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The Stars Shine Bright at Gramercy Institute!


On October 20 2016 Gramercy Institute will introduce its “Class of 2016-2017” 20 Rising Stars in Financial Marketing to the industry at an award reception at the world-famous Le Cirque


Each year, Gramercy Institute reaches out to its vast network of several thousand financial marketing industry insiders to collect nominations for its “20 Rising Stars in Financial Marketing” program.  Once nominated, the final “class” is selected on the basis of the following criteria:


  • Their professional work will be focused (predominantly) in financial services marketing.

  • Their leadership potential will be supported by accomplishment and service in their past and current positions.

  • They will possess the ability to clearly express their own industry opinions as well as their vision of the future of the financial services marketing industry.

  • They will possess a willing (and inspiring) voice--eager to be heard.

  • The "Twenty Rising Stars" delegation will represent a diverse cross-section of today's financial brands. While, this award is intended to honor marketers at financial brands, we are pleased to consider exceptional up-and-coming leaders from the agency, media and service areas of financial marketing for this award.



  • Renee Baker, Senior Marketing Manager, Aberdeen Asset Management

  • Bernadette Bridy, Vice President, Marketing, FS Investments

  • Liz Casals, AVP, Business Research and Analytics, Lincoln Financial 

  • Rachel Caldwell, Head of Design, Brand Management, Vanguard

  • Chris Ciompi, SVP, Head of Marketing, Global X ETFs

  • Jodi Fronczke, VP Marketing, TradeStation

  • Tara Giuliano, Head, Institutional Marketing, Asset Management (Americas), UBS

  • Kim Greenberg, Director, Marketing, ETF Securities

  • Laura Hearn, Copy Director, Content Marketing, Columbia Threadneedle Investments

  • Lynn M. Hobson, Vice President, Pershing

  • Leila Khoury, Marketing Coordinator, BMO Capital Markets

  • David Landau, Head of Onsite and Email Acquisitions, Citi

  • Amanda Palmer, SVP, Global Banking & Markets Mktg, Bank of America Merrill Lynch

  • Kelly Pettersen, Marketing Communications & Brand Strategy, Macquarie Group

  • Kim Plyler, AVP, Marketing, Lincoln Financial Distribution

  • Liz Robinson, VP Brand Strategy, Sallie Mae

  • Simon Shulman, Digital Strategy & Analytics, TDAmeritrade

  • Joan Sommerer, Director, Digital Marketing, Ditech Financial LLC

  • Carolyn Vipond, Director, Product Mktg, TIAA

  • Damon D. Webber, Senior Vice President, Bank of America Merrill Lynch

  • Haley Wright, Director, Mktg & Comm., BNY Mellon (Corporate Trust)

  • Greg Yates, Chief Marketing Officer, RICG




The Gramercy Institute is the world’s leading think-tank for senior marketers at major financial firms.  GI produces over 22 different conferences around the world each year—each focused on the interests of senior marketers from the world’s major financial firms (Gramercy Institute 2016-17 Calendar). In addition, Gramercy Institute honors excellence in financial marketing through the following industry award programs: Gramercy Marketing Strategy Awards20 Most Valuable Partners in Financial Marketing, Financial Media & Marketing Mavens, The Best in the West in Financial Marketing and The Gramercy Global Achievement Awards.


Membership in the Gramercy Institute is open to marketing teams at major financial firms.


Gramercy Institute participation is welcomed and available to agencies, media companies and marketing service providers through numerous engagement programs.

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