The Great MarTech Debate

Kathryn Amrhein is Vice President, Head of Marketing Infrastructure and Technology on the Sales Marketing team, responsible for digital marketing assets, strategy and technology. Prior to joining Hamilton Lane in 2018, Kathryn worked in non-profits and higher education, including Temple University and St. Joseph’s University, serving in marketing and advancement roles. Kathryn received a M.A. in Media & Production from and a B.S. in Architecture, both from Temple University.

Jared Trexler serves as a senior vice president and chief marketing and strategy officer at The American College of Financial Services – the profession’s largest education and training institution serving financial professionals. In this role, he leads branding, strategic and executive communications, digital media, events, and demand generation efforts, as well as overseeing the growth of The College’s three strategic focus areas. Trexler previously served as director of strategic and executive communications at The College, working with President and CEO George Nichols III, CAP® and The College’s leadership team to draft compelling narratives that best communicated strategic initiatives, new education programs, and the missions of The College’s Centers of Excellence. He is a past recipient of the Mary Varner Award for Exemplary Service, The College’s highest honor for professional staff.

Trexler brings nearly two decades of marketing experience to his role at The College, including leadership tenures in financial education and asset and investment management. He previously served as head of marketing and communications at Pitcairn, a $7.4 billion private wealth manager and multi-family office headquartered in Jenkintown, Pennsylvania. He also shaped content and branding for Ed Slott and Company, LLC, the nation’s foremost leader in retirement planning education and training, and served as marketing director at Resource, a real estate and credit alternative investment manager with a product suite including non-traded real estate vehicles and 40 Act interval funds.

Trexler has spent most of his career working directly with financial advisors and partner firms across insurance, broker-dealer, bank, and RIA channels, as well as with industry thought leaders and the financial media. He’s a twice-published author and an industry speaker on relevant marketing topics, including presentations at the Financial Services Institute National Summit and media coverage in InvestmentNews, ThinkAdvisor, and Financial Planning.

Bernadette Bridy is Head of Marketing at FS Investments, where she is responsible for the development, implementation and monitoring of FS Investments’ marketing strategy. In this capacity, she is responsible for aligning marketing plans to business goals and sales objectives. The marketing organization at FS Investments is a full-service team with 20 members, offering digital marketing, design, video production and marketing intelligence capabilities.

Prior to joining FS Investments, Ms. Bridy spent nine years at Lincoln Financial Group as Assistant Vice President of Marketing with responsibilities that covered branding efforts, product marketing and digital marketing. Her experience also includes marketing and sales roles at The Hartford. Her work has received numerous awards, including recognition from Investment Management Education Alliance and The Gramercy Institute. Ms. Bridy graduated from Miami University with a B.A. in Journalism and Political Science.