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.
Amber brings 15+ years of experience leading strategic, financial and crisis communications initiatives and integrated public relations programs for buy- and sell-side financial services companies and a variety of organizations serving the financial industry. Her expertise lies in developing and executing fully integrated communications campaigns that drive business results and are sustainable and scalable in today’s dynamic regulatory and competitive environment. Amber has advised on communications strategies for more than 50 mergers and acquisitions and has worked with more than 15 retail and corporate banks and a roster of alternative asset, investment, private equity and wealth management firms, broker-dealers, investment banks and financial advisors. She’s also counseled companies of all sizes, including Fortune 500’s, in crisis situations. Amber earned M&A Advisor’s Emerging Leader award in 2016 and was a Bulldog Awards Winner for Excellence in Media and Public Relations in 2011.
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.
Kevin grew up in Michigan, and studied Electrical Engineering at Michigan Technological University. He also traveled to Switzerland and Mexico to earn a minor in Romance Languages. As a teen Kevin loved the early internet. After college, inspired by companies such as Google, he moved to the Bay Area, entering the tech world as a Technical Writer for Ariba. Then, he was hired as “first QA person” for an early stage startup. Since 2009 he has contributed to more than 15 projects, with leading roles in The Bold Italic, An Event Apart, Creative Bug, Wheelz, and HitRecord.
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.
Christina Bertinelli is a veteran marketer in the financial services space. She has more than 20 years in financial services communications focused on investor communications and financial storytelling, she has a long track record working with private equity firms, hedge funds, and insurance companies.
Over the last two decades, Christina has led multiple investor-focused communications programs including merger and acquisition announcements, annual general meetings, IPO roadshow presentations, proxy fight comms support, and fundraising. She’s played an integral part in the marketing strategies for J.C. Flowers, Vornado Realty Trust, MidOcean Partners, Vestar Capital, Third Point and Morgan Stanley as well as a number of emerging companies in the fintech arena.
Prior to joining Vested, Christina spent four years as a senior partner at Lumentus, a digital and creative agency in Manhattan. She also founded and managed the New York office of Instinctif Partners, a top UK-based communications agency; served as VP of account management at GO Productions, a boutique creative agency; and was the SVP of client relations at Broadstreet, a corporate and marketing communications firm.
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, Qwoted.
Loreal is Vested’s Chief People Officer, leading people initiatives such as recruiting, employee development and engagement. Prior to joining Vested Loreal worked at Vision 7 International supporting people and operational initiatives for several of their US brands including Citizen Relations, The Narrative Group, and Jungle NY. She also worked at Cognito and Hundred Stories PR. Loreal received her M.S in Organizational Leadership and Human Resouces from Quinnipiac University and her B.S in Public Relations from Syracuse University. Loreal is a native New Yorker who can be found enjoying the sights of Brooklyn when she’s not at Vested.
Katie works in Vested’s London office and has 13 years’ experience in the financial services industry across a wide range of sectors including mobile payments, insurance, savings, credit cards and business banking. She is skilled at planning and strategy development, audience analysis, project management and delivery, and is able to quickly identify what a client needs to deliver results. Katie has worked for well-known brands such as HSBC, Barclays, American Express and Allianz. Her passion is for understanding audience behaviours, the triggers to change them and delivering integrated campaigns to affect a change.
Katie participated in the 2016/17 Women in PR Mentoring Scheme which aims to encourage and support more female leaders in the communication industry.
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 Nixdorf, BBVA Compass, Xignite and PeerStreet, 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 was also named to PR News’ Rising Stars 30 and Under awards in 2017. Jacqueline earned her Master of Public Administration and Bachelor of Political Science from Pace University.
Marian is a vice president at Vested and 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.
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).
Sophie is an Associate Director in the UK office. A storyteller by nature, she’s activated brand campaigns and built integrated programmes for a range of businesses from major consumer finance brands and banks through to challenger brands and start-ups. She specialises in breaking down stories and narratives for different audiences and holds a bachelor’s degree in Geography from the University of Leicester. She spends her spare time reading, cooking, or seeking out the best foodie spots around London, and is a keen traveller.
Erica Thompson is Vested’s head of agency marketing and leads the firm’s shared, earned, owned and paid efforts. As a former reporter for The Boston Globe, Boston.com, the New York Daily News, and other publications, storytelling is at the root of Erica’s passion. She’s covered a multitude of beats including arts & entertainment, politics and real estate, and understands how to engage and retain audiences through a narrative. This, combined with her previous experience as a social media manager and digital producer, allows Erica to elevate Vested’s message across various platforms to drive sales and brand awareness.
Seres is a Senior Account Manager 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.
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!
George is a Senior Account Manager at Vested, having previously worked at the financial communications agency Lansons. He has built significant experience in corporate, B2B and consumer communications, leading and implementing the strategic programs in asset management, banking and technology spaces. George holds a Masters degree in Chemistry from the University of Nottingham.
Ibby Hussain is an integrated marketing consultant who combines results-driven digital strategies with visual creative to drive brand awareness and sales for clients. Ibby has deep expertise in digital advertising, social and programmatic content marketing and leverages paid and owned channels to support integrated campaigns. Ibby uses his passion for finance and channel-agnostic thinking to bring clients to the forefronts of their industry. Ibby has built and executed award-winning multi-channel programs for some of the most recognizable names in finance, including Rockefeller & Co., Investopedia and Mediant.
Emma Clarkeis an Account Manager at Vested, where she leads strategy and day-to-day execution for some of the most recognizable names in institutional and consumer finance, including Morgan Stanley Private Wealth Management, Elevate Credit (NYSE:ELVT), and Golub Capital. Emma leverages integrated communications strategies to tell holistic brand stories and achieve her clients’ business goals. Emma brings deep media relationships and content creation/amplification skills, as well as a sharp eye for detail. She sits on the Associate Board of the Council for Economic Education.
Kerry Mullen is an account manager at Vested, where she leads integrated marketing and media relations campaigns for a diverse set of financial services and fintech companies. A storyteller at heart, Kerry has a passion for articulating financial brand stories in the media and through owned channels, including data-heavy surveys, podcast series, short-form articles, and compelling thought pieces. Prior to Vested, Kerry established a strong repertoire of media relations, content creation, and survey development capabilities at Bliss Integrated Communication. She got her start in communications at the Urban Institute, a DC-based public policy research organization. Kerry holds a bachelor’s degree from Gettysburg College.
Sena McGrand is an Account Manager at Vested who joined us from The PHA Group in London where she worked on the corporate team and supported with crisis management. While at The PHA Group, her work focused on leading strategy, profile building, content writing and day-to-day management of various accounts in the business, financial and legal sectors.
At Vested, she leads strategy, media relations and day-to-day execution for a range of our clients. Sena has a sharp eye for detail, leverages integrated communication strategies to best achieve her clients’ business goals, and brings with her deep media relationships. She holds a master’s degree (MLitt) in International Business from the University of St Andrews, Scotland.
Adrienne Kimis a Senior Account Executive at Vested, where she helps clients execute communications campaigns, including thought leadership development, media engagement and strategy. Prior to joining Vested, she was with The Glover Park Group, a boutique strategic communications agency, supporting a range of clients in the intersection of business, finance and public affairs on M&A, crisis and corporate communications. She graduated from Tufts University with a bachelor’s degree in international relations and history.
Brandon Jones works with clients to strategize and execute results-driven integrated communications programs. With experience working across a variety of sectors, Brandon counsels clients on how to adapt to an ever-changing communications environment to reach their target audiences. Prior to Vested, Brandon delivered full-service public affairs and advocacy campaigns for high-profile clients in California. He graduated with a bachelor’s degree in Journalism from California Polytechnic State University.
Amelia “Millie” Graham is a Senior Account Executive at Vested UK, where she supports press office activity and integrated campaigns across the alternative finance, investments and charity finance space. Before joining Vested, Millie worked at Rostrum, working on all things personal finance related. She is a keen linguist and holds a bachelor’s degree from the University of Bristol in Spanish and Portuguese. In her free time, Millie enjoys running and has run the London Marathon and is already looking to do the next!
Lucy Davies is a Senior Account Executive at Vested, with experience in large content-oriented projects for a number of Europe’s biggest banks – inspiring a love of “something I can get my teeth into” technical content development. She is particularly passionate about refining brand messaging, developing a creative, results-driven dialogue with clients, and – where appropriate – puns.
Lucy combines her passion for financial services and innovative, detail-driven thinking with experience across sectors to spotlight client expertise, positioning them in the vanguard of sector thought leadership.
Caroline Andrews is an account executive at Vested where she supports a range of clients with media relations and content development. She is a recent graduate of Barnard College where she majored in English with a concentration in American Literature and a minor in Economics. Prior to joining Vested, she was an intern at Nike Communications supporting media relations campaigns and event management for consumer lifestyle brands. She has also interned at Smoak Public Relations in her hometown of Greenville, South Carolina.
Corey supports his client teams to drive integrated strategies that connect the dots from media engagement and content creation to data and digital ads. He works with clients that span the financial spectrum from investment consultants to cryptocurrency. Prior to joining the Vested team, Corey spent time at Peppercomm where he supported the firm’s financial services clients and served on the agency writing team. He earned his B.A. in Communication, cum laude, from the College of Charleston.
Jenny Dellupo joined Vested’s UK office as a Junior Account Executive. She previously worked at Havas Paris where she was supporting French and international organisations across various sectors on media relations, public affairs and corporate communications across Europe.
Jenny’s experience spans financial services, energy, retail, and telecoms. She currently supports clients in investment management and fintech with activating their proactive newsrooms and content-led activity.
Jenny graduated from Sorbonne University in crisis comms management and speaks French, English, and Italian.
Paty Kim is a Graduate Associate at Vested, where she supports integrated client accounts that span from wealth management to venture capital. Prior to joining Vested, she interned at tech startups and niche investment companies where she delivered research on competitor publicity strategies, marketing analytics, and PR campaigns. Originally from Brazil, Paty is fascinated by the fintech ecosystems in Latin America. She holds a bachelor’s degree in international studies from Johns Hopkins University.
Noah is an Associate Designer at Vested’s New York office, where he helps established and emerging financial services companies develop their brand identities and hone their visual storytelling. He studied fine art and computer science at Amherst College and now specializes in the intersection between visual design and technology. In the past, he has worked in the fashion industry, and outside of Vested, he runs his own streetwear brand.
Kris Lam is an Account Assistant at Vested UK, where he provides support for integrated client accounts including crypto start-ups, consumer banks and alternative finance lenders. Prior to Vested, he was as a data specialist at the Competition Bureau of Canada and was heavily involved with the Enactus Organisation. With a passion for design, Kris spends his free time doing graphic design for various projects. Kris holds a B.Sc in Neuroscience and Mental Health from Carleton University and an M.Sc in Strategic Communication from the University of Liverpool.
Savannah supports a range of clients in the financial sector with integrated communication efforts, marketing and PR campaigns. Prior to joining Vested, Savannah was an investment consultant at Vanguard, where she received her Series 7 and Series 63 licenses. Her background includes interning at WNET, a PBS affiliate, where she specialized in aligning the communications efforts for the broadcast network. Savannah graduated from the University of Georgia, with a degree in public relations and a minor in Spanish.
Gabe is a Graduate Associate at Vested where he supports an array of clients with content development, strategic media planning, and marketing research. He is a recent graduate of Yale University where he received a B.A. in both Economics and Sociology. His background includes a rigorous experience as an academic research assistant at the Yale School of Management and both Yale Economics and American Studies undergraduate departments. Prior to joining Vested, Gabe interned at Morningstar where he worked within their Indexes department. Outside of Vested, you can find him shooting street photography in Brooklyn or reading the latest New Yorker issue.
Alaina supports a variety of financial clients across media relations and account management efforts. She strives to help each client team craft and tell their unique narrative. Alaina works with a variety of financial clients with a focus on real estate and private equity. Prior to joining Vested, Alaina interned for a variety of boutique communications agencies in public relations and social media departments. She also has experience in corporate communications helping to expand internal communication efforts and advance external marketing strategies. Alaina received her B.A. in Communications from the College of Charleston.
Jami supports account teams in executing integrated communications strategies. She works with a variety of clients in wealth management, securities lending, fintech, and venture capital. Prior to joining Vested, Jami worked at a strategic consulting firm High Lantern Group and on the communications team for the International Legal Foundation. At HLG, she advised clients in the pharmaceutical, tech, and financial services industries on their thought leadership and marketing campaigns. Jami graduated from NYU, where she received a B.A. in Political Science
Joanna supports office management and operations. Prior to joining Vested, Joanna was an Office Manager at JBCStyle, a boutique staffing agency, focusing on office management and employee on-boarding. She graduated with honors from Baruch College in New York City, with a degree in Corporate Communications.66
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.
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.
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!
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.
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.
Kitty Parry is Senior Advisor at Vested and brings deep experience in financial communications as well as the regulatory and compliance spaces. In 2014, Kitty was recognized as a Young Global Leader by the World Economic Forum for her entrepreneurial success.Kitty began her career at WPP as part of a team designed to help listed clients boost share prices. She then founded Templars Communications, a strategic communications firm specializing in financial services. Templars was acquired by Vested in 2017.
In addition to her advisory role at Vested, Kitty is the Founder and CEO of Social Media Compliance, an enterprise compliance software solution that recognizes data and compliance breaches in digital and social media images. Kitty regularly speaks about regulation, digital and social media, and has spoken on World Economic Forum panels at Davos as well as on the BBC, Radio 4 and CNBC. She is one of only 17 Brits to ever be nominated as a World Economic Forum YGL.
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.