GRAMERCY FINANCIAL MARKETERS’
FORUM: NEW YORK
Fast Forward: New Ideas for
Next Gen Financial Marketers
VIP REGISTRATION
This Gramercy Institute Financial Marketers' Forum takes place in New York City and is designed to spark innovation and conversation among the financial industry's most forward-thinking marketing leaders.
At a time when technology, trust, and transformation are reshaping financial customer and client expectations, this event invites senior marketers, agency leaders, and partners to explore what it takes to stay ahead.
Through presentations and a series of panel discussions led by Gramercy Institute's CEO & Chief Analyst, Bill Wreaks, participants will dive into the core challenges (and opportunities) facing financial marketing today.
Forum attendees can expect candid insights, real-world strategies, and lively discussion from industry leaders at the forefront of financial marketing today (and tomorrow).
This high-impact event gathers together marketing leaders from the world’s top financial brands and agencies. The event takes place in
New York City on May 13, 2026 (8:00AM-12:45PM).
PANELISTS
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Gordon Abel, Managing Director, Chief Marketing Officer, Dynasty Financial Partners
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John Aguilar, SVP Head of U.S. Intermediary Marketing, Neuberger Berman
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Amy Appicelli, MD, Head of Marketing, Americas, EQT Group
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Tara Harkins, Head, Customer Growth Marketing, Harbor Capital Advisors
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Hallie Harenski, SVP, Marketing & Corporate Communications, Crum & Forster
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Doug Hensey, SVP, US Head, Financial Communications, Cognito
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Paula Koprowski, Senior Vice President/Senior, Marketing Manager, BNY
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Meghan McCartan, Chief Marketing Officer, Composition Wealth
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Kerri Murtha, Managing Director, Head of Americas Client Marketing, Nuveen, a TIAA company
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Anthony Nygren, Executive Vice President, EMI Strategic Marketing
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John Paolini, Partner & Chief Creative Officer, Sullivan
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Jeremy Rudolph, General Manager - Financial Services, Banking & Insurance, Goldcast
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Elaine Villas-Obusan, Exec Director, Head of Americas Channel MarketinG, UBS Asset Management
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Catherine Weigel, Managing Partner, ETF Marketing, Sprott
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Jeff Wilson, SVP Marketing, Citizens Bank (former)
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Paul Zettl, EVP, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers
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Additional panelists still confirming
PANEL DISCUSSIONS INCLUDE
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Brand Power: New Strategies to Fully Leverage The Financial Brand
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New Face of Media & Content: Connecting with Financial Audiences Today & Tomorrow
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Trust: How to Build It (and Lose It) with Today's Financial Customers
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The Case for Creativity: Does It Matter in An Al-Powered Financial Marketing World?
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One Team: Marketing & Sales Alignment in Financial
INDUCTION CEREMONY
2026 Gramercy Institute Rising Stars in Financial Marketing
REGISTER TO ATTEND
Event Date: Wednesday, May 13, 2026 (8:00AM-12:45PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st New York, NY 10019
