Intelligence

Vested Named Top Financial Marketing Agency by Gramercy Institute

dan

Dan Simon

CEO

Vested is thrilled to be named a Top Financial Marketing Agency by the Gramercy Institute. The agency was honored alongside Copylab, DiMassimo Goldstein, Extractable, Fundamental Media, Imprint, MERGE Boston, MODCO Media, NewsCred, Prosek, Ptarmigan Media, Public Imaging GmbH, and Water & Wall Group.

After opening remarks and award announcements during the ceremony at Thomson & Reuters, the Vested team heard from a range of financial marketing pros about the future of the industry. Bernadette Bridy, Head of Product Marketing at FS Investments; Mark DiMassio, Chief of Dimassio Goldstein; Kat Galligan, SVP of Global Wealth and Philanthropic Solutions Marketing at US Trust/Merrill Lynch; and John Khoury, Managing Director & CMO at Oppenheimer & Co. shared their perspective on why financial marketing matters–especially in 2019, as we head into a bear market.

Later, Christina Cenci, Director of Account Management at InvestingChannel; Catherine Weigel, Vice President of Content at ProShares; and John Branchel, SVP of Content Marketing Executive at Bank of America took a deep dive into how to keep content competitive and engaging, and the importance of brand authenticity–and how it translates to content–to an audience that no longer believes in institutionalization.

The group also heard for Michael Ellison, CEO of Corporate Insight on the importance of financial wellness, the gender gap between male and female’s financial habits and health, and the overwhelming need for employers to incorporate financial wellness into their benefits.

Last but, of course not least, was the panel on what makes for an effective marketing team in financial services. David Blackburn, Head of Digital Marketing for DTCC; Maureen Duff, Managing Director of Global Head of Marketing at Pershing (a BNY Mellon Co.); Gail Gross, Director of UHNW Segment & Field Enablement Marketing at Bank of America; and Dan McGrath, Executive Director of Strategic Marketing & Communications at UBS discussed the importance of having a balanced mix of general marketing pros alongside highly specialized staff.

It was a fantastic and insightful morning with some of the best in the biz, and excited to kick off 2019 on such a high note.

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