Vested | Financial PR & Marketing

Who We Are

Trusted Advisors to the Best Brands in Finance

Vested is a global marketing and communications consulting firm trusted by the best brands in finance. From banks to asset managers and fintechs, from London to New York and Toronto, Vested supports financial marcomms leaders as they tell the complex and fascinating story of money and its impact on our lives.

We are a collective of strategists, experts, creatives, former investment professionals and financial reporters, advising CEOs, CMOs and CCOs on their brand at the highest levels.

As the only marketing firm to work with FINRA, the FCA in the US and the CFA in the UK to train our teams, the only PR group with a Chief Economist and the only brand consultancy with its own VC fund, our clients rely on Vested’s financial acumen and trust us to deliver creative outcomes and outsized business results.

Clients come to Vested for our integrated approach and our fresh take on communicating even the most complex messages. We’re the first choice for the biggest and best – which is why the world’s two largest financial information providers both trust us to make their data compelling. It’s why two top-ten investment banks have turned to Vested to tell their technology stories. And it’s why key players in the National Market System rely on Vested to explain how they support the fabric of finance. We collaborate with the Museum of American Finance to tell the story of our industry’s past and with leading fintech brands to shape the industry’s future.

Group Vested

Vested knows that modern financial CMO’s and CCO’s need more than just great paid, owned and earned media. To support financial storytellers around the world, we built the Group Vested platform of innovative professional services, technology, events and education businesses to power the best financial brands.

A free platform that connects business and finance journalists with vetted expert sources, enabling communications leaders to identify trends and inform tomorrow’s financial stories today.

A community of leading financial marketers and storytellers created to help them find inspiration from exclusive content, share best practices and build their personal brands through speaking opportunities and private networking events.

Website development and digital marketing for fintech clients. Creating websites that are discoverable, user-friendly, responsive, bloat-free, accessible, secure and easily editable.

A full-scale public relations and communications program designed specifically to cater to startup, early-stage and recently launched financial services brands and products.

Financial Studio logo

The creative solution that offers companies at all stages of their growth the ability to establish, expand, or refresh their brand in a scalable way without lengthy, expensive retainers.

An investment fund to support ultra-lean fintech startups with a unique combination of money, network and exposure.

A business journalism news site that covers media moves, the business of news, job postings, and resources for student journalists.


Dan Simon


Binna Kim

Group CEO

Ishviene Arora

President & Chief Client Officer

Amber Roberts


Elspeth Rothwell


Corey Goldman

CEO, Canada

Christina Bertinelli

Chief Integrated Officer

Eric Hazard

CEO, Vested Ventures

Loreal Torres

Chief People Officer

Milton Ezrati

Chief Economist

Kevin Trowbridge


Seth Rosenstein


Barry Janay

Chief Legal Officer

Jacqueline Gogel

Managing Director, US

Katie Spreadbury

Managing Director, UK

Kristina Pereira Tully

Managing Director, US

Jo Field

Director, UK

Adrienne Robbins

Director of Operations

Danny Calogero

Director, UK

Sophie Paterson

Associate Director, UK

Henry Adams

Associate Director, UK

Amelia Graham

Account Director, UK

George Pitt

Account Director, UK

Marian Daniells

Vice President, US

Kerry Mullen

Vice President, US

Chad Schmidt

Vice President, US

Jaime Ibrahim

Creative Director

Adam Bernards

Creative Manager, US

Savannah Waranis

Senior Project Manager, US

Tyler Armey

Project Manager, US

Jessie Smiley

Senior Account Manager, US

Brian Doheny

Senior Account Manager, US

Megan Lloyd

Senior Account Manager, UK

Phil McMahon

Senior Account Manager, US

Ibby Hussain

Senior Account Manager, US

Brandon Jones

Senior Account Manager, US

Caroline McMullan

Agency Marketing Specialist

Ryan Lannon

Account Manager, Canada

Lexy Siegel

Account Manager, US

Dakota Weatherford

Account Manager, Canada

Caroline Andrews

Account Manager, US

Corey Law

Account Manager, US

Madison Perrott

Senior Account Executive, US

Natalie Boyajan

Senior Account Executive, US

Sarah Richter

Senior Account Executive, US

Austin Downey

Senior Account Executive, US

Samantha Clark

Senior Account Executive, US

Natasha Ramsammy

Senior Account Executive, US

Marcus McGrigor

Account Executive, UK

Geri Cheng

Account Executive, UK

Madeline Fusato-Zammit

Account Executive, Canada

Gabby DiCarlo

Account Executive, US

Ellery Smith

Account Executive, US

Sydney Angelov

Account Executive, US

Marte Eggleston

Account Executive, US

Laura Nascimento

Account Executive, US

Olivia Bagatelle

Account Executive, US

Alex Bennie

Account Executive, Canada

Emma Rayder

Account Executive, US

Julia Kotaev

Account Associate, US

Alexia Zac Zac

Account Associate, US

Delani Morgan

Account Associate, US

Holly Stiller

Account Associate, US

Megan Henry

Account Coordinator, Canada

Nikki Barachina

Talent and Culture Manager

Joanna Barragan

Office Manager, US

Kristen Kochendoerfer

Senior Executive Assistant, US

Lexi Honnas

Business Development Consultant

Christine Jeanine Nielsen

Resource Manager

Christine Baynes


Samuel Kagansky

People Administrator

Jen Litarowich

Executive Assistant, US

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