About

Bagel Tuesday is a tradition at Wechsler. Fresh bagels are served every Tuesday morning with a schmear of cream cheese and a side of opinions on everything from financial marketing to information architecture to brand design.

For 25 years, Wechsler Ross & Partners has developed smart marketing solutions for financial, professional and business-to-business clients. We work exclusively in sophisticated market segments that require a nuanced understanding of products and services, target audiences and distribution channels.

Financial and professional services specialists

While our heritage lies in the investment marketplace — asset management, mutual funds, brokerage and wealth management — Wechsler has extended its reach into other sophisticated professions such as insurance, banking, technology, consulting and law firms.

Integrated branding, digital and print

Wechsler develops memorable creative solutions through an integrated approach to brand identity, digital media and marketing communications. Whether the end-result is a logo, website, design system or sales campaign, our work is always grounded in an understanding of the market and reflects a strategic approach to the business and brand.

Proven, disciplined methodology

Over the years, Wechsler has developed a disciplined methodology that begins with deep discovery and draws on our broad expertise in design, content and technology. Our collaborative three-step process – Think, Create and Produce – includes client input at every stage to ensure we remain focused on your goals.

Distinguished client list

Wechsler’s 25-year track record – including 15 years in digital media – includes successful programs for many of the largest and most prominent financial and professional organizations across the United States and around the world, along with a wide variety of smaller but equally distinguished firms.

View our portfolio at wechsler.com

 


 

About the contributors 


Patrick.jpgPatrick Albino

Patrick Albino is a content strategist at Wechsler, where he develops content for a wide range of communications and oversees the writing process from drafts to finished product. Patrick was previously vice president of marketing communications at Prudential Investments. He has been a consultant, writer and editor for MasterCard International, Smith Barney, Pershing LLC and other leading financial institutions. Patrick received a Bachelor of Arts degree in history from New York University.

Wil.jpgWilfredo Cruz

Wilfredo is the design director at Wechsler, where he is responsible for delivering the firm's graphic design services to clients. Wil was previously a designer at Odgis & Company, where his clients included IBM, Towers Perrin and PricewaterhouseCoopers. His work has been acknowledged in Print Magazine, Graphic Design USA and Step Design. Wil is also a painter whose work has been showcased in New York, Washington DC and Miami. He received a Bachelor of Fine Arts from The Cooper Union for the Advancement of Science and Art.

Mark.jpgMark Green

Mark is the managing director of digital communications at Wechsler. He has helped build the practice since 2000 and led many of Wechsler’s most successful Web projects. With more than 20 years of experience in media and communications, including writing, editing, design, production, account management and technology support, Mark brings a wealth of knowledge to his work at Wechsler. He holds a Bachelor of Arts in journalism from Pennsylvania State University and completed the certificate program in Internet Technologies at Adelphi University.

Aaron.jpgAaron Hausman

Aaron is a senior producer at Wechsler, where he has spearheaded the development of many websites and online initiatives. He has been working in digital media for nearly a decade. Prior to Wechsler, he managed the Web presence for a wide range of sites from non-profit to municipal government to small businesses. Aaron has a Master’s degree in graphic communications management and technology from New York University.

Jess.jpgJessica Hitchen

Jessica Hitchen is a senior account manager at Wechsler. Her role includes serving as a key relationship manager and communications lead with clients. Jessica has an extensive marketing background, including owning a successful small business. Her financial marketing experience includes serving as senior communications manager for the retirement services group at MFS, as well as marketing communications director, Keyport Life Insurance Company. She began her career as a marketing specialist at Putnam Investments. Jessica received her BA from Mount Holyoke and her MBA from University of Maryland.

Rhonda.jpgRhonda Nichtenhauser

As Wechsler’s senior content strategist, Rhonda has been responsible for developing the firm’s highly regarded content engine. Rhonda’s knowledge of financial services has been gained through two decades as a writer, editor and marketing manager on both the industry and agency sides of the business. Prior to joining Wechsler, Rhonda was mutual fund marketing manager at Shearson Lehman Brothers and subsequently Smith Barney, and a writer and project manager for Ivy Funds. Rhonda holds a Bachelor of Arts from Cornell University.

Dan.jpgDan Ross

Dan’s 25-year career as a marketing strategist and writer has made him one of America’s leading authorities on financial branding. As president of Wechsler, he is responsible for the firm’s brand strategy and consulting services. Dan has consulted for many of the world’s leading financial institutions and speaks regularly on the challenges of building brands in sophisticated market segments. Dan has taught information design for writers at The New School and is the author of Acts of Faith (St. Martin's Press, Schocken Books). He has created many financial brand names including NYCE and Defined Asset Funds. Dan is a trustee emeritus of Packer Collegiate Institute and director of the Brooklyn Bureau of Community Service.

Arnold.jpgArnold Wechsler

Arnold is the founder and chief executive officer of Wechsler. In the early 1980s, Arnold anticipated the need for clear, well-designed marketing communications to reach a growing audience for investment products and services. The enormous growth of the asset and wealth management industries confirmed his foresight. Arnold’s work has received widespread recognition from professional organizations and publications such as the American Institute of Graphic Arts, the Art Directors Club of New York, Graphis and The Type Directors Club. Arnold received a Bachelor of Arts from Rutgers University.