TheGramercy Institute



Gordy Abel, Chief Marketing Officer, Dynasty Financial Partners

Kasia Antczak, Director, Marketing & Communications, Guardian Life

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

David Blackburn, Head, Digital Marketing, DTCC

Kimberly Boone, VP, Group Director, Ptarmigan Media

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



This is more than an award program. We are looking to establish the standard for leadership excellence in financial marketing. This is not a  physical event—this is a global celebration of leadership in our industry,” explains Bill Wreaks, CEO of Gramercy Institute. “Through this award program, real stories of true leadership in financial marketing will be entered, selected, shared and celebrated online with the global financial marketing industry.



Gramercy Institute has a limited number of sponsorship opportunities available to honor leadership in financial services marketing. This award program has been described as “exactly what is needed right now in our industry.”  This important award program represents a highly-relevant way for marketing partners to come together with financial brands, agency leaders and fellow partners to connect with—and demonstrate support for—

the financial marketing industry as it emerges from a unusual period. 



Gramercy Institute believes that the financial marketing industry will emerge from this pandemic period as a stronger, more confident, more resilient and a more respected industry. This is not luck. This comes to us courtesy of hard work—and leadership.


The benefits of sponsorship are extensive are designed to connect our sponsor brands with the extraordinary industry value that this program delivers. The lead up, judging, winner announcement, winning narratives, and numerous post-award features provide great benefit to sponsors of this award program.


This award program honors leadership in financial services marketing over the past year.  



Sponsors will receive associative benefits in the following ways: 



  • Sponsor logo on promotional emails promoting entries

  • Sponsor team-member will serve as judge and be promoted with elite judges’ group

  • Sponsor judge—along with other judges—will provide 75 word essay to be featured in event promotion

  • Sponsor’s logo will appear on event information site



  • Sponsor will be asked to judge and grade a selection of entrants

  • Sponsor will serve as judge with a high-powered roster of marketers and agency professionals



  • Sponsors promoted on multiple award winners’ communication emails to industry

  • Sponsors promoted on site showcasing leadership “narratives” of winners (12 months)

  • Sponsors sentiments featured on winners’ site expressing the importance of honoring leadership



  • Sponsor will be featured in post event white paper on the subject of leadership in financial marketing. 

  • Sponsor logos prominently featured in white paper

  • Excerpts of winning entries featured

  • 75 word “Leadership” essays from sponsors featured as part of post-event white paper



  • Sponsor may present itself as “Official 2020 Sponsors of Gramercy Financial Marketing Leadership Awards”

  • Sponsor to be featured on all Gramercy Institute press communications in connection with award program

  • Inclusion on Gramercy News & Press Releases

  • Social media promotion of event to be carried out by Gramercy Institute and amplified by over 40 judges



  • Sponsor firms may submit up to three (3) award entries at no charge.



  • $4995