GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2025
FINANCIAL CONTENT MARKETING AWARDS
Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences and to usher them along their respective journeys toward end objectives. The result: content marketing has become a significant plank in nearly every financial marketing
platform. This award was established to recognize excellence & achievement in
FINANCIAL CONTENT MARKETING.
Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.
An award ceremony will be held in New York City on Thursday, September 25, 2025 at
Gramercy Institute's Financial Marketer's Forum & Awards: NYC.
SINGLE-COUNTRY AWARDS
Asset Management BB
Clark Capital Management Group
"Live From Philly: Redefining Advisor Engagement in Real Time"
Asset Management BC
Scarborough Capital Management
PARTNER: Amplify Reviews
"Client Testimonial Strategy:
Advisor Reviews, Unified Brand"
Asset Management BI
AllianceBernstein
PARTNER: Living Group
"SMA Service Model:
Helping Financial Advisors Work SMArter"
Asset Management BMT
J.P. Morgan Asset Management
"Education Savings
College Planning Essentials"
Banking-Commercial Lending
Valley Bank
"Beyond the Balance Sheet"
Banking-Merchant Services
Ernst & Young
EY-Parthenon
"EY-Parthenon and Coinbase 2025 Institutional Investor Digital Assets Survey"
Banking-Retail Services
Fiserv
"Elevate Automated Life Cycle
Email Marketing Program"
Corporate BB
EY
"Navigating Uncertainty: How Boards Can Effectively Govern Through Policy and Geopolitical Disruptions"
Corporate BI
Breckinridge Capital Advisors
PARTNER: Collective Next
"So, You Think You Want a
Muni Bond Ladder?"
Insurance BB
TIAA
"TIAA Annuity Payout Advantage"
Insurance BC
Guardian Life
Guardian
"Chinese-American Pilot Campaign"
Investment Banking
Citizens Commercial Banking
PARTNER: Mintz + Hoke
"Citizens Commercial M&A
Outlook 2025 Campaign"
Investment Trust
Aberdeen
Aberdeen Investment Trusts
"Aberdeen Investment Trusts –
Investing for Children This Christmas"
Miscellaneous Financial BC
Peter Harding Wealth Management Ltd
"There’s a Conversation We All Need to Have"
Miscellaneous Financial BB
State Street Corporation
State Street Alpha
"State Street Marketing Program, Australia"
Miscellaneous Financial - Internal
Nationwide Financial
"Experience the Extraordinary - 2024 Internal Associate Annuity Awareness Campaign"
Mutual Funds
Meeder Investment Management
"All-Star Lineup |
Tactical Equity Funds Rated by Morningstar"
Personal Investing BB
Scholar's Edge 529
PARTNER: Ext. Marketing
"Scholar's Edge Playbook"
Personal Investing BC
Cary Street Partners
"CIO in Your Corner
& Weekly Market Brief Series"
Personal Investing BI
Transamerica
"Guiding Clients in The Age of
Financial Misinformation"
Recruitment
Citadel and Citadel Securities
PARTNER: Code and Theory
"Boundless 2025"
Retirement Services BB
MissionSquare Retirement
"SECURE 2.0"
Retirement BC
Principal Financial Group
PARTNER: IMPRINT
"Participant E-Newsletter Optimization"
Wealth Management BB
Natixis Investment Managers
"Natixis Investment Managers Solutions
Direct Indexing Investing Strategies -
Portfolios That Put Taxes First"
Wealth Management BC
RBC Wealth Management Canada
RBC Dominion Securities
"Hewson Wealth Partners of
RBC Dominion Securities Website"
Wealth Management BI
PARTNER: Intention.ly
Integrated Partners
"The Organic Growth Tool Kit"
Category Abbreviation Legend
BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary
BInst=Business-to-Institututional
BMT=Business-to-Multi-Target
MULTI-COUNTRY AWARDS
Asset Management BB (Tie)
Nuveen
PARTNER: The Dubs Agency
"EQuilibrium Institutional Investor Report"
Asset Management BB (Tie)
LSEG
"The Hedge Fund Huddle Podcast"
Asset Management BMT
Invesco Ltd.
Invesco
"Bond Market Insights"
Asset Management BC
UBS Asset Management
"The Red Thread: Europe Edition"
Asset Management BI
First Eagle Investments
"2025 Good as Gold"
Asset Management BInst
PGIM
"PGIM Credit Convergence Campaign"
Banking
BMO Financial Group
"BMO Capital Markets, BMO Financial Group
Markets Plus Podcast"
Corporate BB
Wilmington Trust
"Loan Market Insights eBook |
The 2020s: A Decade in Transition"
Corporate BI
Wellington Management
"Wellington Management – Private Investing
Private Market Video Series"
Investment Banking
Barclays Investment Bank
"Powering AI 2"
Miscellaneous Financial BB
BMO Financial Group
"BMO Capital Markets, BMO Financial Group
Sustainability Leaders Podcast"
Miscellaneous Financial BC
TIAA
"Essentials by TIAA"
Miscellaneous Financial BI
BNP Paribas Asset Management
PARTNER: AML Group
"How Streamlining a Content Journey Made a Simple, Award-Winning Idea Even Better"
Miscellaneous Financial BMT
Sands Capital
"Emerging Markets Growth
Strategy Campaign"
Personal Investing
BMO Financial Group
"Tariffs & Trade:
Leading Through Uncertainty Series"
Recruitment
Citadel and Citadel Securities
PARTNER: MoFilm
"Extraordinary Colleagues"
Retirement Services
SalesPage
PARTNER: Leibowitz Branding & Design
"Website Content and Design"
Securities & Commodities Exchanges
CME Group
"CMEGroup.com
Subscription Center Redesign"
Wealth Management BB
State Street
"2025 State Street Private Markets Study - Driving Success in Volatile Environments"
Wealth Management BI
Coller Capital
"Coller Capital’s Secondaries Institute"
Wealth Management BMT
Neuberger Berman
"Solving for 2025"
REGISTER TO ATTEND FORUM AND
AWARD PRESENTATION
Event Date: Thursday, September 25, 2025 (8:00AM-1:35PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st New York, NY 10019
For questions about sponsorship please contact Gramercy Institute
JUDGES
Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.
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Matthew Alsted, Head, Marketing & Communications, Sands Capital
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Claire Blackwell, CMO, Independent
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Geoff Candy, Head, Content - International, Natixis Investment Managers
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S. Leith Chahed, VP, Digital Marketing & Analytics, MissionSquare Retirement
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Lara Coleman, SVP, Advertising + Content Marketing, FS Investments
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Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group
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António Costa, Head, Demand Generation Marketing, Aon Affinity, Aon
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Jon Ellenberg, SVP, Head of Marketing, Bank of America Private Bank & UHNW Segment, Bank of America
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Claire Evans, Head, Marketing, Managing Director, UBS Asset Management, UBS
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Joy Falconer, Executive Director, JPMorgan Chase & Co.
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Nick Gassaway, VP, Marketing Manager, Glenmede
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Angela Giombetti, Chief Marketing Officer, Wealthspire Advisors
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Nicola Harley, Head, Global Content Strategy & Platforms, Morningstar
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Grace Hussein, Managing Director, Head, Web Strategy, Nuveen, a TIAA company
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Laura Jones, VP, Head of Media & Content Strategy, VanEck
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Andrew Kelly, Chief Marketing Officer, Global Head of Brand, Coller Capital
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Charlotte Lamb, Head of Marketing, Rathbones Group
Simeon Lando, Chief Marketing Officer, Thredd -
Jessica Leggett, Director, Marketing & Brand Strategy, Harrison Street
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Keri Lubanski, VP, Marketing Manager, Private Wealth, Hamilton Lane
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Kajsa Lucas, Director, Head Channel Marketing, Federated Hermes
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Alex Ourris, Head of Marketing, EMEA, PineBridge Investments
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Michael May, Director, Business Development, Epsilon
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Patty McAuley, SVP, Head, Marketing, Clark Capital Management Group
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Scott McKay, Head, Marketing & Communications-Americas, Schroders
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Veronica McKee, Chief Marketing Officer, The Haverford Trust Company
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Kirti Naik, Global Head of Brand Experience, Neuberger Berman
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Dominica Ribeiro, Chief Marketing & Distribution Officer, Breckinridge Capital Advisors
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Jen Simonds, VP, Brand Strategy & Content, Ameriprise Financial Services
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Daniel Tauber, Marketing, Blackstone Private Wealth, Blackstone
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Susannah Wardly, SVP Marketing, Natixis Investment Managers
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Jaclyn Waterman, Director of Marketing & Strategic Initiatives, Axcelus Financial
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Drew Ward, Senior Director, Investments Marketing, Transamerica
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Jeff Wilson, SVP, Head of Marketing—Business, Corporate & Investment Banking, Citizens
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Leah Curtis Wolf, Chief Marketing Officer, Meeder Investment