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Art Director
Ty Adamson is Art Director at Aite-Novarica. Prior to joining Aite-Novarica, he was Senior Promotions Designer at The Boston Herald and a package designer at Hasbro. Ty has an MA in Graphic Design from Suffolk University and a BA in Computer Science from Newbury College.    MORE
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-Novarica'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 Associate
Areas of Expertise: 
Card Products (Credit, Debit, and Prepaid)
Digital Wallets
Francisco Alvarez-Evangelista is a research associate in Aite-Novarica’s Retail Banking & Payments practice. Mr. Alvarez-Evangelista has several years of experience in the financial services sector, primarily in anti-money laundering compliance and business development roles in banking....  MORE
Global Account Director
Kenzo An is a global account director at Aite-Novarica. He manages new research and consulting initiatives for current client relationships and facilitates new partnerships with executives and teams seeking to leverage Aite Group’s market intelligence and research, focusing on organizations...  MORE
Human Resources Manager
Elaine Arruda is Aite-Novarica’s human resources and office manager. She is a graduate of the Master of Science in Human Resource Management program at Emmanuel College in Boston. With over 20 years in the human resources space, she brings multi-industry experience to her role. Prior to...  MORE
Senior Analyst
Areas of Expertise: 
Bill Payment and Bill Presentment (EBPP)
Business-to-Consumer Disbursements
Cross-Border Payments/Remittances
Person-to-Person (P2P) Payments
Talie Baker is a senior analyst with Aite-Novarica’s Retail Banking & Payments practice, focusing on the customer experience and digital payments technologies including person-to-person payments, business-to-consumer disbursements, cross-border payments, and the merchant payments ecosystem....  MORE
Head of Banking & Payments
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 the head of Banking & Payments, Insights & Advisory, 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
Research Director
Areas of Expertise: 
Agile Development
B2B Payments
Cash Management
Cloud
Integrated Receivables
Payables and Receivables Technology and Solutions
Real-Time Payments
Erika Baumann serves as a research director for Aite-Novarica’s Commercial Banking & Payments practice, focusing on payables and receivables technology and solutions. She has over 10 years of experience in the wholesale banking space, bringing expertise from both banking and fintech...  MORE
Tom Benton is a Vice President of Research and Consulting at Novarica. His expertise is in IT strategy, emerging technologies, customer engagement, core systems implementation and project management, primarily for life and annuities. Prior to joining Novarica, Tom served as VP of Technology...  MORE
Research Officer/Chief Information Officer
Areas of Expertise: 
Blockchain/DLT
Cloud
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
Research Director
Areas of Expertise: 
Electronic Trading
Fixed Income
Foreign Exchange
Listed and OTC Derivatives
Risk Management
Audrey Blater, Ph.D., is the research director of Aite-Novarica’s Capital Markets team, focusing on fixed income, foreign exchange, listed and OTC derivatives, and risk management research. Her work spans technological developments, industry trends, and market structure as well as the impact of...  MORE
Senior Analyst
Areas of Expertise: 
Corporate Treasury
Enterprise Blockchains
Liquidity Management
Open Banking
Supply Chain Finance
Trade Finance
Transaction and Corporate Banking
Enrico Camerinelli is a senior analyst at Aite-Novarica specializing in commerical banking, cash and trade finance, and payments. Based in Milan, he brings a strong European focus to Aite-Novarica’s Commercial Banking practice. Mr. Camerinelli has been widely quoted by publications...  MORE
Nancy Casbarro is a Vice President of Research and Consulting at Novarica. She has over 30 years of insurance technology experience, most of which were spent in senior IT leadership positions at MetLife. Most recently, Nancy served as the IT Solutions Delivery Vice President for the Group...  MORE
Research Associate
Aisha Chandraker is an associate at Aite-Novarica. Prior to joining the firm, she worked in immigration law. She has a BA in Sanskrit and Tibetan from the University of Oxford.   MORE
Co-Head of Sales & Account Management
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
Martina Conlon is an Executive Vice President of Research and Consulting and practice leader for property/casualty at Novarica. She has expertise in IT strategy, best practices, organizational approaches, and technology architecture and is the primary researcher and author of market-leading...  MORE
Head of Risk
Areas of Expertise: 
Anti-Money Laundering
Authentication
Bank and Payments Fraud
Data and Analytics
Global Anti-Corruption
Know Your Customer (KYC)
Machine Learning and AI
Sanctions Screening
Julie Conroy serves as the head of Risk, Insights & Advisory and covers fraud, data security, anti-money laundering, and compliance issues. Ms. Conroy brings to Aite-Novarica more than a decade of hands-on product management experience working with financial institutions, payments processors...  MORE
Stephanie Dalwin is Research Director at Aite-Novarica, supporting the firm’s InsureTech and industry trends research. Prior to joining the firm, Stephanie worked at United Way of Central Maryland supporting fundraising efforts through data mining and reporting. She has an MA in Iberian and...  MORE
Emerson Davis is a lead associate at Aite-Novarica. Prior to joining Novarica, Emerson held roles in asset management and international trade. He has an MSc in Economic History from the London School of Economics. He also holds BAs in Economics and Political Science from Bucknell University.   MORE
Global Account Director
Gile Downes is a global account director based in London working to expand Aite-Novarica’s profile and client base in the U.K., Europe, and India. He brings a background in academic research from Columbia University Graduate School of Business as well as extensive solution-focused sales and...  MORE
Alex Effgen is Managing Editor at Novarica. In this role, he works closely with the firm’s leadership team to provide consistency across research materials, oversees the production of Novarica reports, and ensures value through a growing base of content, including publications, marketing,...  MORE
Kristen Extine works as an editor at Aite-Novarica. As part of the editorial team, Ms. Extine closely reads reports prior to publication and works with analysts to ensure that all writing is grammatically correct, consistent, and clear. Ms. Extine also works behind the scenes on a variety of tasks...  MORE
Senior Analyst, Research Design & Data
Judy Fishman is a senior analyst on the Research Design & Data team at Aite-Novarica. Supporting all five practice areas of the firm, she is responsible for data quality and integrity across qualitative and quantitative studies, ensuring that that data analysis and interpretation is appropriate...  MORE
Manager, Research Design & Data
Sarah Fitzsimmons is the manager of the Research Design & Data team (Aite-Novarica’s quantitative insights team), in which capacity she collaborates with all five Aite-Novarica practices on study design, questionnaire development, and statistical data analysis. She brings to Aite-Novarica...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Machine Learning and AI
Trace Fooshee is a senior analyst in Aite-Novarica’s Fraud & AML practice, covering fraud and data security issues. Mr. Fooshee has been leading business transformation initiatives for over 20 years. He started his professional career in Singapore, where he focused on delivering process...  MORE
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-Novarica’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
Global Account Director
Anthony Godine is a global account director at Aite-Novarica, where he develops new and expands existing relationships with clients based in the Northeast United States.  Mr. Godine brings over 20 years of successful sales experience in the market research industry. He worked for 12...  MORE
Jeff Goldberg is an Executive Vice President of Research and Consulting at Novarica. His expertise includes data analytics and big data, digital strategy, policy administration reinsurance management, InsureTech and innovation, SaaS and cloud computing, data governance, and software...  MORE
Global Account Director
Matthew Hamilton is a global account director at Aite-Novarica, where he oversees business development for new and existing relationships with leading financial services institutions based in the New York City and tri-state area. He acts as a trusted partner with clients, strategically...  MORE
Martin Higgins is a Vice President of Research and Consulting at Novarica. He has over two decades of experience working in insurance technology, having served as Practice Director for Edgewater Consulting, where he was responsible for the company’s property/casualty business nationwide. He...  MORE
Client services lead
Nancy Hill is client services lead at Aite-Novarica, where she works with existing select Aite-Novarica clients to enhance and maintain the relationship between clients and analysts while keeping sales informed of interactions between the two groups. She has an extensive background in...  MORE
Harry Huberty is Research Director and Chief of Staff at Aite-Novarica, with experience supporting a range of insurance technology strategy projects and research. His personal research interests include the evolution of telematics and IoT in insurance. Prior to joining the firm, Harry worked...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Blockchain/DLT
CISO Executive Leadership
Cloud
Cyber Risk Management Strategy
Data Protection and Privacy
Governance, Metrics, and Reporting
Identity and Access Management (IAM)
Internet of Things
Machine Learning and AI
Managed Security Services
Network and Endpoint Security
Operational Resilience
Risk Management
Wireless and Voice Security
Steve Hunt is a senior analyst on Aite-Novarica’s Cybersecurity team. A speaker, advisor, and most of all a teacher, Mr. Hunt has been a strategic advisor to worldwide leaders of business and government. He has assisted more than 400 global organizations to optimize success in IT, security, and...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Shirley Inscoe is a senior analyst on Aite-Novarica's Fraud & AML practice, covering fraud and data security issues. Ms. Inscoe brings to Aite-Novarica 30 years of banking experience in enterprise fraud and payments issues. She has served as the chair of the BITS Fraud Reduction...  MORE
Senior Analyst
Areas of Expertise: 
Compliance
Customer Onboarding
Data Management
Post-Trade Processing and Technology
Regulations
Vendor Management
Vinod Jain is a senior analyst who supports the efforts of Aite-Novarica’s Capital Markets team, focusing on institutional trading operations, post-trade processing, audit and regulatory compliance, and data management across equity, fixed income, and OTC derivatives. Mr. Jain brings...  MORE
Matthew Josefowicz is the Founder of Novarica. He is a widely published and frequently cited expert on insurance and financial services technology, operations, and digital  strategy. For the past two decades, he has worked with domestic and international insurance CIOs and their teams,...  MORE
Senior Analyst
Areas of Expertise: 
Claims
Consumer-Directed Healthcare
Data and Analytics
Digital Transformation
Employer Benefits
Financial Wellness
Healthcare Payments
Individual and Group Health Insurance
Insurance Fraud
Insurtech
Internet of Things
Machine Learning and AI
Inci Kaya works within Aite Group’s Health Insurance practice and covers healthcare payments, health IT, evolving market trends, and vendor evaluations and their implications for industry stakeholders. Ms. Kaya brings to Aite Group 10 years of experience in advisory research, strategic market...  MORE
Steven Kaye is Vice President of Research at Novarica, and lead editor of the firm’s Business and Technology Trends in Insurance series. He has managed  a wide range of research projects since joining the firm in 2008. Previously, Steven worked for Accenture as an insurance...  MORE
Graphic Designer
Nicholas Kent, an expert in graphic design and an experienced creative professional, is Aite-Novarica’s in-house graphic designer. Over the course of his career, Mr. Kent has played a key leadership role in several startup environments. Through clear, clean design and branding, he plays an...  MORE
Charlie Kirchofer is a lead associate at Aite-Novarica. Prior to joining Aite-Novarica, he worked in market research and commercial due diligence; was a freelance editor,  translator, and English and German language instructor; and taught Security Studies at the School of Criminology and...  MORE
Jim Klotz is a Research Council Fellow at Novarica. He is a veteran of the P/C insurance industry, having spent 15 years as the SVP and CIO of PMA Companies, where he led efforts to replace all of the company’s core legacy technology, establish a corporate call center, and introduce a risk...  MORE
Senior Analyst
Areas of Expertise: 
Cloud
Compliance
Cyber Risk Management Strategy
Data Protection and Privacy
Identity and Access Management (IAM)
Managed Security Services
Network and Endpoint Security
Vendor Management
Wireless and Voice Security
Joe Krull, CISSP, CISA, IAM, CRISC, and CIPP, is a senior analyst at Aite-Novarica specializing in cybersecurity, privacy, and IT risk. He splits his time between San Antonio, Texas, and Tel Aviv, Israel, and he brings more than 40 years of security and privacy experience to Aite-Novarica...  MORE
Marketing Communications and PR Manager
Kaitlyn Labbe is Aite-Novarica’s marketing communications and PR manager. She has over 17 years’ experience in the client services industry. For the last 10 years, she has been employed at Interaction Associates, the United States’ premiere provider of leadership development skills for some of the...  MORE
Global Account Director
Johnny Lam is a global account director at Aite-Novarica, overseeing the business development and client engagement function for the West Coast. He works closely with clients to better understand the gaps that an organization needs to close and to partner strategically to achieve their desired...  MORE
Emily Lecaque is a lead associate in content development and editorial at Aite-Novarica. Prior to joining the company, Emily worked as an editor at Influence  & Co. Her previous experience also includes two years teaching English in South Korea. Emily graduated magna cum laude ...  MORE
Research Associate
Ashley Lee is an associate at Aite-Novarica. Prior to joining the firm, Ashley worked in management consulting and academic research. She has an MA in International Relations from the University of Chicago and a BA in East Asian Studies from Columbia University.    MORE
Head of Products and Strategy
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
Paul Legutko is Vice President, Digital Marketing and Analytics at Novarica. Paul has 20 years of experience in research and analysis, with a specialty in designing and applying analytical solutions to a wide range of data sets and problems. After spending nine years in digital analytics...  MORE
Senior Analyst
Areas of Expertise: 
Blockchain/DLT
Cloud
Data and Analytics
Digital Transformation
Electronic Trading
Foreign Exchange
Machine Learning and AI
Yue Malan is a senior analyst who supports the efforts of Aite-Novarica’s Capital Markets team, focusing on cross-asset trading technology and market structure. Her work covers industry trends in digital transformation and innovation in capital markets through research reports and consultancy....  MORE
Global Account Director
Danny Martin is a global account director for Aite-Novarica. Mr. Martin’s career has found him filling roles in business development or account management, or a combination of both. The last eight years, he worked in the risk management tech sector with midsize and large financial services...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Machine Learning and AI
Merchant Acquiring
David Mattei is a senior analyst at Aite-Novarica in the Fraud & AML practice.  Mr. Mattei has over 15 years of experience in the payments industry designing, building, and launching fraud and dispute systems. Fraud constantly poses financial and reputational risks to parties on both...  MORE
Rob McIsaac is an Executive Vice President of Research and Consulting and practice leader for life/annuity/benefits at Novarica. He has expertise in IT strategy and management for the insurance and financial services industries with experience in technology and business strategy for life,...  MORE
Editor
Susan Miller is an editor on the Aite-Novarica editorial team. She’s a stickler for accuracy, conciseness, and consistency. Ms. Miller brings over 30 years of documentation experience in various roles. Prior to joining Aite-Novarica, she was a senior editor at John Wiley & Sons, a legal...  MORE
Senior Analyst
Areas of Expertise: 
Buy-Side Research
Data and Analytics
Electronic Trading
Equities Market
Front-Office Trading Technology
Market Structure
Spencer Mindlin is an Aite-Novarica senior analyst focused on capital markets technology, particularly front-office trading technology, execution and order management systems, market data platforms, exchange-traded funds, and emerging financial technology products. Mr. Mindlin brings to...  MORE
Senior Analyst
Areas of Expertise: 
Chatbot/Voice Assistant Technology
Customer Onboarding
Customer Relationship Management (CRM)
Digital Content Marketing
Marketing Analytics
Personal Financial Management
Tiffani Montez is a Retail Banking senior analyst at Aite-Novarica covering digital channel interactions, marketing analytics, artificial intelligence, chatbots, and financial wellness. Ms. Montez has deep experience in global financial services with more than 20 years of experience in...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Card Products (Credit, Debit, and Prepaid)
Customer Onboarding
Data and Analytics
Financial Inclusion
Know Your Customer (KYC)
Risk Management
Underwriting
Jim Mortensen is a senior analyst in Aite-Novarica Group’s Fraud & AML practice, covering identity, fraud, and data security issues. Mr. Mortensen has been in the financial services industry for over 30 years, delivering fraud prevention, identity verification, and credit underwriting...  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
Rosa Nin-Seto is Market Research and Vendor Engagement Coordinator at Aite-Novarica. Prior to joining the firm, Rosa worked at the Massachusetts Association of Community Development Corporations as the Communications and Operations Associate. She has an AA in Business Management and a BS in...  MORE
Global Account Director
John C. Nionakis is in charge of business development and account management for Aite-Novarica's Banking & Payments, Insurance, and Securities & Investments practices in the central United States. Prior to joining Aite-Novarica, Mr. Nionakis was the senior vice president of sales...  MORE
Senior Analyst
Areas of Expertise: 
Commercial Lending
Customer Onboarding
Loan Processing
Return-on-Investment Analysis
Small-Business Lending
Stress Testing
David O’Connell is a senior analyst with Aite-Novarica’s Commercial Banking team, where his primary coverage area is lending. A former commercial lender of 14 years, Mr. O’Connell brings to his lending coverage extensive hands-on and granular knowledge of banks’ challenges in...  MORE
Senior Analyst
Areas of Expertise: 
Core Systems
ESG
International Private Banking
Wally Okby is a senior analyst for Aite-Novarica’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
Global Account Director
Michael Ormsby is a global sales director at Aite Group, responsible for business development and account management for the New York metropolitan area. In this role he partners with prospects and clients to understand their initiatives and connect them with the appropriate research resources...  MORE
Senior Analyst
Areas of Expertise: 
Credit Products (Home, Student, Personal, and Auto Loans)
Credit/Interest Rate
Financial Inclusion
Lending and Related Technologies
Loan Processing
Marketplace Lending
Regulations
Risk Management
Leslie Parrish is a senior analyst with Aite-Novarica’s Retail Banking practice, focusing on consumer lending. Ms. Parrish was one of the initial employees of the Consumer Financial Protection Bureau, a federal financial regulator. Her role entailed engaging with lenders and helping to develop...  MORE
Senior Analyst
Areas of Expertise: 
Consumer Payments
Digital Wallets
Merchant Acquiring
Payments Acceptance Technologies
Thad Peterson is a senior analyst with Aite-Novarica, focusing on the evolution of the payment space, the customer payment experience, and merchant acquiring. Recognized as a global thought leader in payments, Thad has a proven track record of identifying and developing new opportunities and...  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-Novarica'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: 
Bank and Payments Fraud
Cash Management
Wholesale Payments
Maria Reardon serves as a senior research analyst for Aite-Novarica’s Commercial Banking & Payments practice, focusing on payments, operations, risk mitigation, and transformation. She has over 25 years of leadership experience in corporate and commercial banking, working with global and...  MORE
Product Manager
Jamie Regehr is Aite-Novarica’s product manager. She is responsible for product strategy and management for research product offerings and related services, including new product development. She is also responsible for managing and sourcing external partnerships for content development or new...  MORE
Chief Executive Officer
Kurt Reisenberg is Aite-Novarica's CEO. He began his career as a research analyst in financial services and is excited to be serving this fast-paced and ever-changing sector again. Prior to joining Aite-Novarica, Mr. Reisenberg spent 23 years with Corporate Executive Board (CEB), helping to grow...  MORE
Co-Head of Sales & Account Management
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
Managing Editor
Kimberley Rizzo is Aite-Novarica’s managing editor. Supporting all nine Aite-Novarica research practices, she manages the editorial workflow by ensuring the timely editing and proofreading of all research and overseeing the publication of syndicated reports. Prior to joining Aite-Novarica,...  MORE
Senior Analyst
Areas of Expertise: 
Auto and Home
Claims
Commercial Insurance
Core Systems
Data and Analytics
Insurance Fraud
Insurtech
Internet of Things
Machine Learning and AI
Marketing Analytics
Telematics
Underwriting
Stuart Rose is a senior analyst on Aite-Novarica’s P&C Insurance practice. He is responsible for market research and delivering strategic advice on applying data, analytics, and technology within the insurance industry. Mr. Rose began his career as an actuary at a leading global insurer in...  MORE
Event Sales Executive
Siobhan Scanlan serves as Aite-Novarica’s PR and marketing manager and is involved with public relations, email marketing, webinars, and marketing collateral. Prior to joining Aite-Novarica, Ms. Scanlan worked for Envestnet | PMC, where she worked on creating marketing materials for the...  MORE
Senior Analyst
Areas of Expertise: 
Bill Payment and Bill Presentment (EBPP)
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Credit/Interest Rate
Cross-Border Payments/Remittances
Digital Transformation
Digital Wallets
Merchant Acquiring
Mobile Banking
Online Banking
Open Banking
Payments Acceptance Technologies
Person-to-Person (P2P) Payments
Personal Financial Management
RDC/Mobile Capture
Real-Time Payments
Ginger Schmeltzer is a senior analyst for Aite-Novarica’s Retail Banking & Payments practice covering enterprise retail payments, emerging payments, and the processor and acquirer landscapes. Recognized as a payments and digital banking expert, Ms. Schmeltzer has...  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-Novarica'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-Novarica after running a sustainability...  MORE
Senior Analyst
Areas of Expertise: 
CISO Executive Leadership
Compliance
Cyber Risk Management Strategy
Data Protection and Privacy
Governance, Metrics, and Reporting
Managed Security Services
Regulations
Risk Management
Threat Intelligence
Vendor Management
Tari Schreider, C|CISO, CRISC, ITILf, and MCRP, is a senior analyst at Aite-Novarica specializing in cybersecurity, information assurance, security program architecture, and maturity improvement. He lives in metropolitan Atlanta and brings more than 40 years of security, privacy, and recovery...  MORE
Senior Analyst
Areas of Expertise: 
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
David Shipper is the senior research analyst in Aite-Novarica’s Retail Banking & Payments practice focusing on debit, credit, and prepaid cards. Based in Phoenix, Arizona, Mr. Shipper brings to Aite Group more than 15 years of experience leading card and payment strategies for financial...  MORE
General Counsel
Scott Sidell is the Senior Vice President of Legal, Finance, and Administration at Novarica. He has experience in strategic initiatives at high-tech organizations ranging from startup and venture-backed private companies to mature, public enterprises. Prior to joining Novarica, he served in...  MORE
Senior Analyst
Areas of Expertise: 
Buy-Side Governance
Buy-Side Performance and Index Measurement Client Reporting
Buy-Side Portfolio Management Systems
Buy-Side Portfolio Risk Management
Buy-Side Risk and Compliance
Custody
ESG
Fund Administration
Institutional Asset Owners
Paul Sinthunont is a senior analyst at Aite-Novarica, specializing in buy-side research. He covers buy-side trends in technology, operations, and regulation. His core focus is on portfolio management systems, risk management, performance attribution and measurement, Environmental Social and...  MORE
Event Marketing Manager
Madeline Smith serves as the event marketing manager for Aite-Novarica. She focuses on the development and execution of event marketing in support of Aite-Novarica’s growing face-to-face events business. Prior to joining Aite-Novarica, Ms. Smith was an event marketing manager at Envestnet...  MORE
Global Head of Marketing & Communications
Lori Spendley serves as global marketing director for Aite-Novarica, where she leads the development and execution of marketing, event, and PR strategies to help drive company growth and advance the Aite-Novarica brand. She is a seasoned business-to-business and digital marketing leader with...  MORE
Victoria Spitz is Director of Marketing at Aite-Novarica. Prior to joining the firm, Victoria worked in marketing and education at a range of nonprofit institutions including the ICA/Boston, Lincoln School, RISD Museum, and AmeriCorps. Victoria has an MA in Public Humanities from Brown...  MORE
Global Account Director
Martin St. John is a global account director at Aite-Novarica, developing business opportunities and advising existing clients based within Mid-Atlantic and Southeastern regions of the United States. Before joining Aite-Novarica, Mr. St. John managed clients and new business at TowerGroup, where...  MORE
Caitlin Stassa is a marketing associate at Aite-Novarica. Prior to joining the firm, she worked in video production. She has a BA in Visual Media Arts from Emerson College.   MORE
Research Director
Areas of Expertise: 
Anti-Money Laundering
Compliance
Global Anti-Corruption
Know Your Customer (KYC)
Life Insurance and Annuities
Machine Learning and AI
Sanctions Screening
Charles (Chuck) Subrt is a research director for Aite-Novarica’s Fraud & AML practice and covers anti-money laundering and compliance issues. Mr. Subrt brings to Aite-Novarica 20 years of legal and compliance experience and a deep expertise advising business leaders,...  MORE
Head of Asian Operations
Steven Suzuki is the head of Asian operations at Aite-Novarica, focusing on business development in Asia. Mr. Suzuki brings to Aite-Novarica over 20 years of experience in the Japanese financial services and information technology industries through Aite-Novarica's acquisition of...  MORE
Senior Event Planner
As a certified meeting planner (CMP), Rebecca Taylor brings over 20 years of event planning and event execution experience to Aite-Novarica. For the past 10 years, Ms. Taylor has been self-employed and has supported such clients as IDC Research, Novartis, GE, LPL Financial, EMC, Red Hat, and...  MORE
Ken Toffolo, CLU ChFC, is a Research Council Fellow at Novarica. He has expertise in insurance technology transformation, with more than three decades of experience.  His recent experience includes serving as Vice President of Application Development at New York Life. During his tenure at New...  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
Insurtech
Internet of Things
Practice Management
Real-Time Payments
Michael Trilli is the research director for Aite-Novarica'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...  MORE
Senior Analyst
Areas of Expertise: 
B2B Payments
Commercial Cards
Data and Analytics
Payment Regulations
Gilles Ubaghs is a senior analyst with Aite-Novarica’s Commercial Banking & Payments practice, where he is focused on business-to-business and commercial payments as well as the role that digital transformation is having across the enterprise and broader financial services sector. Mr....  MORE
Senior Analyst
Areas of Expertise: 
Claims
Digital Transformation
Employer Benefits
Financial Planning and Retirement Income
Financial Wellness
Insurance/Independent Broker-Dealers
Insurtech
Life Insurance and Annuities
Machine Learning and AI
Underwriting
 Manoj Upreti is a senior analyst with Aite-Novarica’s Life Insurance and Annuity practice. He brings to Aite-Novarica 15 years of experience in product development, market research, and digital transformations in the life insurance, annuity, and retirement industries. Prior to joining...  MORE
Senior Analyst
Areas of Expertise: 
Consumer Payments
Digital Wallets
Machine Learning and AI
Open Banking
Payment Regulations
Payments Acceptance Technologies
Ron van Wezel is a senior analyst for Aite-Novarica’s Retail Banking & Payments practice. His research covers market and regulatory trends in the payments space, with a focus on Europe. Mr. van Wezel is a renowned expert in payments and digital banking. He brings to Aite-Novarica 30...  MORE
Chief Financial Officer
Fotios Vardaxis serves as Aite-Novarica's Chief Financial Officer, managing all areas of Aite-Novarica's finance area.   Prior to joining Aite-Novarica, Mr. Vardaxis was the controller for Cor Financial, where he oversaw finance and human resources and managed the information technology...  MORE
Chief of Staff
Tiffany Wang is a lead associate at Aite-Novarica. Prior to joining the firm, she worked in academic research. She has a BA in Chemistry with a minor in English from Wellesley College; she also studied English at the University of Oxford as an undergraduate.   MORE
Mitch Wein is a Senior Vice President of Research and Consulting at Novarica. He has expertise in international IT leadership and transformation as well as technology strategy for life, annuities, health, personal and commercial lines, wealth management, and banking. Prior to joining Novarica...  MORE
Eric Weisburg is a Vice President of Research and Consulting at Novarica. His expertise lies in insurance technology, operations, and finance. Eric has over 20 years of insurance industry, consulting, and software experience. Prior to Novarica, Eric served as Managing Vice President of Strategic...  MORE
Senior Analyst
Areas of Expertise: 
Anti-Money Laundering
Compliance
Data and Analytics
Know Your Customer (KYC)
Machine Learning and AI
Sanctions Screening
Colin Whitmore is a senior analyst in Aite-Novarica’s Fraud & AML practice, covering anti-money laundering (AML) and sanctions. Mr. Whitmore brings over 20 years of experience within banking and financial services, working in the United Kingdom with firms including Thompson Reuters, Aviva,...  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-Novarica’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
Sam Wright Fairbanks is a senior associate in content development at Aite-Novarica. Before joining the team, Sam was a staff writer and reporter with commerce and FinTech publication PYMNTS. He has also held editorial positions with Map Happy and The Reykjavík Grapevine. Sam received an MFA in...  MORE
Deb Zawisza is a Vice President of Research and Consulting at Novarica. She has expertise in insurance technology leadership and transformation with over 25 years of experience. Prior to joining the firm, she spent eight years as SVP/CIO for Claims/Loss Control at Travelers Insurance, leading...  MORE

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