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Marshall Butler

Bernstein Private Wealth Management

Marshall Butler is an accomplished marketing executive with two decades of experience in leading and cultivating renowned investment brands worldwide.

He has held executive committee and Chief Marketing Officer (CMO) roles with Fortune 250 companies across North America and the Asia-Pacific region.

Marshall specializes in understanding and catering to global affluent, high net worth, family wealth, and institutional clients, demonstrating a deep expertise in this area.

His career highlights include driving the development, introduction, and commercialization of financial innovations.

He is proficient in integrating advanced marketing technologies such as CRM, CMS, lead management, and social media platforms.

Marshall Butler pursued his education at top institutions, earning a Master of Business Administration (M.B.A.) from Harvard Business School and a Bachelor of Arts (BA) in Political Economy from Queen's University.

Throughout his career, Marshall has held notable positions including Executive Vice President and Chief Marketing Officer for Wealth & Investment Management at Wells Fargo, Senior Vice President and Head of Marketing for Wells Fargo Funds Management, and various leadership roles at BlackRock and WPP.

His extensive experience covers areas like brand marketing, wealth management, financial services, and market research, making him a versatile and seasoned professional in the marketing industry.

Highlights

Apr 22 · linkedin

Exciting news today from Purposely.ai. A Q1 pilot of its new AI advertising platform delivered a notable improvement in digital creative performance.

The Purposely.ai proprietary software leverages AI natural language processing and computer vision to digest historical creative performance and generate specific recommendations for improved creative effectiveness. Purposely.ai isolates words, phrases, and visual components linked to the highest conversion rates and return on ad spend (ROAS).

Congratulations to Alex Kennedy and the team at Purposely.ai on this important milestone!

Nov 16 · linkedin

Over the past year, I have been working with fintechs and advising on topics related to growth, go-to-market, and messaging. I have been most energized by the fintechs that understand, respect, and celebrate the relationships at the core of financial services. I believe that the future of fintech is human.

American Banker recently published my thoughts on this topic.

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Marshall Butler
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Location

San Francisco Bay Area