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LederMark is adept at breaking down complex investment concepts into layman’s language, as they do for our innovative investment strategies.

Richard E. Cripps, CFA
Chief 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 King
Former 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 Sarcia
Vice 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, CFA
Chief Investment Officer
EquityCompass Strategies
Stifel Financial

LederMark is more than a marketing consultant or communications agency. The firm is an industry marketing partner.

Bill Robbins
President
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 Pritchard
Director, Head of Value-Added Marketing
Legg Mason

Gerri’s Articles Archive

Monthly marketing column, On Wall Street, 2004-present

“Reform May Hurt
Investors the Most,”
Op-Ed in Baltimore Sun, November 23, 2003 (with Libby Dubick).
“Employee Education for Company-Sponsored Equity Plans Can Protect Against Surprises,” Workspan Magazine, October 2002.
“After the Merger: Cross-Selling Bank Products to Brokers.”
Financial Marketing Perspectives. February 2002.
“Communications Issues Gain Prominence When Issuing Options to a More Diverse Base of Employee Optionees.” Foundations for Enterprise Development Online Magazine. February 2001.
“Thinking About Going Public?” The Daily Record. July 26,1999.
“Unlocking Value in Stock Options.” The Daily Record. April 15, 1999.
“LederMark Communications Glossary of Stock Option Terms (CD-ROM).”
Published by LearnWare Corporation, 1999.
“Financial Communications for the Newly Public Company.” MACPA Statement,
Maryland Association of Certified Public Accountants, Part I -- May/June 1998 and Part II -- March/April 1998.
Financial Marketing Perspectives - Newsletter
Click to read: Spring 2007 / Fall 2006 / Archive issues