FCS Philadelphia is excited to invite you to join us for a special “Cocktails with Content” event featuring a fireside chat with our guest speaker Dan Harley, Head of Brand Strategy & Insights, at Vanguard. On Tuesday, June 23, we’ll return to the spectacular Union League Liberty Hill. Dan will be interviewed by Dennis Egen, Founder & President of Engine Room, a Philly-based digital solutions agency.
Dan joined Vanguard in 2010, and over his tenure his responsibilities have ranged from B2C to B2B2C as he has worked on marketing, communications, product, and client experience at one of the most influential brands in investing. For fellow financial marketers, Dan offers a valuable perspective on how brand, data, client behavior, and organizational change come together inside a category-defining financial institution.
Did you know… ?
- Vanguard recently launched Expert Insights, an AI-enabled portfolio analysis tool designed to help financial advisors turn complex portfolio data into actionable, client-ready guidance at scale.
- Vanguard reduced the minimum for its Digital Advisor robo-advisor service from $3,000 to $100, expanding access to digital advice for investors managing short- and long-term financial goals.
- Vanguard’s content ecosystem includes investment research, market perspectives, news, and the Better Vantage podcast — a useful example of how a major financial brand uses thought leadership to educate investors and reinforce trust.
Union League Liberty Hill is just outside Philly, set on a scenic hilltop that combines stunning golf course views. The Club’s elegant indoor-outdoor spaces and its laid-back, upscale vibe are sure to make our event feel special.
In gratitude to Dan, the FCS will donate $1,000 to the children’s charity of his choice.
Our thanks for our exclusive programming partner, SENTIENT AEO.
For more information about FCS Philadelphia or this event, please contact chapter president Phil Edelstein.
