Dan is a writer and senior financial communications specialist with over 15 years’ experience in PR, Marketing & Advertising. Dan has led campaigns for some of the biggest brands in finance and FinTech, including Bloomberg LP, J.P.Morgan, and Citigroup. Dan is a regular columnist for Forbes,Markets Media and CoinTelegraph and he co-chairs the Museum of American Finance Communications Advisory Board.
Binna Kim is an expert communications consultant with over a decade of experience working with financial services brands, including RBS, American Express, BBVA Compass and Lord Abbett. She has also helped major tech companies target the financial services vertical, working with firms such as Oracle, Intel and AT&T. As a multi-channel, integrated communicator, Binna thinks holistically about how brands can leverage earned, owned, shared and paid media to achieve results. From international advertising campaigns to targeted media relations, Binna is channel agnostic and focused on the end objective.
Ishviene has managed and executed integrated communications programs for a wide range of financial services clientele, including Citi, Nomura, and BBVACompass. She works closely with firms to identify compelling stories, position executives appropriately in the marketplace, and achieve desired results. Ishviene was a Director at financial PR firm, Cognito for 10 years, prior to which she was at specialist investor relations firm Taylor Rafferty where she was an associate in the media group. Ishviene is a 2014 award winner of Bulldog Reporters’ PR Gold Award for Financial Communications Professional of the Year.
Elspeth heads Vested’s UK office, bringing nearly 20 years experience in financial services communications. With client experience spanning major institutions from American Express, Brewin Dolphin, HSBC and Virgin Money to niche disruptors and challengers, Elspeth champions a planning-led approach to delivering audience-first, channel-agnostic campaigns. Elspeth joined Vested from FTI Consulting where she was a Managing Director running strategic planning and campaigning initiatives for financial services clients. Prior to that, Elspeth was Deputy Managing Director and head of financial services at Consolidated PR.
Ali strives to help financial services clients connect with their audiences using more than words. By creating unique and impactful visual communication, Ali helps brands–both new and established–stand out in a crowd. Previous to Vested, Ali spent 6 years at Cognito, where she headed a team of talented individuals and helped clients like ITG, Oracle, Tradeweb and IPC reach their design and marketing goals. Ali holds a Bachelor of Design from NSCAD and The Cooper Union.
Eric Hazard is a financial technology and communications veteran identifying investment opportunities for Vested Ventures, structuring investments and integrating portfolio companies into Vested’s complete suite of communications services. During his career, he has worked with some of the most recognizable brands in financial services—such as Charles Schwab, BNY Mellon, Northern Trust, SWIFT and Deutsche Bank—to identify target markets, launch new products and bring a clearer focus on the value proposition through brand development. Eric began his career at Morgan Stanley as a financial advisor and later worked in the corporate treasury department at Michaels Stores and at Asset International, publishers of Plan Sponsor, Plan Adviser and Global Custodian, as a journalist and publisher. Eric holds a certificate in Fintech from MIT and is the host of the online video series Focus on Fintech.
Matt is a business development professional with ten years of experience, five of which were spent working inside financial PR & marketing firms. Matt manages all central marketing and business development activities for the firm and oversees the development and sales efforts for Vested’s proprietary technology and data platform, VIQ.
Jacqueline Gogel is an experienced integrated communications professional and has spent the majority of her career focused on the financial services and technology sector. She has developed and executed a variety of campaigns across an array of institutions and financial technology brands, such as Citi, Diebold, Marqeta and Xignite, to raise the profile of the brands and executives within the marketplace. She has also held a communications and social media director role at a private trade show company. Additionally, Jacqueline was named a finalist for the PR Daily “PR Rookie of the Year Corporate/Agency” award earlier in her career. She earned her Master of Public Administration and Bachelor of Political Science from Pace University.
Hod Klein is a financial communications professional with particular expertise in asset management. Throughout his career, he has used his extensive knowledge of the financial services industry and experience with media to advise major financial institutions, including hedge funds, private equity firms, mutual fund and ETF providers, private banks, and broker-dealers. He has guided brands on their public image, working closely with clients at launch phase, acquisition and crisis. As a result, companies he has worked with consistently maintain an outsize positive reputation in the public sphere.
Adrienne Robbins is an administrative expert with over ten years’ experience in office management, supporting C-level executives and ensuring organizational perfection. At Vested, Adrienne is responsible for the agency’s day-to-day operations and financial management. Prior to landing in financial services PR, Adrienne held logistical roles in the advertising and contracting fields. Adrienne graduated with honors from Arizona State University, where she studied Communication (and ate far too much Mexican food).
Courtney Chennells is a senior Account Manager who leads integrated communications programs for both institutional and fintech clients at Vested. Previously, she spent four years helping large institutions – including hedge funds, PE firms and real estate investment managers – execute successful external communications strategies at global consultancy firm, FTI Consulting. Originally from South Africa, Courtney is especially passionate about financial inclusion, and enjoys telling the stories of fintech companies who are working to broaden access to financial services.
Marian sits at the epicenter of Vested’s digital marketing, content and creative capabilities. She’s a storyteller, drawing on her experience as a multimedia journalist to extract the best material from clients. She then looks to leverage those stories in innovative ways, connecting with audiences across multiple platforms and ultimately converting empathy into action. Prior to joining Vested, Marian worked at two other financial agencies, supporting clients including: multiple teams and executives at Ernst & Young (EY), TaxAct, Rabobank, the Financial Accounting Foundation / FASB, and CreditCards.com.
Lauren Pozmanter is an Account Manager on the Vested team with over four years experience working with both capital markets and fintech clients. Lauren has managed and worked on a mix of Fortune 600 companies and startups including Diebold Nixdorf, Xignite, Marqeta, ComplySci, ING and Capco. Prior to joining Vested, Lauren held positions at Cognito and Worldwide Business Research, where she focused on building PR programs around events across multiple verticals including financial services, ecommerce, retail, healthcare and media. Follow her at @lnpoz!
Seres is a Senior Account Executive at Vested, having previously worked at the financial communications agency Macmillan Communications and APCO Worldwide, a global public affairs consultancy. Her experience includes executing integrated communications plans for financial institutions and fintech startups, producing content across a range of media, and supporting Chinese market entry projects for multinational firms. Seres holds a masters degree from the Columbia University Graduate School of Journalism.
Ibby specializes in social media and search engine marketing leveraging paid/organic tools to build positive brand awareness for his clients. As a Senior Account Executive he also manages the day-to-day needs of Vested’s clients. Previous to Vested, Ibby worked for a financial PR and marketing agency where he worked on a range of clients including Mirae Asset Management, Nomura Research Institute and Oracle Financial Services. He graduated with a B.B.A. in Finance from Pace University.
Emma Clarke is a Senior Account Executive at Vested, where she supports clients’ day-to-day needs. Emma brings integrated communications background having formerly done work at advertising agency J. Walter Thompson. She has worked on brands large and small including The Eric Trump Foundation and Wind Energy Development, LLC. Before Vested, she graduated early from the University of Rhode Island where she studied public relations and French.
Maggie Monaghan is a Senior Account Executive at Vested, where she works directly with senior executives to deliver media relations services, initiatives and projects for clients. Prior to Vested, she was with JConnelly, a PR and marketing agency, supporting client campaigns within the financial services industry. She graduated from Rutgers University with a bachelor’s degree in journalism and media studies.
Biz Cozine is an Account Executive at Vested, where she works with clients to assist on a number of communications matters, including thought leadership development and placement, media engagement and strategy. Prior to joining Vested, she was a Consultant in FTI Consulting’s Strategic Communications segment in New York, specializing in financial services and working with clients across wealth management, private equity, and asset management, among others. Biz graduated with a B.A., cum laude, in Strategic Communications and a minor in Psychology from Elon University.
Emily Baldwin is an Account Executive at Vested, where she helps support the daily needs of clients. Emily most recently worked for Bloomberg Corporate Communications, assisting in Bloomberg for Enterprise and Analyst Relations. She also worked for Integrated Corporate Relations (ICR), supporting clients such as Salus Capital Partners, Landmark Apartment Trust and Denny’s. Emily graduated with honors from St. Lawrence University, where she studied Communications and Government.
Sofia is an Account Executive at Vested UK. She has worked with various financial services firms to help with content writing, media relations and executing successful PR campaigns. Prior to Vested, Sofia was an Account Executive for Templars Communications; a London-based PR firm specialising in financial services, acquired by Vested in January 2018. She graduated from the University of Kent with a first-class bachelors degree in Comparative Literature with English and American Literature.
Lucas Pergament graduated from the University of Michigan with an English degree. His passion for writing, social media, and finance is a perfect fit for the Vested community. Previous to Vested, Lucas worked for a social media marketing firm where he represented a variety of consumer-focused clients. Managing his own portfolio with money earned from summer jobs since the age of 15 has allowed Lucas to become very familiar with the stock market and finance.
Vish is a media intelligence expert with five years of experience in the industry. He works with institutions such as Citigroup and London Stock Exchange to optimize their media outreach and forge valuable relationships with the leading voices in the financial community. He most recently spent four years at Gorkana where he spearheaded database expansion initiatives and served as lead for the company’s editorial operations. He graduated with a B.S. in Marketing from New York University’s Stern School of Business and is a native New Yorker.
Milton Ezrati is an economist, investment manager, and author. He was most recently the Chief Economist for Lord Abbett one of the oldest investment firms in the U.S. He is also the author of Thirty Tomorrows:The Next Three Decades of Globalization, Demographics, and How We Will Live and Kawari.
James is an environmental portrait photographer. As Director of Photography James curates both images that document and conceptualize the intent of Vested. James has 7 years’ experience with the medium, specifically in the finance industry working with a range of financial and corporate clients including Credit Suisse, Compliance Science, Forbes. With a BFA in Photography from Pratt Institute the art is always thought out side by side with business.
Barry Janay is Vested’s go-to for all things legal. He’s a seasoned attorney who has worked in-house and as outside counsel to Fintech and communications companies for a dozen plus years. Whether it is navigating the morass of rules and regulations governing financial firms, negotiating contracts, or avoiding restricted airspace (he’s also a pilot) he has an innate ability to efficiently get legal work done so that the team at Vested can focus on their clients. He’s a no-nonsense, trusted advisor and we’re glad he’s in our corner!
Mr. Seth Rosenstein is an award winning, senior financial and business operations leader with more than 25 years of experience working for major global blue chip organizations such as the National Basketball Association (NBA) and Polo Ralph Lauren.
Mr. Rosenstein is a 3-time Alumni from FDU with 2 Master’s Degrees and a Bachelor’s Degree. Mr. Rosenstein has served the University for the past 9 years as an active member of the Alumni Board of Governors and also serves as an Adjunct Instructor at FDU and Felician University. Mr. Rosenstein resides in Morris County, NJ with his wife and 2 children.
Ash is a graphic artist whose clients span corporations, startups, nonprofits and individuals. His corporate clients include Walmart, IBM, JC Flowers, and Pfizer, and he’s also collaborated with nationally renowned performance artists Bao Phi and Bora Yoon. He was previously director/producer for Essence magazine’s in-house production company, Essence TV.
Bonita hails from Beverly Hills and can walk on two legs. This Beverly Hills Chihuahua is crazy about blockchain, mostly because she thinks it’s something you can bedazzle your collar with! She plans on taking her Series 7 as soon as she finally catches the squirrel that runs through her yard six times a day.
If you’re looking for Bonita, check three places: the kitchen, your lap or someone else’s lap.
Buck is admittedly less fashionable than Bonita, but he has a nose for both Beggin’ Strips and client management. Hailing from North Carolina, Buck brings with him a little bit of southern charm, and occasionally wears themed bow ties. You can find him on any soft surface in the office (laps included), eating random plastic objects on 38th Street, or sniffing out the latest trends in integrated work.