Claudio Pannunzio, President and Founder, leads our team, leveraging his in-depth Wall Street experience and years of agency-side PR and strategic marketing communications work.

During his tenure in the financial services industry Claudio has held senior positions leading the foreign exchange and fixed-income trading activities of a number of premiere global financial institutions both in Europe and in the U.S. He has also served as Portfolio Manager and Head of the Investment Committee of a European investment firm.

Claudio possesses more than 15 years’ experience providing strategic marketing communications, media relations, social media, marketing, branding and leadership positioning counsel to wealth and asset management, mutual fund, broker/dealer and RIA firms, as well as leading financial institutions and other premier organizations in the U.S.

As a subject-matter expert, he contributes monthly articles to the Financial Planning Association’s Practice Management Center blog and he is also a speaker at national industry conferences.

His articles on marketing communications strategies are featured in leading financial trade media publications in the U.S. and overseas.

Claudio is also Senior Trainer and Consultant for The Potential Project — the global leader in providing customized, organizational effectiveness programs based on mindfulness and focused on enhancing individual and company performance, resilience and creativity.