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20 Rising Stars in Financial Marketing

Lauren Boyman 

Executive Director, Digital Strategy 

Morgan Stanley Smith Barney

Craig Cooperman 

Vice President, Interactive Marketing 

Prudential Financial

Jean Huang 

Group Director, Strategy 


Mike Ma 

Head of Retail Advertising and

Prospect Marketing 


Philip Parrotta

SVP, Head of Brand, Advertising &

Integrated Marketing


Andy Shibata 

Head, Brand Marketing 

Royal Bank of Canada/RBC

Cathy Stahl 

EVP, Head, Global Wealth

Management Marketing, 


Dana Caragine 

VP, Marketing Strategy 

JP Morgan

Stephen Golub 

Sr. Marketing Manager, 

GAIN Capital Group/

Lisa Hurwich 

Senior Vice President, Marketing Strategist, 

US Trust/Bank of America Private Wealth Management

Elizabeth Murphy 

Vice President - Head of Marketing Technology 

State Street Global Advisors

Ondina Purcell 

Executive Director, Advisory Marketing 


Matthew Slivinski 

VP Brand and Advertising 


Anthony Vitalone,

Head of Digital Marketing,

Internet & Social Media 

Deutsche Asset Management

Louis Cohen 

SVP, Head of Search & Affiliate Marketing


Aaron Hoffman 

Marketing Manager - NFL Partnership 


Jeffrey Kochie 

Field Marketing Director,

Retirement Plan Services 

Lincoln Financial

Josh Orth 

Vice President, Editorial Director 

Allianz Global Investors

Brian Serfass 

Vice President 

BNY Mellon/Pershing

Richard Smith 

Chief Marketing Officer 

AIG Bank

Paul Zettl 

Managing Director,

Retail Marketing & Social Media 

TD Ameritrade

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