Fractional CMO
Executive marketing leadership. Embedded. Accountable. Scaled to your needs.
Fractional CMO for Financial & Professional Services Firms
Kathy serves as a Fractional CMO for firms that need senior marketing leadership without a full-time hire. Embedding as part of the leadership team, she aligns brand, strategy, and execution so marketing operates as a growth function, not a collection of tactics.
Drawing on experience as both an internal marketing executive and a trusted external partner to financial and professional services organizations, Kathy brings structure, clarity, and accountability to firms navigating growth, transition, or complexity.
the impact
Fractional marketing leadership delivers measurable impact:
- Financial firms reduce senior marketing overhead by 40–60% compared to full-time executive hires
- Firms with aligned brand and growth strategy improve client acquisition efficiency by 20–30%
- Structured marketing leadership reduces operational waste and execution inefficiencies by 25%+
Experience
& Impact
Kathy has served as both in-house and fractional CMO across global institutions, mid-sized and boutique firms.
Highlights include:
Building Merrill Lynch’s advisor branding platform used firmwide
Leading the U.S. Trust transition to Bank of America as UST agency of record
Serve as Head of Marketing Communications at Lazard Asset Management
Launching countless brands, public and private products (all categories and vehicles)
Supporting institutional and retail investment firms, wealth managers and RIAs, private equity firms, and advisory businesses through brand and growth transformations
This experience brings perspective, judgment, and scale to every engagement.
Experience at Scale
Work includes supporting brand and marketing initiatives across global financial institutions, boutique advisory firms, and post-acquisition environments — from platform launches to complex integrations.
Experience spans dozens of brand launches and transformations, growth-stage positionings, and executive marketing leadership roles in regulated settings. This perspective brings exceptional brand and marketing knowledge, sector/industry expertise, and execution discipline to every engagement.
Case examples available upon request.
Why choose a
fractional cmo?
Not every firm needs a full-time CMO. Every firm needs executive-level marketing leadership.
A fractional model provides:
Senior expertise without full-time overhead
Clear accountability and decision ownership
Strategic alignment with business goals
Flexibility to scale with the firm
Partnership that integrates with leadership
Without this level of leadership, marketing is tactical and fragmented. Resources get spent, but growth and brand momentum stalls.
Working With Clients
She operates like an internal executive — not an outside consultant.
That means:
Aligning directly with leadership on growth priorities
Connecting brand, business development, and client experience
Overseeing all marketing, brand initiatives, campaigns and digital footprint for consistency and power
Guiding internal or external teams or agencies to execute with discipline
The result is a marketing function that feels focused, coordinated, and growth-driven.
What you Gain
Clarity. Consistency. Confidence.
- Clear market positioning
- Unified brand expression
- Marketing aligned to growth
- Leadership-level decision making
- Measurable impact