Education Summit: Optimizing Digital Experiences in Financial Services 2025

Paul Halpern is the Chief Marketing Officer of JP Morgan Wealth. He works closely with Online/Mobile and Digital Banking, on the development of the Firm’s banking products and digital solutions and teams with Financial Advisors to help them better engage with clients to offer the full range of wealth management services.

Paul joined Morgan Stanley in September 2018 from Betterment, where he served as Chief Marketing Officer. Prior to that, he held a succession of management positions at Bank of America/Merrill Lynch, including Head of Merrill Lynch Segment and Brand Marketing, since joining the company in 2013. Paul also served as Executive Vice President in a variety of roles covering Banking and Investing Product and Site Marketing at E*Trade Financial Corp and started his career at Capital One.

Mr. Halpern has an undergraduate degree in Electrical Engineering from Tufts University and a Master’s in Business Administration from Harvard Business School. He currently resides in Manhattan with his wife Nancy and their two children.

Jennifer Ball is the Global CMO for Franklin Templeton Investments, based in New York, New York. Her team contributes to Franklin Templeton’s position as “trusted partner for what’s ahead” through a data-driven marketing strategy. Accountable for brand, advertising & sponsorships, client marketing, product marketing, digital experience and analytics, the Marketing team runs integrated, customized campaigns that drive growth and nurture business around the world. A career financial services marketer, Jennifer has a passion for insight-driven marketing through analytics and powerful content marketing and is currently obsessed with integrating AI into Marketing at Franklin Templeton. Prior to joining Franklin Templeton, she held marketing leadership positions supporting institutional and retail business at Fidelity Investments and Russell Investments. Her career also includes marketing agency account management, overseeing financial services accounts. Jennifer serves as the Co-Managing Director for Franklin Distributors, LLC. She sits on the FUSE advisory board and the MMI Marketing Community Steer Co.

Michael Roberts is MetLife’s chief marketing and communications officer and a member of the company’s Executive Leadership Team. In this role, Roberts leads Global Marketing and Communications with responsibility for the development and execution of marketing and communications strategies and customer experiences that deliver material and measurable impact for MetLife’s key stakeholders: associates, communities, customers and shareholders.

Since joining MetLife in 2021, Roberts’ focus has been ensuring that marketing and communications are integral to the company’s customer-centric growth engine by helping customers live more confident futures. He has steered the team towards adopting an agile, data- and experiment-driven approach across paid, owned and earned channels.

Prior to MetLife, Roberts was a principal at The Vanguard Group and chief marketing officer for Vanguard’s Retail Investor Group, the company’s direct-to-consumer business.

Before joining Vanguard in 2018, Roberts was chief marketing and digital strategy officer for Bank of America Merchant Services.

Roberts also spent four years in marketing roles at TIAA as well as various positions at Citigroup, AlixPartners, Capgemini, and Ernst & Young.

Roberts holds a bachelor’s in music from Dartmouth College and a master’s in voice from Boston University.

Pinki Mehta is SVP/MD, Global Marketing and Digital Experience. In this role, she’s responsible for developing and executing strategic marketing programs across Alliance Bernstein’s global asset-management business. Pinki leads brand management; integrated creative, content and digital strategy; operations; and events. With deep experience in digital transformation, Pinki is passionate about building user-centric, data-driven experiences at the intersection of marketing, digital, technology, data and user psychology to drive customer satisfaction and commercial value.

Before joining AB, Pinki led Digital Marketing and Sales Enablement at JP Morgan Asset Management, rebuilding online experiences and modernizing internal tools and capabilities to advance sales productivity. While at Prudential, she built that firm’s first enterprise Digital Center of Excellence, co-leading it for a decade. The center supported corporate brand and marketing as well as each of the firm’s B2C/B2B businesses, building websites, mobile applications, and social solutions while introducing customer experience and product-management discipline to raise increase visibility and client engagement.

Pinki has a Bachelor of Science from Temple University and a graduate degree in Communications/Technology from Columbia University. She works in New York and lives in Pennsylvania with her husband, Sunil and her pup, Lollie. With her two children attending school abroad, Pinki’s travel enables her to stay connected with family and fulfil a lifelong desire to engage with the world.

Andrea Saporito is Head of Digital Marketing for Wealth Management at Morgan Stanley. She is responsible for defining the vision and setting the agenda for the digital platforms and channels used to drive client acquisition and deepen engagement for E*TRADE and the Morgan Stanley Financial Advisor businesses.

Andrea has held roles at American Express in marketing and product management spanning work across the Platinum and Centurion Card portfolios, the Membership Rewards program, and top digital partners including Apple and Amazon. She served as the Head of Fan Engagement at the National Basketball Association and developed the League’s first-ever lifecycle marketing program, and most recently led product and program management for the launch of a new credit card at One Main Financial.

Andrea received her MBA from Columbia University and BS from Cornell University. She lives in Brooklyn with her husband, two daughters and her dog, Ralphie. You can cheer her on this November as she runs the NYC Marathon for the fourth time.

Frank Dudley is a professor at Northwestern University (ranked #1 for Marketing in the U.S.) where he teaches courses in Modern Marketing Management, Marketing Strategy, Digital Marketing, Media and Innovation and Influencer Marketing.

Frank is also President of the Financial Marketing Institute (FMI), which currently conducts the most comprehensive research on digital marketing and media for the financial services industry in the U.S. In addition, FMI provides digital analytics and consulting services as well as training and certification programs for financial marketers.

FMI’s clients and sponsor participants of its research to date include: Bank of America Merrill Lynch, UBS, Morgan Stanley, Deutsche Asset Management, Guardian Life Insurance Company, Prudential Financial, MetLife, Allstate Insurance, USAA, Hartford Funds, Royal Bank of Scotland, LPL Financial, Invesco, Aflac, FTSE Russell, Principal Financial, CNL, Invesco, MassMutual, PenFed Credit Union, Vanguard, TIAA, American Century Investments, MissionSquare Retirement, Salesforce.com, Adobe, Google, Bloomberg, etc