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).
AGENDA
Fast Forward: New Ideas for Next Gen Financial Marketers
8:30 OPENING REMARKS: New Ideas for Next Gen Financial Marketers
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:50 PANEL: Brand Power: New Strategies to Fully Leverage The Financial Brand
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Gordon Abel, Managing Director, Chief Marketing Officer, Dynasty Financial Partners
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Meghan McCartan, Chief Marketing Officer, Composition Wealth
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Anthony Nygren, Executive Vice President, EMI Strategic Marketing
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Michael Rodov, Founder & CEO, AdNode
9:25 PANEL: The Case for Creativity: Does It Matter in An Al-Powered Financial Marketing World?
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Hallie Harenski, SVP, Marketing & Corporate Communications, Crum & Forster
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Paul Leibowitz, President, Leibowitz
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John Paolini, Partner & Chief Creative Officer, Sullivan
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Jeff Wilson, SVP Marketing, Citizens Bank (former)
10:00 PRESENTATION: The Health-Wealth Connection: Unlocking Financial Wellness as a Growth Engine for Financial Services
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Kaitlyn Thompson, VP Brand Strategy, MERGE
10:20 BREAK: Conversation, Coffee & Refreshments
10:50 PANEL: One Team: Marketing & Sales Alignment in Financial
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John Aguilar, SVP Head of U.S. Intermediary Marketing, Neuberger Berman
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Jason Farago, Global Head, Insurance Asset Management Marketing & Comms, & Latin America Marketing, DWS Group
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Kerri Murtha, Managing Director, Head of Americas Client, Marketing, Nuveen, a TIAA company
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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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Paul Zettl, EVP, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers
11:25 PRESENTATION: Today's Media Outlook in Financial Services
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Britt Hunley, Executive Director, Strategy and Insights, Ptarmigan
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Scott Sidhu, Associate Director, Strategy and Insights, Ptarmigan
12:00 PANEL: New Face of Media & Content: Connecting with Financial Audiences Today & Tomorrow
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Amy Appicelli, MD, Head of Marketing, Americas, EQT Group
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Scott Anderson, Senior Vice President Marketing, Alger
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Doug Hensey, SVP, US Head, Financial Communications, Cognito
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Daniel Kaepplinger, Vice President, Client Integration, Fundamental Media
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Jeremy Rudolph, General Manager - Financial Services, Banking & Insurance, Goldcast
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Ryan Stone, Manager, Digital Content, Harding Loevner
12:35 INDUCTION: 2026 Gramercy Institute Rising Stars in Financial Marketing
12:45 CLOSING WORDS
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
