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
James Keenan
Director, Digital Marketing
AMG
Lilliam Villafane Di Giacomo
Head of Securities Services Solution Marketing
BNY
COUNCIL
American Century Investments
Erik Schneberger
Chief Marketing Officer
Apollo Global Management
Diana Keary
Global Wealth Head of Marketing
Artisan Partners
Meredith Niemer
Director of Marketing Projects & Operations
Calamos Investments
Jeff Kelley
Senior Vice President, Head of Marketing Execution
Columbia Threadneedle Investments
Vicki Lester
Vice President, Head of Segment Marketing, Consulting and Development
Columbia Threadneedle Investments
Kersten Stannard
Vice President, Head of Digital Customer Experience, North America
Diamond Hill
Jo Ann Quinif
President & Chief Client Officer
Diamond Hill
Maggie McGinnis
Director - Marketing
Dodge & Cox
Sherry O’Connor
Director of Client Communications
Federated Hermes
Dan McGrath
Senior Vice President, Head of Global Marketing
Fenimore Asset Management
Frank Privitera
Director of Marketing
Fidelity Investments
Joseph Rowan
Manager, Asset Management Marketing
Franklin Templeton
Jennifer Ball
Chief Marketing Officer
Future Standard
Allora Buckshon
Executive Director, Product Marketing
Goldman Sachs Asset Management
Walter Agumbi
Managing Director, Global Head of Content & Product Marketing
GQG Partners
Sean Bernard
Chief Marketing Officer
Hennessy Funds
Andrea Matsui
Vice President, Director of Sales & Marketing Engagement
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
Lincoln Financial Investments
Jerry Lezynski
Vice President, Investment Products Marketing
Macquarie Asset Management
Jaclyn Hurst
Head of Digital Marketing & Campaigns
Manulife John Hancock Investments
Katie Pierce
Head of Investments Marketing
Matthews Asia
Mark Lidstone
Global Head of Marketing
MFS Investment Management
Leslie Checkman
Vice President, Director of Client Marketing
Nationwide
Jennifer Mooning
Vice President of Marketing Integration, Financial Services
Natixis Investment Managers
James Cove
Executive Vice President, Chief Marketing Officer
Polen Capital
Laura Graff
Head of Product Strategy & Marketing
Principal Asset Management
Jessica Floyd
Director, Head of Asset Class Marketing
RBC Global Asset Management
Patrick Canney
Head of Marketing, RBC GAM, US
RBC Global Asset Management
Eric Pierni
Director, Digital Marketing
Saturna Capital Corporation
Jane Carten
President
T. Rowe Price
Karen McCafferty
Head of U.S. Advisor Marketing
Thornburg Investment Management
Michael Corrao
Director of Global Communications
Thrivent Mutual Funds
Joanna Miller
Director, Investments Distribution Marketing
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