Marketing Council
Marketing Council Partner
The Marketing Council is comprised of senior marketing leaders responsible for brand strategy, communications, and engagement initiatives. Members examine industry trends, evolving client expectations, and the intersection of marketing and distribution through collaborative discussion and shared insights.
MARKETING COUNCIL STEERING COMMITTEE
Jessica Fernandez, Co-Chair
Global Chief Marketing Officer
Direxion
Tara Giuliano, Co-Chair
Chief Marketing Officer
Nuveen
Pinki Mehta
Co-Chief Marketing Officer
AllianceBernstein
James Keenan
Vice President, Marketing | Digital Strategy | Client Solutions
AMG
Lilliam Villafane Di Giacomo
Head of Investments Segment Marketing, North America
BNY
Michael Corrao
Director of Global Communications
Thornburg Investment Management
COUNCIL
American Century Investments
Glen Casey
Global Head of Product & Strategy, Senior Vice President
Apollo Global Management
Richard Vong
Head of Digital Marketing
Artisan Partners
Meredith Niemer
Director of Investment Communications
Ave Maria Mutual Funds
Bob Geppner
Director of Strategic Planning
Calamos Investments
Jeff Kelley
Senior Vice President, Head of Marketing Execution
Capital Group
Sam Gammell
Head of Advisor Marketing
Columbia Threadneedle Investments
Vicki Lester
Vice President, Head of Segment Marketing, Consulting and Development
Columbia Threadneedle Investments
Suzanne Lieb
Head of North America Marketing
Diamond Hill
Maggie McGinnis
Director - Institutional Product & Channel Marketing; Strategic Communications
Dodge & Cox
Sherry O’Connor
Head of Client Communications
Federated Hermes
Dan McGrath
Senior Vice President, Head of Global Marketing
Fenimore Asset Management
Makayla Tebano
Vice President, Marketing
Franklin Templeton
Jennifer Ball
Chief Marketing Officer
Future Standard
Allora Buckshon
Senior Vice President, Head of Growth and Product Marketing
Goldman Sachs Asset Management
Michael Twohig
Vice President, Head of U.S. Public Product Development
GQG Partners
Sean Bernard
Chief Marketing Officer
GW&K Investment Management
John Benvenuto
Principal, Product Management
Harbor Capital Advisors, Inc.
Glenn McBride
Chief Marketing Officer & Head of Distribution Operations
Hennessy Funds
Andrea Matsui
Vice President, Head of Marketing and Sales Enablement
Hennessy Funds
Colleen Rodgers
Vice President, Senior Marketing Manager
Invesco
Sarah Estwick
Head of Marketing, North America
Janus Henderson Investors
Andrew Evans
Head of Product Marketing
Lazard Asset Management
Izzi Kornfeld
Head of Channel Marketing
Lincoln Financial Investments
Jerry Lezynski
Vice President, Investment Products Marketing
Manulife John Hancock Investments
Katie Pierce
Head of US Retail Marketing
Matthews Asia
Helen Lee
Vice President, Global Marketing
MFS Investment Management
Leslie Checkman
Senior Director, Co-head of Global Marketing
Nationwide
Jennifer Monnin
Vice President of Marketing Integration, Financial Services
Natixis Investment Managers
James Cove
Executive Vice President, Head of U.S. Marketing
Nomura Asset Management
Julie Parish
Managing Director, Chief Marketing Officer
Polen Capital
Laura Graff
Head of Product Strategy & Marketing
Principal Asset Management
Mona Dessouki
Chief Marketing Officer
RBC Global Asset Management
Patrick Canney
Head of Marketing, RBC GAM, US
Saturna Capital Corporation
Jane Carten
President
T. Rowe Price
Karen McCafferty
Head of Marketing: North America
Thrivent Mutual Funds
Joanna Miller
Director, Investment Marketing & Digital Experience
U.S. Global Investors
Holly Schoenfeldt
Director of Marketing
Wasatch Global Investors
Matson Lehtinen
Vice President, Marketing Communications
William Blair Funds
John Jackson
Senior Marketing Manager