#USA #New York #Summitas #WealthBriefing #Lori Barnett

Celebrating Lori Barnett's Achievement

On September 17, 2026, Summitas, a premier client engagement platform focused on family offices, wealth advisors, and client-facing businesses, proudly announced that their Senior Creative Director, Lori Barnett, secured a prestigious accolade in the Marketing Individual (Americas) category at the first WealthBriefing Innovation in Marketing Awards. This ground-breaking awards program recognizes exceptional creativity and innovation within the wealth management sector, spotlighting professionals and firms that are redefining industry standards.

The WealthBriefing Innovation in Marketing Awards were designed to honor individuals and organizations that demonstrate remarkable ingenuity in marketing strategies and implementation across the wealth management spectrum. Winning entries were chosen by an independent panel of judges through an extensive evaluation process, ensuring that the selections truly reflect industry excellence.

Dan Gregerson, Chairman and CEO of Summitas, expressed his pride in Lori's achievement, stating, "Lori has been shaping exceptional products and brands since her early years at Apple and Adobe. We've been extraordinarily fortunate to have her as a founding member of Summitas. For nearly twenty years, she has influenced how our company presents itself, engages with clients, and adapts to the dynamic requirements of the wealth management industry. Her commitment to quality and innovation is deserving of this recognition."

Lori Barnett’s journey has been marked by her earlier contributions to technology giants such as Apple and Adobe. Her diverse expertise has given her a unique perspective on harnessing creativity within the wealth management context, solidifying her position as a leader in this field. Additionally, Stephen Harris, CEO of Clearview Financial Media and publisher of WealthBriefing, commended all award recipients for their exceptional contributions. He emphasized the significance of these awards as a platform for showcasing originality within the industry, offering firms a chance to benchmark their accomplishments against peers and appreciate extraordinary successes.

Summitas itself is renowned for its innovative client operating platform. It integrates data from various sources, including user-generated content, simplifying processes and enhancing client communications. Tools such as the Digital Vault, collaboration features, tailored communication, and task management are part of how Summitas functions seamlessly to deliver value to its clientele.

Since its establishment in 2007, Summitas has been at the forefront of responding to the evolving demands of the ultra-high-net-worth market, aiming to provide a comprehensive solution for wealth management services. The company's inception was driven by an entrepreneurial vision of utilizing technology to create a platform that meets the complex needs of modern wealth management, marking it as a pivotal player in the industry.

The recognition of Lori Barnett at the WealthBriefing Awards speaks volumes about her impact on the marketing strategies at Summitas and the overall progression of marketing within the wealth management space. As the industry continues to evolve, the creativity, strategic vision, and revolutionary practices championed by professionals like Lori will undoubtedly play a key role in driving future success.

Conclusion

Awards like the WealthBriefing Innovation in Marketing Awards not only celebrate individual accomplishments but also highlight the importance of innovation in client engagement and marketing effectiveness. Lori Barnett’s journey at Summitas exemplifies the remarkable intersection of creativity and strategy that is essential for thriving in today's financial landscape.