Lori Barnett of Summitas Honored at WealthBriefing Innovation Awards
Lori Barnett, Senior Creative Director at Summitas, has secured the Marketing Individual (Americas) title at the inaugural 2026 WealthBriefing Innovation in Marketing Awards. The recognition highlights her long-term influence on the firm’s visual identity and communications strategy within the competitive global wealth management sector.
The awards program identifies professionals and organizations establishing new benchmarks for creativity and strategic excellence. Winners are selected through an independent, rigorous judging process designed to evaluate how firms communicate their value propositions to high-net-worth clients.
Dan Gregerson, Chairman and CEO of Summitas, praised Barnett’s nearly two-decade tenure, noting her foundational role in shaping the company’s brand evolution. Before her time at Summitas, Barnett honed her expertise at Apple and Adobe. According to Gregerson, her commitment to quality and thoughtful creative direction has been instrumental in the platform's development since its inception.
Stephen Harris, CEO of Clearview Financial Media, emphasized that these accolades reflect the increasing necessity for innovation in wealth management. The awards serve as a platform for industry leaders to benchmark their performance against peers while celebrating achievements in a sector that is increasingly reliant on sophisticated, secure client engagement tools.
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