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.
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.
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).
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.
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!
Paul works in Vested’s London office. He is a bilingual French national with experience working with organisations across the investment management and banking sectors, supporting them in their communications with customers, investors, employees and the wider public. With a sharp eye for what drives conversations and the media agenda, he supports organisations in increasing brand awareness with key audiences but also managing and protecting their reputation. He is particularly interested in designing integrated communication strategies and harnessing new technology to implement targeted and impactful stakeholder engagement programmes. Paul has worked with leading financial institutions such as Societe Generale, Investec, Hargreaves Lansdown and Kleinwort Hambros.
Laura is an Account Director at Vested UK and has significant experience across both the technology and finance spaces – her skills come to the fore at the intersection of these two industries. Laura’s client experience spans early stage fintechs looking for guidance on fundraising, navigating partnerships and how to hire the best tech talent; to industry giants seeking a change of direction in their communication approach to maintain their competitive advantage. Laura leads account teams to deliver programmes of excellence for her clients.
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 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.
Gregor is a Senior Account Executive at Vested UK, he previously worked at specialist FS agency Haggie Partners, where he worked with multinational (re)insurers, hedge funds, and investment funds. Prior, he worked for integrated public affairs consultancy Global Prairie, there he bilingually supported US & European life sciences and government clients, in German and English. Gregor holds a jointly awarded MPP from the CEU School of Public Policy and the University of York.
Biz Cozine is a Senior 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.
Sofia is a Senior 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.
Kerry Mullen is a senior account executive 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.
Grace Devlin is a Senior Account Executive at Vested, where she supports clients such as Mediant and Virtus Real Estate through media relations, content development and thought leadership campaigns. Prior to joining Vested, she was an Associate in the Corporate Practice of Weber Shandwick, a global communications agency. At Weber Shandwick, Grace assisted clients including Nasdaq, Boston Consulting Group and TIAA and worked primarily on executive visibility and media relations. She hold a bachelor’s degree in history from Northwestern University.
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.
Jasper is an Account Executive at Vested UK, where he supports client teams in driving activity forward from helping to run busy news rooms, to event organisation and writing content. He works on accounts that span the full spectrum of financial services from crypto to corporate finance. Prior to joining Vested Jasper interned at communications agencies including Grayling, gaining experience across broader sectors and building his understanding of the integrated communications landscape. Jasper graduated from the University of Edinburgh, where he read Classics.
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.
Caroline Andrews is a Graduate Associate 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.
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.
Grace supports account management and media efforts on accounts ranging from wealth management to investment consulting. Prior to joining Vested, Grace interned at Laughlin Constable, a full-service creative advertising agency, specializing in digital and social integrated campaigns. She graduated summa cum laude from DePaul University in Chicago, with a degree in public relations and advertising.
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.
Sammi is a key part of the Administrative/Operations team at Vested. She serves as Chief Greeter and assists with various “people” related tasks at the agency. Sammi is responsible for the look and feel of Vested HQ. She is a graduate of Adelphi University with a degree in English and a minor in Human Resources. Prior to joining Vested, Sammi was a Human Resources Assistant at a New Jersey-based firm. A natural humanitarian, Sammi enjoys caring for the staff and office.
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.
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.
Andrew Graham has specialist experience in content creation in the context of both legacy and emerging media. He has a track record of creating and managing ‘corporate journalism’ initiatives for dozens of companies in the professional services sector. As a writer of speeches, op-eds, and industry commentary, his clients have included large technology companies and law and lobbying firms. At Vested, Andrew writes the weekly Vested Suggested newsletter and supports the agency’s external communications efforts and award submissions.
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.