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What’s the Professional Development Plan for Your Marketing Team This Year?

If your financial firm is like many, many others right now, your marketing team’s professional development program was caught a bit off-guard by this global pandemic. Initiatives that marketing leadership may have planned for the professional development of your marketing team might no longer be available. For example, conferences, think-tanks, summits, team workshops, consultant visits, have likely been curtailed.


Financial CMO's are left to deal with the professional development of both themselves and their teams in a socially-distant world. For this reason, Gramercy Institute has launched a brand new initiative to help financial teams learn, connect, grow, think, and develop professionally.




If professional development for the marketing team at your financial firm is a current priority, consider the benefits of membership in the Gramercy Institute:

  • Access to Financial Marketer TV: Each year, 26 In-Depth Financial CMO Interviews for your marketing team to view in real time and access to archived recordings

  • Access to University View: Each year, eight different marketing professors from world-class universities share marketing insights for long-term success for your marketing team to view in real time and access to archived recordings

  • In-Depth Panel Discussion Access: Contemporary financial marketing topics all year round

  • Gramercy Institute Webinar Archives Access: The speakers and topics that every financial marketing team needs to know about

  • Financial Marketing Industry Research Access: A variety of first hand, financial marketing industry topics

  • Monitoring Excellence Across Numerous Financial Marketing Areas: Strategy, Content Marketing, Asset Management Marketing, Bank Marketing, Leadership, Rising Stars

  • Access to The Financial Marketing Fix: Each year Gramercy Institute hosts a series of 8 practical videos on a range of topics for financial services marketers. GI members have full access to this series and to the archives.

The membership price (for financial firms) is only $2,495 per year,  per company. Benefits extend to ALL marketing team-members at member financial firms.

Questions? Email Us



Gramercy Institute members receive open access to all professional development webinars & interviews (live & recorded). Gramercy Institute has the following pre-recorded professional development webinars available for your member teams to view right now. Additional virtual panels and presentations are happening regularly and member firms receive access to all Gramercy Institute archive videos. 


PANEL DISCUSSION: Key Elements of Financial Brand Excellence

RECORDING DATE: Thursday, July 2, 2020

This discussion unpacks what ingredients makes a great, durable financial brand.



  • 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


PANEL DISCUSSION: The Creative Process

RECORDING DATE: Tuesday, September 22, 2020

​Gramercy Institute peeks behind the agency curtain to examine the process of  what appears to be “the magic” of crafting brilliant creative in financial marketing. We will also discussed what makes “effective” creative in financial and what signs to look out for that indicate your creative messaging might be falling short. 


  • Jill Deardorff, President & CEO, Deardorff Associates 

  • Theo Casey, Managing Director, Marketcolor

  • Paul Leibowitz, Founder, Leibowitz Branding & Design

  • Ian Henderson​, CEO, AML Group


PANEL DISCUSSION: Financial Marketing 2020: Connecting Through Content

RECORDING DATE: Thursday, July 9, 2020

This panel drills down to explain best practices in this critically important field of financial content marketing.


  • 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


PANEL DISCUSSION: Inspiring Action: Internal Marketing in Financial

RECORDING DATE: Thursday, July 23, 2020

This group discusses benefits, examples & tips on effective marketing from the inside-out.



  • Monica Elvira, Vice President, NE Retirement Advisor Consultant, PIMCO

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

  • Joe Sancio, Marketing Manager, Yieldstreet 

  • Joe Ziemer, VP, Communications, Betterment


PANEL DISCUSSION: Mapping The Customer Journey

RECORDING DATE: Tuesday, September 29, 2020

​Gramercy Institute unpacks the art and science behind customer journey mapping in financial services marketing. Agency leaders discuss understanding customer behavior along with the pros and cons of planning financial marketing in (and through) this manner.



  • Angus Maclaine, Founder & CEO, Fundamental Media

  • Craig, Mclaughlin, Chief Executive Officer, Extractable 

  • Anthony Nygren, Executive Vice President, EMI Strategic Marketing

  • Andrew Seibert, Managing Partner, Imprint


PANEL DISCUSSION: Goal-Setting, Measurement & Success in Financial Marketing

RECORDING DATE: Thursday, August 6, 2020

This drills down to discuss how success really happens in financial marketing.


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

  • 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


PANEL DISCUSSION: Financial Media: Owned, Earned & Purchased

RECORDING DATE: Thursday, July 16, 2020

This panel breaks apart the pros & cons of these three media types in financial marketing.



  • 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


PANEL DISCUSSION: Media Planning Excellence

RECORDING DATE: Tuesday, October 6, 2020

Here, Gramercy Institute looks under the hood of media planning today in financial marketing. This panel discusses how modern media strategies and tactics work together to support overarching marketing initiatives for leading financial firms. In addition, this panel seeks to understand how media today has evolved in its practical use and value to marketers and where media is heading.



  • Doug Hesney, EVP, Head, Financial Services, Makovsky

  • Adam Klareich, Associate Director, Ptarmigan

  • Stephanie Rogers, EVP, Contact Planning, MERGE

  • Andrew Wagner, Chief Executive Officer, Blacklight/MA


PANEL DISCUSSION: Partnership Strategies in Financial Marketing

Thursday, July 30, 2020

Partnership is a strategy–this panel explores best practices in marketing partner management.


  • David Blackburn, Head, Digital Marketing, DTCC

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

  • Jason Farago, Head, Insurance Asset Mgmnt Mktg & Comms, Head, Latin Am. Mktg, DWS Group

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

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel


PANEL DISCUSSION: Effective Strategy Setting

RECORDING DATE: Tuesday, September 15, 2020

​Gramercy Institute hosts this specific webinar to bring to light an inside look at setting effective strategies in financial marketing through a discussion with financial marketing’s leading agency thinkers. Further, this panel discussion investigates the benefits of doing it right—and the risks of missing the mark.



  • Bill Gordy, Chief Strategy Officer, The Solutions Group

  • Donna MacFarland, Founder & CEO, Accelerate Strategies

  • Nancy Schulman, Partner, Executive Director, Sullivan

  • Terry McGrath, President, T1 Media



Gramercy Institute members receive a team pass to Financial Marketer TV

Gramercy Institute has developed a series of live, one-on-one, in-depth, interviews with leading marketers from the world’s largest and most innovative financial firms. We call the series, “Financial Marketer TV” and it is designed to share best practices and new strategies from financial’s top brands with the global financial services marketing community.  


Gramercy Institute is bringing all 26 episodes of  Financial Marketer TV directly to all marketing team members at Gramercy Institute’s “Member Firms,” entirely free of charge. And, the best part of GI membership is that Financial Marketer TV  is just one of the many professional development benefits that Gramercy Institute membership offers two leading marketers at leading financial firms.

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Live & Recorded Access to The One-on-One Interviews with

These Senior Marketers from the World’s Leading Financial Firms


September 18, 2020 

Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets


September 24, 2020

Dan Harley, Retail Marketing Executive, Vanguard


October 8, 2020

David Master, Chief Marketing Officer, Janus Henderson Investors


October 15, 2020

Allison Baird, Chief Marketing Officer, Boston Private

Thursday, October 29, 2020 11:30 AM (ET)

Matt Doubleday, CMO, Wintrust Financial Corporation

Thursday, November 12, 2020 11:30 AM (ET)

Elena French, Senior Vice President-Corporate Communications, Lincoln Financial Group

Thursday, November 19, 2020 @ 12:00 Noon (ET)

Emily Pachuta, Chief Marketing & Analytics Officer-Americas, Invesco Distributors, Inc.

Wednesday, December 2, 2020 11:30 AM (ET)

Steve Radis, Head, Investment Management Marketing, William Blair

Thursday, December 17, 2020 11:30 AM (ET)

Stephen Tisdalle, Chief Marketing Officer, State Street Global Advisors

Thursday, January 7,  2021 @ 11:30 AM (ET)

John Von Brachel, SVP, Content Marketing Executive, Bank of America

Thursday, January 21, 2021 @ 11:30 AM (ET)

Maureen Duff, MD & Global Head of Marketing, BNY Mellon

January 2021 (Specific Date TBD)

Marty Willis, CMO, Nuveen

Thursday, February 4, 2021 @ 11:30 AM (ET)

Eileen Lynch, Chief Marketing Officer, Refinitiv

Thursday, February 18, 2021 @ 11:30 AM (ET)

Ben Stuart, Chief Marketing Officer, Bank of the West

Thursday, March 4, 2021 @ 11:30 AM (ET)

Lauren Boyman, Chief Marketing Officer, KPMG

Thursday, March 18, 2021 @ 11:30 AM (ET)

Karen McCafferty, Global Head of Marketing & Strategy,

Manulife Investment Management

More Financial Marketer TV interview subjects will be announced shortly.

26 interviews will take place each year! 

All Professional Development is available to all teams at all Gramercy Institute member firms

Questions? Email Us

The membership price (for financial firms) is only $2,495 per year, per company. Benefits extend to ALL marketing team-members at member financial firms.

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