SOLD OUT: FCS Education Summit “Creative Excellence Takes Center Stage”

As a co-founder of Living, Duncan has over 20 years' brand and marketing experience for clients such as EY, Citi, HSBC, GE Capital, Morgan Stanley, Russell Investments, Harneys, Kasowitz, State Street and Nomura. During this time, Duncan has gained great insight into many of the current communication challenges within the financial, professional services and technology sectors. Duncan is also responsible for the development of new accounts and continued client relationships, strategic planning on large client projects, as well as the day-to-day management of Living's fast-paced businesses in London, Hong Kong and New York.

Wylie is a creative marketer, having worked at agencies big and small, spending multiple years in Account Management and Business Development at some of the world’s most famous firms before jumping “client side” in 2014. Extensive agency work informed her approach to brand marketing: she applies a mix of patience and grit, rigor and gut to generate breakthrough thinking, the only kind she believes can transform and grow brands, and the businesses they serve. In her current role at OppenheimerFunds, she leads the advertising team, creative and media agency relationships, and the internal design department.

Jennifer Halloran joined MassMutual in 2016 as the Head of Brand, Advertising, Community Responsibility and Customer Acquisition programs. In this role she is responsible for brand and customer strategy, research, and centralized marketing support to corporate, product, and field marketing campaigns. Ms. Halloran also oversees all advertising agency partners and engagement programs including social, content and media. As Head of Community Responsibility, she oversees vision and management of the MassMutual Foundation and all national programs involving community and employee responsibility and philanthropy. Her team also includes Customer Acquisition and Loyalty programs and support. Prior to joining MassMutual, Ms. Halloran worked in various marketing leadership positions in financial services and large scale advertising agencies. She spent over 10 years in various roles at Fidelity Investments managing their internal marketing agency teams as well as driving Brand, Advertising, and Integrated digital campaigns. Ms. Halloran also is founding partner of Mobiquity Inc, where she served as both Head of Strategy and CMO and it was during her tenure here that she was nominated one of the Top 20 Growth CMOs in Greater Boston. Prior to Fidelity she was a VP of Corporate Communications at Putnam Investments and served various account management roles at Hill Holliday and Digitas. Ms. Halloran holds a BA in both Economics and Political Science from Boston College and an MBA in Marketing and Entrepreneurship from Babson College.

John leads State Street Global Advisors’ brand, advertising, communications, social media and creative services teams. He led the successful Fearless Girl campaign winning 18 Cannes Lions, a record 5 Grand Clios and the Effie’s most effective brand and marketer of the year awards.  Prior to joining State Street in 2015, he held a number of communications and marketing roles at Fidelity Investments including leading executive, internal and corporate marketing communications teams. He currently serves on the Board of Directors at the Lawrence Boys & Girls Club, and earlier in his career served as a senior advisor to former Massachusetts' governors William F. Weld and Paul Cellucci.

Vivienne has over 16 years of marketing and communications experience. She started her career in advertising as an account strategist at Y&R Canada before moving to London to work at Ogilvy, TBWA and most recently at Grey Worldwide, where she led the digital and social media consulting practice.  She leads both the EMEA and US business and has extensive global experience working on integrated communications programs across a variety of financial and professional services clients.

Philip has almost 30 years of experience as an award winning creative director in advertising, branding and design in the financial services, consumer goods, fashion, travel, and healthcare industries. His clients have included American Express, Franklin Templeton Investments, Prudential Insurance, ADP, Lucent Technologies, Instinet, ITT Hartford, Sector SPDRs, Aberdeen Asset Management, MetLife, Standard & Poor's, Austrian Airlines, Finnair, EL Al, KLM, Air France, Switzerland Tourism, Holland, Guinness, Red Bull, International Papers and The International Olympic Committee. Philip is a native of Dublin, Ireland and has lived in New York for over 25 years. Specialties: Helping visionary Clients to create great moments.

Paul Leibowitz is President and Chief Creative Officer of Leibowitz Branding & Design, a 13-person agency specializing in financial services branding and marketing. For over 20 years, Leibowitz Branding & Design has worked with asset managers, wealth managers, alternative investors, hedge funds and insurance companies to develop brands and integrated digital and print marketing communications. Paul is on the board of the FCS and is a member of the Investment Adviser Association (IAA), the American Marketing Association (AMA) and the American Institute of Graphic Arts (AIGA) and has presented on website design and asset management at many industry events. Paul is a past Professor of Professional Practice at Syracuse University, teaching branding and communications design for several years. Paul has also lectured on entrepreneurship at Columbia University and Syracuse University.

Jessica Cavalero is a senior account executive for Prudential Financial’s in-house advertising agency. In this role, she is responsible for cultivating the Prudential brand narrative and developing integrated content-marketing initiatives, including the brand's new podcast "Everyday Bravery." Jessica has extensive experience working in the communications industry, including in marketing, PR and advertising. A passionate risk-taker, Jessica is excited by any opportunity to reach consumers through authentic storytelling that ultimately drives deeper engagement.

Miriam A. Wolf is the Digital Experience Manager for the Asset and Wealth Management Division of J.P. Morgan Chase & Co. She is responsible for the strategies and processes driving social, audio and AI engagement. Previously, she served in Asset and Wealth Management as Business Manager to the Chief Marketing Officer, coordinating numerous teams charged with delivering strategic marketing initiatives globally.

Leading ECS’s creative team for wealth management takes world-class agency experience, financial knowledge and vision. That’s an exceptionally rare combination, and it’s what makes Kara the right person for the job. The avid skier—she started at age two and has spent many winters skiing the Austrian Alps—began her career as an art director at some of Boston’s top ad agencies. Over 14 years at Fidelity she supported almost all of the company’s business lines, from retirement sales to Family Office Services. Kara brought her skills to ECS in 2011, after a stint at a startup social network for physicians, and now pushes her team to develop unique, creative, differentiating approaches for ECS clients. She has earned numerous industry awards, and also has served as a judge for the Financial Communications Society and IHAF awards.

Matt Johnson is the Vice President of Marketing at CommunityAmerica Credit Union. He has 19 years-experience establishing brand marketing and communications visions and strategies in industries including insurance, telecommunications and finance. He believes in the power of storytelling and bringing brands to life in unique ways. He believes in the power of people and collaboration, and that success is only attainable through shared commitment and accountability. Matt resides in the Kansas City metropolitan area with his wife and three children. He enjoys coaching and playing basketball and soccer, traveling with his family and playing guitar and piano. Matt received his Bachelor’s and Master’s Degrees in Communications and Journalism from the University of Kansas.

Tad Ehrbar is a senior member of Citi’s Media, Advertising & Global Entertainment team, which is focused on creating and implementing high impact consumer programs and campaigns that engage and drive the long-term brand loyalty for millions of Citi cardmembers. The team oversees Citi Private Pass, Citi’s award winning consumer access program, which offers unique access to thousands of events annually for Citi cardmembers. He has been with Citi since 2011. His teams oversee US Social Media, Content and Sports Access. His sports access team manages key partnerships that include PGA Tour player Justin Thomas, the American Airlines Center (Maverick and Stars), the Miami Dolphins, Citi Field / New York Mets, ESPN, ProCamps, multiple PGA Tour event sponsorships and The Presidents Cup. His social media and content team oversees the strategy and execution of 50+ campaigns annually which are positioned to amplify Citi’s entertainment content, product and services via organic and paid social media channels. His team manages strategic partnerships with Facebook, Instagram, Buzzfeed, Twitter and Snap. His team’s recent accomplishments include Citi’s first ever Facebook Live execution in partnership with the Global Citizen concert and Citi’s first Snap geo-filter in partnership with No Kid Hungry which promoted Giving Tuesday. Formerly, Mr. Ehrbar spent 5 years at the National Football League as a key member of the marketing team, most recently as the Director of Entertainment Marketing and Promotions. In his role, Mr. Ehrbar worked on numerous sponsorship activations focused around key calendar initiatives such as the Super Bowl, the NFL Draft and the NFL Combine. Mr. Ehrbar also led the development and marketing effort for the NFL’s annual consumer activation, which was “Super Ad”. It was a first of its kind effort by the NFL that offered fans and players the opportunity to share their best ideas for a Super Bowl commercial. The 2002 effort led to the critically acclaimed Super Bowl commercial, “Mr. Oboe”, which was the number one “most liked” ad in Super Bowl XLVII, according to Nielsen Research. Mr. Ehrbar also worked on several marketing and content initiatives that were positioned to enhance the brand across entertainment. The initiatives included the ‘Lombardi’ show on Broadway (NFL’s first partnership on Broadway), ‘The Blind Side’ (highest grossing sports film ever) and a partnership with celebrity chef Guy Fieri, which led to an NFL themed television series (“Tailgate Warriors”) on the Food Network. Prior to the NFL, Mr. Ehrbar was with Sony for five years on their Corporate Marketing team. He worked on numerous cross franchise marketing efforts, which included the Sony Open in Hawaii PGA Tour event and the “World of Sony” consumer brand marketing effort. Mr. Ehrbar spent the previous three plus years as a Sales and Marketing Account Executive for Princeton Video Image, a virtual advertising technology company best known for its virtual first down product, which is seen widely across NFL broadcasts. He was responsible for selling the first ever branded first down line to Visa for the NFL’s World Bowl. Mr. Ehrbar is a graduate of Lehigh University and lives in CT with his wife Kristina and their two children. He’s an avid sports fan rooting for the Yankees, Raiders and Tar Heels.

Jenn Eldin currently leads Content & Social Media for Citi globally. Last year she spearheaded the launch of Life and Money by Citi, an award winning integrated content destination for the brand. She is a seasoned marketer with close to 15 years of experience in building brands and creating personalized experiences that drive demand. Prior to joining Citi, Jenn has held various marketing leadership roles and overseen a number of digital platforms at brands including Google, BlackRock, and American Express. Jenn received her undergraduate degree at Emory University and her MBA at University of Chicago Booth School of Business.