Susan Bray

It starts with strategy…and Susan. She oversees the research, discovery and analysis that informs our brand-building and marketing campaign strategies. Whether it’s one of our investment or wealth management clients or an automation client, for Susan, it’s not just about the thinking at the onset of a project. It’s also about connecting the dots throughout, being ready to spot opportunities, and helping guide client initiatives to smooth launches.

While Susan has made BFT her work home for more than a decade, she leverages her previous client-side experiences as Director of Marketing at Morningstar Investment Services where she helped launch a managed portfolios program and Director, Marketing Communications at Business Logic to develop strategies and tactics that will deliver against their campaign objectives. Having spent much of her career working with financial companies, Susan is among the SMEs we rely on when creating marketing solutions for our investment management, wealth management, fintech, and banking clients.

“Strategy is the glue that shapes the solution, holds everything together, and ensures initiatives stay on point.”

Fast Facts

• Has led marketing initiatives for more than 50 financial services brands.
• Has interviewed hundreds of financial advisors, registered investment advisors, and portfolio managers.
• Loves being a marketer in one of the most regulated industries.
• An urban-minded suburbanite.
• Admits to being a little bit competitive.
• Never stops asking questions.