ANALYSTS

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ANALYSTS

Most of Aite Group's analysts have 10 or more years of direct experience working for financial institutions, technology vendors, or both. Their hands-on experience gives them an intimate knowledge of the world and contexts in which our customers operate, and it allows them to offer actionable—not pie-in-the-sky—recommendations as they research, consult, and partner with our clients. 

For an analyst briefing or to get in touch with our analysts, contact [email protected].

Find an Analyst:
Senior Analyst
Areas of Expertise: 
Advisor Trends
Customer Relationship Management (CRM)
Digital Content Marketing
Financial Planning and Retirement Income
Insurance/Independent Broker-Dealers
Practice Management
Product Distribution/Wholesaling
Registered Investment Advisors (RIAs)
Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and...  MORE
Senior Analyst
Areas of Expertise: 
Digital Transformation
Digital Wealth Management
International Private Banking
Regulations
Meghna Mukerjee is a senior analyst on the Wealth Management team writing about market trends as well as regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on regulations...  MORE
Senior Analyst
Areas of Expertise: 
Core Systems
ESG
International Private Banking
Wally Okby is a senior analyst for Aite Group’s Wealth Management practice, focusing on international private banking and socially responsible investments. He has covered the offshore private banking space for 10 years while living in Luxembourg and Dubai. His mandate was to provide hands-on...  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
Senior Analyst
Areas of Expertise: 
Banking Products in Wealth Management
Client Engagement and Reporting
Customer Onboarding
Customer Relationship Management (CRM)
Digital Content Marketing
Digital Wealth Management
Financial Planning and Retirement Income
Financial Wellness
Real-Time Payments
Wealth Management in the Banking Channel
Sophie Schmitt is a senior analyst on Aite Group's Wealth Management team, covering the convergence of banking, payment and investment solutions, client onboarding, financial wellness, and digital wealth management. Ms. Schmitt is returning to Aite Group after running a sustainability program...  MORE
Senior Analyst
Areas of Expertise: 
Active Trading
Digital Wealth Management
Electronic Trading
Fee-Based Business and Separately Managed Accounts
Listed and OTC Derivatives
Market Structure
Practice Management
Retail Clearing and Custody
William Whitt is a senior analyst on Aite Group’s Wealth Management team, covering active trading, digital wealth management, electronic trading, fee-based business and separately managed accounts, listed and OTC derivatives, market structure, practice management, and retail clearing and custody...  MORE

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