The Media Landscape of Finance and Insurance

Since the beginning of his career, Jason has worked in the financial sector for boutique investment firms to large institutions including MetLife, Bloomberg, and Dow Jones – delivering unique solutions encompassing all forms of marketing communications. Projects include employee communications, advertising and promotion, corporate collateral, sales force campaigns, and events – utilizing print, digital media, and video.

Clients include: Bloomberg, Dow Jones, MetLife, NY Life Insurance, Rothschild Asset Management


​As a leading design consultant for Bloomberg’s new business ventures, one of Jason’s projects was the design and marketing of BloombergBlack, a wealth management advisory service which was a technology platform using Bloomberg Intelligence. The strategic marketing plan was designed to appeal to the wealthy, savvy investor.


This integrated campaign was built with a custom envelope, direct mail piece, pitch letter, member card, and a landing page for an online invitation trial (link below). Jason was responsible for the copy and supervised all fabrication and printing. Lifestyle custom photography was shot to show different ages in real life settings.

Direct mail cover

8-panel folding system

Two of eight pages


Registration slider for BloombergBlack trial

Assorted Financial Communications

Creating the right tone for financial marketing that will resonate with the intended audience requires market research and design prowess – executing the right strategy with great art direction of photography and/or illustration. 

Capabilities brochure

Newsletter cover

Product brochure

RFP response cover

Capabilities brochure

Video title frame

Copyright © 2021   Jason Calfo   212.627.3800

Select work was produced under Calfo Aron and Calfo Ives.