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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Joe Anthony
President at Gregory
Speaker

Profile

Joe is President at Gregory, the nation's 7th largest integrated financial marketing & PR firm. The firm supports RIAs, ETF issuer, asset managers, fintech/wealthtech, banks, institutions, crypto/blockchain and insurance firms with their growth marketing, PR and brand visibility efforts. Joe is the host of the Marketing Matchup podcast and also is a regular speaker at industry events.

Agenda Sessions

  • View from the Top: How Industry Leading CMOs are Driving Growth

    12:35pm
  • Marketing Match Meet Up

    1:45pm