LederMark is adept at breaking down complex investment concepts into layman’s language, as they do for our innovative investment strategies.
Richard E. Cripps, CFAChief Investment Officer
EquityCompass Strategies
Stifel Financial
LederMark provides expertise in so many areas (industry experience and insight, strategic thinking, visionary ideas for growth and opportunity). They are a true partner and provide outstanding value to the organization.
Susan Matteson KingFormer Managing Director
Head of US Distribution Marketing
Legg Mason Inc.
LederMark’s marketing expertise, critical thinking and product knowledge were a winning combination in executing our new product launch.
Doug SarciaVice President
International Business Development
AEGON Consumer Direct
LederMark is adept at breaking down complex investment concepts into layman’s language, as they do for our innovative investment strategies.
Richard E. Cripps, CFAChief Investment Officer
EquityCompass Strategies
Stifel Financial
LederMark is more than a marketing consultant or communications agency. The firm is an industry marketing partner.
Bill RobbinsPresident
Clearview Correspondent Services, LLC
(Division of BBT Corporation)
We have been consistently impressed with LederMark's expertise and industry insights. They have been a valuable partner in developing content and approaches in our marketing to financial advisors.
Kathleen PritchardDirector, Head of Value-Added Marketing
Legg Mason
Email: leder@ledermark.com
Gerri Leder is founder and president of LederMark Communications, a marketing strategy and communications firm to the financial services industry, including brokerage, asset management and mutual fund firms. She works with firms and advisors to differentiate their products and to simplify often-complex investment terms and concepts for easy understanding by investor-clients.
An industry veteran, she has served in a variety of senior marketing roles with Legg Mason and Alex. Brown (now part of Deutsche Bank). She brought specialized services to the executives of public companies through the firm’s financial advisors during the late 1990s technology boom. As vice president of marketing, both at Alex. Brown and Legg Mason Wood Walker, she had oversight of advertising, public relations, product launches and special events.
Gerri is a popular monthly columnist for the 91,000-circulation On Wall Street magazine.
A graduate of the University of Richmond with a master’s degree in business from Maryland’s Loyola College, Gerri completed the Securities Industry Institute at the Wharton School, a three-year executive program for industry leaders. She has held Series 7, 63 and 24 securities licenses and has written articles, taught college business courses, and given speeches on a variety of marketing topics. She is president of the Richmond Council at the University of Richmond. She is a member of Boardroom Bound Friends and the Financial Womens Association of New York.
Presentations
- Marketing for Independent Firms
Securities Industry and Financial Markets Association (SIFMA)
Small Firms Conference, Fort Lauderdale, October 14 -17, 2008 - Marketing Panel, Financial Communications Forum 2006
Harvard Club, Boston, Massachusetts, April 24-25, 2006 - Positioning your Firm and Products in the Market Place:
Strategies for Increasing Market Share and your Bottom Line.
Strategy Institute. Toronto, Canada, April 11-12, 2006
Articles
On Wall Street Magazine
Read monthly articles by Gerri Leder about financial services marketing to help brokers build more successful businesses.