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Gordy Abel, Chief Marketing Officer, Dynasty Financial Partners

Kasia Antczak, Director, Marketing & Communications, Guardian Life

• Tracy Baird, Director, Ptarmigan Media-Americas

Rebecca Bales, Global Head of Marketing, Issuer Services, BNY Mellon

David Blackburn, Head, Digital Marketing, DTCC

Lindsay Burns, Account Director, MERGE

Jim Casey, VP, Global Head, Digital Marketing & Strategy, PGIM

Andrew Chesney, President, NA, Fundamental Media

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

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

Matthew Doubleday, Chief Marketing Officer,  Wintrust Financial Corporation

• Joy Falconer, Senior Marketing Manager, Commercial Bank, M&T Bank

Peter Ferrigno, CEO, The Solutions Group

Gail Gross, Director, Head, Private Wealth Management Marketing, Bank of America Merrill Lynch

Dan Harley, Head, Retail Marketing Strategy, Vanguard

Kristie Helms, Director, Operational Marketing, AllianceBernstein

Bruce Hoffmann, Strategic Marketing Consultant 

Claire Kurmel, Marketing, Matthews Asia

Christine LoganHead, Marketing Canada, Franklin Templeton Investments 

Craig Mclaughlin, CEO, Extractable

Donna MacFarland, Founder & CEO, Accelerate Strategies

Angie Moncada, Head, Marketing, Reinsurance/

Innovation, NA, Munich Re

Olympia Moukas, Senior Director, Institutional Investment Marketing, TIAA

Sarah McNabb, Chief Marketing Officer, Gate39 Media

Anthony Nygren, EVP, EMI Strategic Marketing

Andy O’Rourke, Chief Marketing Officer, Direxion Funds

Kelley Palmer, Senior Marketing & Communications Director, John Hancock

• Betsy Pultz, Head, Industry Marketing-NA, Aon 

• Ondina Purcell, VP, Director of Client Marketing, First Republic Bank

Beth Oporto, Head, Listings Marketing, New York Stock Exchange

Charles Shaw, Head, Institutional Solutions Marketing, Mass Mutual

Nancy Schulman, Partner, Executive Director, Sullivan

Joseph Sancio, Marketing Manager, Yield Street

Sharon Schallenkamp, VP, Strategic Campaigns, Global Mktg & Communications, BNY Mellon

Andrew Seibert, Managing Partner, Imprint

Ben Stuart, Chief Marketing & Communications Officer, Bank of the West (PNB Paribas)

Annis Steiner, Head of Marketing, Bain Capital Ventures

Elaine Sullivan, Chief Marketing Officer, Eaton Vance

Rachel Tuffney, EVP,

Dianomi, USA

Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck
Kelly Vives, Head, Marketing, Wells Fargo Asset Management

Jeffrey Wilson, SVP, Marketing & Communication, Citizens Bank

Gramercy Institute’s 2020 Financial Marketing Leadership Awards


Gramercy Institute is proud to announce its 2020 honorees for The Gramercy Institute Financial Marketing Leadership Awards. These award recipients' entries were reviewed and graded, each multiple times, by members of a Judges’ Committee comprised 41 different financial marketing leaders. This Judges’ Committee was assembled specifically to evaluate these entries.


Each entrant was invited to select five of the following criteria for their entries to be evaluated upon. They are: Effectiveness on Initiatives, Establishment of a Clear Vision, Following Through on Deliverables, Innovative Thinking, Inspiration by Example, Performance under Pressure, Preparedness, Risk Mitigation, Sharing Credit When Due, Setting a Sound Strategy, Taking Responsibility and Adversity.


Gramercy Institute received a total of 53 entries. 17 were selected for awards, based on point averages.


Each honoree below will be invited by Gramercy Institute to share its own individual award-winning leadership case story in a separate communication to be shared with Gramercy Institute’s global financial marketing community at a future date.


Please join the Gramercy Institute in celebrating and honoring these financial marketing teams for their industry leadership. 




Partner/Financial Team Honorees

Accelerate Strategies & T. Rowe Price 

BlackRock iShares & The Wall Street Journal | Barron's Group

Imprint & FlexShares

Eaton Vance & MERGE

Sullivan & Millennium Management


Financial Team Honorees

Breckinridge Capital Advisors 

Edward Jones

M&T Bank


Media/Partner Honorees

EMI Strategic Marketing


Agency Honoree

Ptarmigan Media

Financial Team Honorees

J.P. Morgan Asset Management

Munich Re



RBC Wealth Management

Media/Partner Honorees



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