recorded: 10/15/20

  • Matthew Doubleday, Chief Marketing Officer, Wintrust Financial Corporation (Chicago) Recorded:10/29/20

  • Elena French, SVP, Corporate Communications, Lincoln Financial Group (Philadelphia) Recorded:11/12/20

  • Emily Pachuta, Chief Marketing & Analytics Officer, Invesco (New York) Recorded: 11/19/20

  • Steve Radis, Head, Investment Management Marketing, William Blair (Chicago) Recorded: 12/2/20

  • Stephen Tisdalle, Chief Marketing Officer, State Street Global Advisors, (Boston) Recorded: 12/17/20


In this series, Gramercy Institute digs deep with the most senior financial marketing leaders to learn more about: 


  • Current trends in financial marketing

  • Short and long term effects of Covid-19 on our industry

  • The state of media in 2020 and beyond

  • Content Marketing trends

  • The importance of Measurement

  • Partnership trends

  • Industry marketing challenges

  • Specific marketing success stories

  • What keeps marketing leaders “up at night”

  • Future outlook for financial marketing 

  • And many other topics


Dan Harley, Retail Marketing  Executive, Vanguard, is one of the eight leading financial marketers that Gramercy's Bill Wreaks interviews in this valuable video series.

Purchase Financial Marketer

Video Interview Series: $495

Includes nine one-on-one video financial marketer interviews (for sharing with your team).

Purchasers receive an email with instructions for immediate access.

Offer valid through December 22, 2020.

Learn More about Financial Marketer TV

26 (live & recorded) Interviews in 2021 &

nine-Interview Recorded Package: $1995

Includes Annual Subscription to

Financial Marketer TV & Access to Archives

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