Marketing & Communications Intelligence for The World’s Leading Financial Firms



Blacklight /MA 

DiMassimo Goldstein


Fundamental Media



Partners & Simons

Ptarmigan Media

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The Gate | New York

The Ricciardi Group

Water & Wall Group


Wednesday, January 17, 2018 from 8:00 AM to 1:00 PM EST
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Thomson Reuters
3 Times Square
30th Floor
New York, NY 10036



Samantha Wreaks
Gramercy Institute


So Long, ‘17! The Year Ahead in Financial Marketing

The Gramercy Institute is pleased to announce a remarkable gathering of the top minds in financial services marketing. Gramercy Forum: NYC takes place at Thomson Reuters’ 30th Floor Auditorium (3 Times Square) in New York City on Wednesday morning January 17, 2018 (8:00AM-1:00 PM). Breakfast will be served.

Here, the very brightest senior leaders at the world's top financial and marketing brands will be chiming-in on our overarching theme: So Long, ‘17!  The Year Ahead in Financial Marketing. 


Financial_s Top 12 Agencies At this forum Gramercy Institute will also award and celebrate the achievement of “Financial’s Top 12 Agencies” which have advised and served their financial clients in extraordinary ways and have delivered their financial clients’ marketing to the highest levels of industry excellence and successful end result.




  • Bernadette Bridy, Vice President, Marketing, FS Investments
  • Tammy Cash, EVP, Head of Marketing, Horizons ETFs
  • JP Gravitt, President, Director of Research, Market Realist
  • Daniel Harley, Retail Marketing Executive, Vanguard
  • Ray Hennessey, Chief Innovation Officer, JConnelly
  • Ann Hynek, Executive Director, Head of Digital Content Marketing, Morgan Stanley
  • David Landau, Head of Digital Acquisitions and Loyalty Marketing, Onsite & Email, Citi
  • Craig McLaughlin, Chief Executive Officer, Extractable
  • Erin Meijer, Director, Thought Leadership and Content Strategy, Guardian Life
  • Kimberlee Mertz, Managing Director, Brand and Marketing, Barclays Capital
  • Andrew Most, VP, Creative & Content Strategy, Columbia Threadneedle
  • Ed Nini, Head, ETF Investment Marketing, OppenheimerFunds
  • Michael Rodov, Chief Executive Officer, Market Realist
  • Mike Schott, Publisher, Financial Planning
  • Adam Snyder, Vice President, Corporate Communications, MUFG
  • Bob Verrico, Founder & Executive Chairman, InvestingChannel
  • Dave Yudoff, Director of Marketing Operations, Duff & Phelps


  • Great Expectations: Agency Excellence for Financial Marketers
  • Brand Power: The Importance of an Important Financial Brand in 2018
  • Media Dada: Making Sense of Owned, Earned & Purchased in Financial
  • Marketing Management: The Complicated Work of Keeping it Simple
  • Long Live Content: Financial’s Modern Relationship-Builder
  • Lead Gen: Best Practices in Connecting with The Right Prospects



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