Wealth management
Marketing professionals in Wealth management
These ten professionals hold marketing roles at wealth management firms and in the wealth management businesses of larger financial companies. A reader can learn how wealth firms build their brands, reach clients and advisors, and decide which campaigns and channels are worth the spend.
Professionals to explore
01—10Katerina Krougovaia
LinkedInExperience: Marketing Director, Private Markets · Manulife Wealth & Asset Management
Marketing Director, Private Markets at Manulife Wealth & Asset Management since 2023. The summary describes over 15 years in investment management marketing with a specialization in private markets, covering product marketing, B2B strategies and marketing operations. Former Senior Manager, Product Marketing at Mackenzie Investments (2022–2023) and Senior Manager, Institutional Marketing at Mackenzie Investments (2019–2022).
Kathryn Toope
LinkedInExperience: VP, Marketing & Communications · Verecan Wealth Inc.
VP, Marketing & Communications at Verecan Wealth Inc. and at Verecan Capital Management Inc. since 2023. Former Director of Marketing & Communications at Verecan Capital Management Inc. (2023) and Marketing & Communications at WLWP Wealth Planners (2020–2023). The summary describes marketing initiatives aligned with doing the right thing for clients and breaking free from industry jargon.
Keri Lubanski
LinkedInExperience: Vice President, Private Wealth Marketing Manager · Hamilton Lane
Vice President, Private Wealth Marketing Manager at Hamilton Lane since 2022. Former Vice President, Marketing Manager at Glenmede (2019–2022) and Marketing Manager at Glenmede (2015–2019). The summary describes financial services marketing spanning investment management and wealth planning divisions, including strategy, project management, digital campaigns, market research and agency management.
Kevin Hale
LinkedInExperience: Managing Director, Head of Marketing, J.P. Morgan Advisors, J.P. Morgan Wealth Management · JPMorganChase
Managing Director, Head of Marketing, J.P. Morgan Advisors, J.P. Morgan Wealth Management at JPMorganChase since 2023, and Head of Marketing, J.P. Morgan Advisors & High Net Worth, J.P. Morgan Wealth Management since 2021. Former Head of Marketing, Chase Wealth Management, J.P. Morgan Wealth Management (2019–2023) and Vice President, Integrated Marketing, Chase Wealth Management, Consumer Bank (2016–2018). The summary describes a Broadway performer turned integrated marketing and communications professional.
Kirsten Ly
LinkedInExperience: Director of Marketing · Modera Wealth Management
Director of Marketing at Modera Wealth Management since 2024; the highlights describe Modera as a fee-only, fiduciary financial advisory firm with over $12.5 billion in managed assets. Former Executive Director, Advisor Growth Marketing at Hightower Advisors (2021–2024), and former Director, Head of Marketing (2019–2020) and Vice President, Head of Marketing (2021) at Skience.
Mallika Shah
LinkedInExperience: Marketing Director Marketing Analytics & Strategy Lead · Buckhead Wealth Management
Marketing Director Marketing Analytics & Strategy Lead at Buckhead Wealth Management since 2024. The summary describes leading firm-wide marketing strategy, brand development and analytics-driven initiatives at Buckhead Wealth Management. Former Wealth Management Analyst at Buckhead Wealth Management (2023).
Richard Chambers
LinkedInExperience: Chief Marketing Officer Asset & Wealth Management · J.P. Morgan
Chief Marketing Officer Asset & Wealth Management at J.P. Morgan since 2018. The summary describes membership of the Asset & Wealth Management Operating Committee and the Asset Management Operating Committee, and employment at J.P. Morgan since 1999. Former Global Chief Marketing Officer Asset Management at J.P. Morgan Asset Management (2014–2017) and Chief Marketing Officer Asset Management Americas (2009–2014).
Robyn Martin-Schubart
LinkedInExperience: Director of Marketing · Waverly Advisors, LLC
Director of Marketing at Waverly Advisors, LLC since 2026. The summary describes leading marketing for Waverly Advisors, a nationally recognized wealth management firm, with a focus on HNW client experience, brand, digital strategy and M&A integration. Former Senior Marketing Manager (2025) and Marketing Manager (2022–2024) at Waverly Advisors, LLC, and former Marketing Manager at Southland Transportation Group (2021–2022).
Sabrina Gibbs
LinkedInExperience: Marketing Director, Head of Wealth Management & Chase Wealth Management Marketing · J.P. Morgan
Marketing Director, Head of Wealth Management & Chase Wealth Management Marketing at J.P. Morgan since 2014. The summary describes leading marketing and communications to build differentiated brand experiences that grow market share, build customer loyalty and drive sales results. Other listed roles include Marketing Manager at Lazard Asset Management (2004–2009) and Marketing & Training Director at Morgan Stanley (1998–2004).
Stephanie Giaramita
LinkedInExperience: Director, US Wealth Marketing · Wellington Management
Director, US Wealth Marketing at Wellington Management since 2026. Former Head of Asset Management Marketing at SEI (2024–2025), where the highlights describe leading marketing for advisor, institutional and private wealth segments representing $222B+ in AUM. Also former Head of Advisor Marketing at SEI (2022–2024) and Director of Content Strategy at SEI (2020–2022).
Choose the right perspective
Match the person's setting, such as an independent advisory firm or the wealth arm of a large bank or asset manager, to your own firm's size and client base. Check which audience their work targeted, such as end clients, advisors or high-net-worth households, and how recent it is.
Questions to take into the conversation
- 01Which marketing channels brought in new high-net-worth clients or advisors, and how did you measure that?
- 02How did you keep marketing content compliant while still making it useful to clients?
- 03When your firm grew through acquisitions or new offerings, how did you adjust the brand and campaigns?
Reaching marketing professionals in Wealth management
How can I contact one of these marketing professionals in Wealth management?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 9 companies, including Manulife Wealth & Asset Management, Verecan Wealth Inc. and Hamilton Lane, based on profile data retrieved on October 1, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach marketing professionals in Wealth management?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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