GRAMERCY FINANCIAL MARKETERS’ SUMMIT
Today & Tomorrow:
The Modern Financial Marketer
Gramercy Institute is pleased to announce its Gramercy Summit. This important gathering will take place at the Vanguard Campus in Malvern, Pennsylvania and will focus on:
“Today & Tomorrow: The Modern Financial Marketer.”
This high-impact event gathers together today’s most innovative marketing leaders from the world's top financial brands and agencies. The event takes place on
Friday, June 13, 2025 (8:00AM-12:45 PM)
PANEL TOPICS & DISCUSSIONS
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Artificial Intelligence & Financial Marketing: What Will Change (& What Won’t)?
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AI & The Creative Process & Product in Financial Marketing
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AI & Audience Targeting in Financial Marketing
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Financial Marketing Skill Sets & Partners for Tomorrow
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New Ideas, New Thinking in Financial Marketing
SPEAKERS & PANELISTS
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Kristy DelMuto, Head of Brand and Marketing, Mainsail Partners
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Nick Gassaway, Marketing Manager, Vice President, Glenmede
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Dan Harley, Head of Retail Marketing Strategy, Vanguard
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Grace Hussein, Managing Director, Head of Web Strategy, Nuveen
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Patty McAuley, SVP, Head of Marketing, Clark Capital Management Group
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Veronica McKee, Chief Marketing Officer, The Haverford Trust Company
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Tokes Ojo-Ade, Head of U.S. Intermediaries Paid Promotions, T. Rowe Price
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Jaclyn Waterman, Director of Marketing & Strategic Initiatives, Axcelus Financial
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Additional Panelists Confirming
REGISTER TO ATTEND
Event Date
Friday, June 13, 2025 (8:00 AM-12:45 PM)
Includes breakfast, breaks & moderated program
Location
John C. Bogle Building
Vanguard Campus
700 Admiral Nelson Drive, Malvern, PA
