Research Director
Areas of Expertise: 
Bill Payment and Bill Presentment (EBPP)
Branch Channel/ATM
Core Systems
Mobile Banking
Online Banking
Personal Financial Management
David Albertazzi is the research director for Aite Group’s Retail Banking & Payments practice and focuses on retail bank channels and core banking technologies. He specializes in technology solutions used by banks and credit unions to support their mobile banking, online banking, branch, ATM,...  MORE
Research Director
Areas of Expertise: 
Cash Management
Core Systems
Corporate Mobile Banking
Corporate Portals
Customer Onboarding
Digital Transformation
Global Cash Management
Integrated Receivables
RDC/Mobile Capture
Small-Business Banking
Christine Barry serves as research director for Aite Group's Wholesale Banking practice, focusing on the strategies and technology implementations of global banks of all sizes. Her recent research has addressed global cash management trends and technologies, capturing the valuable small-...  MORE
Co-Founder and Research Director
Areas of Expertise: 
Digital Transformation
Internet of Things
Co-founder Gwenn Bézard is the head of research and consulting at Aite Group. He oversees the firm’s analyst team across the Banking & Payments, Securities & Investments, Insurance, Fraud & AML, Cybersecurity and Research Design & Data offerings. He is passionate...  MORE
Co-Founder and Director of Business Strategy
Gerald Clemente is a co-founder and partner at Aite Group. Mr. Clemente spearheads the firm’s business strategy efforts and advises clients, prospects, and partners on how they can meet their strategic goals. Mr. Clemente has more than 20 years of experience in the financial services industry...  MORE
Research Director
Areas of Expertise: 
Anti-Money Laundering
Bank and Payments Fraud
Data and Analytics
Global Anti-Corruption
Know Your Customer (KYC)
Machine Learning and AI
Sanctions Screening
Julie Conroy is research director for Aite Group’s Fraud & AML practice and covers fraud, data security, anti-money laundering, and compliance issues. Ms. Conroy brings to Aite Group more than a decade of hands-on product management experience working with financial institutions, payments...  MORE
Co-Founder and Managing Partner
Areas of Expertise: 
Electronic Trading
Equities Market
Fixed Income
Foreign Exchange
Front-Office Trading Technology
Market Structure
Sang Lee is a co-founder and serves as managing partner of Aite Group. Mr. Lee's expertise lies in the securities & investments vertical, and he has advised many global financial institutions, software and hardware vendors, and professional services firms in sell-side and buy-...  MORE
Research Director
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Data and Analytics
Digital Transformation
Fee-Based Business and Separately Managed Accounts
Registered Investment Advisors (RIAs)
Retail Clearing and Custody
Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning,...  MORE
Partner and Chief Operating Officer
Frank Rizza is a co-founder and serves as chief operating officer of Aite Group. He co-manages the firm's business development efforts and advises prospects, clients, and partners on selecting the appropriate mixture of research services and consulting engagements for their...  MORE
Marketing Director
Lori Spendley serves as global marketing director for Aite Group, where she leads the development and execution of marketing, event, and PR strategies to help drive company growth and advance the Aite Group brand. She is a seasoned business-to-business and digital marketing leader with more than 20...  MORE
Research Director
Areas of Expertise: 
B2B Payments
Bill Payment and Bill Presentment (EBPP)
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
Consumer-Directed Healthcare
Data and Analytics
Digital Wallets
Employer Benefits
Financial Wellness
Healthcare Banking
Healthcare Payments
Individual and Group Health Insurance
Insurance Fraud
Internet of Things
Practice Management
Real-Time Payments
Michael Trilli is the research director for Aite Group's Insurance practice (encompassing P&C Insurance, Life Insurance, and Healthcare Insurance). He specializes in commercial and consumer healthcare payment innovation spanning providers, payers, and the employer benefits industries. He brings...  MORE


If you have a question specific to your industry, talk with an Aite Group analyst.  Call us today to learn about the benefits of becoming a client.


Receive email updates relevant to you. Subscribe to entire practices or to selected topics within practices.