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20 Rising Stars in Financial Marketing

Lauren Boyman 

Executive Director, Digital Strategy 

Morgan Stanley Smith Barney

Dana Caragine 

VP, Marketing Strategy 

JP Morgan

Louis Cohen 

SVP, Head of Search & Affiliate Marketing


Craig Cooperman 

Vice President, Interactive Marketing 

Prudential Financial

Stephen Golub 

Sr. Marketing Manager, 

GAIN Capital Group/

Aaron Hoffman 

Marketing Manager - NFL Partnership 


Jean Huang 

Group Director, Strategy 


Lisa Hurwich 

Senior Vice President, Marketing Strategist, 

US Trust/Bank of America Private Wealth Management

Jeffrey Kochie 

Field Marketing Director,

Retirement Plan Services 

Lincoln Financial

Mike Ma 

Head of Retail Advertising and

Prospect Marketing 


Elizabeth Murphy 

Vice President - Head of Marketing Technology 

State Street Global Advisors

Josh Orth 

Vice President, Editorial Director 

Allianz Global Investors

Philip Parrotta

SVP, Head of Brand, Advertising &

Integrated Marketing


Ondina Purcell 

Executive Director, Advisory Marketing 


Brian Serfass 

Vice President 

BNY Mellon/Pershing

Andy Shibata 

Head, Brand Marketing 

Royal Bank of Canada/RBC

Matthew Slivinski 

VP Brand and Advertising 


Richard Smith 

Chief Marketing Officer 

AIG Bank

Cathy Stahl 

EVP, Head, Global Wealth

Management Marketing, 


Anthony Vitalone,

Head of Digital Marketing,

Internet & Social Media 

Deutsche Asset Management

Paul Zettl 

Managing Director,

Retail Marketing & Social Media 

TD Ameritrade

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