EXPERTS

EXPERTS

Most of Aite-Novarica's experts 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 a briefing or to get in touch with our experts, contact [email protected].

Find an Analyst:
Director, Retail Banking & Payments Practice
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 Director of Aite-Novarica's Retail Banking & Payments practice, and he 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, and...  MORE
Areas of Expertise: 
Card Products (Credit, Debit, and Prepaid)
Digital Wallets
Francisco Alvarez-Evangelista is an Advisor in Aite-Novarica’s Retail Banking & Payments practice. Francisco has several years of experience in the financial services sector, primarily in anti-money laundering compliance and business development roles in banking. Prior to joining Aite-...  MORE
Strategic Advisor
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 Strategic Advisor 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 Insights & Advisory
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
Director, Commercial Banking & Payments Practice
Areas of Expertise: 
Agile Transformation
B2B Payments
Cash Management
Cloud
Integrated Receivables
Payables and Receivables Technology and Solutions
Real-Time Payments
Erika Baumann serves as Director of 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 vendor...  MORE
Strategic Advisor
Areas of Expertise: 
Customer Engagement and CCM
Emerging Technologies
InsureTech
Life and Annuity
Vendor Marketing Strategy and Roadmap Alignment
Tom Benton is a Strategic Advisor at Aite-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 Aite-Novarica, Tom served as VP of Technology and Systems at...  MORE
Chief Research Officer and Chief Information Officer
Areas of Expertise: 
Blockchain/DLT
Cloud
Digital Transformation
Internet of Things
Gwenn Bézard is the Chief Research Officer (CRO) and Chief Information Officer (CIO) at Aite-Novarica Group. He is responsible for maintaining consistent processes, standards, and training across Insights & Advisory practices and overseeing the firm's internal IT. Gwenn has over 20...  MORE
Director, Capital Markets Practice
Areas of Expertise: 
Electronic Trading
Fixed Income
Foreign Exchange
Listed and OTC Derivatives
Risk Management
Audrey Blater, Ph.D., is the 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
Strategic Advisor
Areas of Expertise: 
Corporate Treasury
Enterprise Blockchains
Liquidity Management
Open Banking
Supply Chain Finance
Trade Finance
Transaction and Corporate Banking
Enrico Camerinelli is a Strategic Advisor at Aite-Novarica specializing in commercial banking, cash and trade finance, and payments. Based in Milan, he brings a strong European focus to Aite-Novarica’s Commercial Banking practice. Enrico has been widely quoted by publications ranging...  MORE
Senior Principal
Areas of Expertise: 
Business Intelligence
Claims Processing
Data Warehousing
Financial Reporting and Document Management
Life/Annuities/Benefits
Policy Administration Systems
Property/Casualty
Nancy Casbarro is a Senior Principal at Aite-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 Benefits business at...  MORE
Associate
Areas of Expertise: 
Claims Processing
Core Systems
Customer Engagement
Digital Analytics
Insurer IT Strategy
Aisha Chandraker is an Associate at Aite-Novarica Group and the Novarica Women’s Network Program Coordinator. She works with senior team members to support consulting projects and create research reports. Prior to joining the firm, she worked in immigration law. She has a B.A. in Sanskrit and...  MORE
Head of Property and Casualty Insurance
Areas of Expertise: 
Core Systems
Data Strategy and Business Intelligence
Digital Strategy
IT Strategy and Architecture
Property/Casualty
Martina Conlon is Head of Property and Casualty Insurance at Aite-Novarica Group. She has expertise in IT strategy, best practices, organizational approaches, and technology architecture, and is the primary researcher and author of market-leading reports on agent portals, core systems,...  MORE
Head of Risk Insights & Advisory
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. Julie brings to Aite-Novarica more than a decade of hands-on product management experience working with financial institutions, payments...  MORE
Areas of Expertise: 
Augmented Reality
Chatbot/Voice Assistant Technology
Digital Distribution
InsureTech
Machine Vision
NLP
RPA
Stephanie Dalwin is an Advisor at Aite-Novarica Group, supporting the firm’s insurance business and technology trends research, along with vendor consulting engagements. Stephanie also heads up the company’s insuretech program, engaging startups through briefings and industry reports. Prior to...  MORE
Senior Analyst, Research Design & Data
Judy Fishman is a Senior Analyst on the Research Design & Data team at Aite-Novarica. Supporting all nine practice areas of the firm, she is responsible for data quality and integrity across qualitative and quantitative studies, ensuring that data analysis and interpretation is appropriate and...  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 nine Aite-Novarica practices on study design, questionnaire development, and statistical data analysis. She brings to Aite-Novarica...  MORE
Strategic Advisor
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Machine Learning and AI
Trace Fooshee is a Strategic Advisor in Aite-Novarica’s Fraud & AML practice, covering fraud and data security issues. Trace has been leading business transformation initiatives for over 20 years. He started his professional career in Singapore, where he focused on delivering process...  MORE
Strategic Advisor
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 Strategic Advisor 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...  MORE
Head of Insurance Insights & Advisory
Areas of Expertise: 
Big Data
Blockchain/Cryptocurrency
Data and Analytics
Machine Learning and AI
Small Commercial and Workers' Compensation
Jeff Goldberg is Head of Insurance Insights & Advisory at Aite-Novarica Group. 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 engineering best...  MORE
Senior Principal
Areas of Expertise: 
Agile Transformation
Analytics
Cloud
Core Systems
Data Warehousing
DevOps
Health Insurance
Life/Annuities/Benefits
Property/Casualty
Software Engineering
Martin Higgins is a Senior Principal at Aite-Novarica Group. 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 and casualty business nationwide. He has expertise in...  MORE
Head of CIO Research
Areas of Expertise: 
Direct Online Sales
Emerging Technologies
Insurer CIO Benchmarking
Insurer IT Strategy
Internet of Things
Personal/Commercial Auto
Small Business Commercial Lines
Telematics
Harry Huberty is Head of CIO Research at Aite-Novarica Group, where he manages the Research Council, a moderated knowledge-sharing community of over 400 insurer senior executives. He also leads Aite-Novarica Group’s research on automotive telematics in personal and commercial lines. He holds an MTS...  MORE
Strategic Advisor
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 Strategic Advisor on Aite-Novarica’s Cybersecurity team. A speaker, advisor, and most of all a teacher, Steve 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
Strategic Advisor
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Shirley Inscoe is a Strategic Advisor on Aite-Novarica's Fraud & AML practice, covering fraud and data security issues. Shirley 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
Strategic Advisor
Areas of Expertise: 
Compliance
Customer Onboarding
Data Management
Post-Trade Processing and Technology
Regulations
Vendor Management
Vinod Jain is a Strategic Advisor 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. Vinod brings...  MORE
Strategic Advisor
Areas of Expertise: 
Claims Processing
Consumer-Directed Healthcare
Data and Analytics
Digital Transformation
Employer Benefits
Financial Wellness
Healthcare Payments
Individual and Group Health Insurance
Insurance Fraud
InsureTech
Internet of Things
Machine Learning and AI
Inci Kaya is a Strategic Advisor on Aite-Novarica Group’s Health Insurance practice and covers healthcare payments, health IT, evolving market trends, and vendor evaluations and their implications for industry stakeholders. Inci brings to Aite-Novarica Group 10 years of experience in...  MORE
Head of Knowledge Management
Steven Kaye is Head of Knowledge Management 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
Manager, Associate Team
Areas of Expertise: 
Actuarial Systems
Data Governance
Economic Trends on Insurance
Insurer Client Vendor Selections
Parametric and CAT Insurance
PropTech
Charlie Kirchofer is Manager, Associate Team at Aite-Novarica Group. His role includes hiring, training, and mentoring research and consulting associates, project resourcing, and enhancing the team’s strategic contributions to the organization. Prior to this, he was a Lead Associate at Novarica....  MORE
Strategic Advisor
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 Strategic Advisor 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-...  MORE
Lead Associate
Emily Lecaque is Lead Associate in content development and editorial at Aite-Novarica Group. Her responsibilities include managing the internal copy edit and design review process, writing and copy editing short- and long-form content, and co-leading production of the Novarica Market Navigator...  MORE
Senior Associate
Areas of Expertise: 
Chatbot/Voice Assistant Technology
Cloud
Customer Engagement and CCM
Digital Analytics
NLP
Ashley Lee is a Senior Associate at Aite-Novarica Group. She works with senior team members to support consulting projects and create research reports. Prior to joining the firm, Ashley worked in management consulting and academic research. She has an M.A. in International Relations from the...  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 serves as Head of Products and Strategy at Aite-Novarica Group. Previously, Sang was a Managing Partner and co-founder of Aite Group. Sang's expertise lies in the capital markets vertical, and he has advised many global financial institutions, software and hardware vendors, and...  MORE
Senior Principal
Areas of Expertise: 
Advertising and Media Strategy
Consumer and Market Research
Customer Data Platforms
Customer Relationship Management (CRM)
Customer Segmentation
Digital Analytics
Journey Mapping
MarTech
Voice of Customer
Paul Legutko is a Senior Principal at Aite-Novarica Group. 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 consulting, Paul spent five...  MORE
Strategic Advisor
Areas of Expertise: 
Blockchain/DLT
Cloud
Data and Analytics
Digital Transformation
Electronic Trading
Foreign Exchange
Machine Learning and AI
Yue Malan is a Strategic Advisor 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
Strategic Advisor
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Machine Learning and AI
Merchant Acquiring
David Mattei is a Strategic Advisor at Aite-Novarica in the Fraud & AML practice.  David 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
Head of Life Insurance, Annuities, and Benefits
Areas of Expertise: 
Banking
Business and Operations Transformation
IT Strategy and Management
Life/Annuities/Benefits
Wealth Management
Rob McIsaac is Head of Life Insurance, Annuities, and Benefits at Aite-Novarica Group. He has expertise in IT strategy and management for the insurance and financial services industries with experience in technology and business strategy for life, annuities, wealth management, and banking...  MORE
Strategic Advisor
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 Strategic Advisor on Aite-Novarica's  Retail Banking & Payments team, covering digital channel interactions, marketing analytics, artificial intelligence, chatbots, and financial wellness. Tiffani has deep experience in global financial services with more than...  MORE
Strategic Advisor
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 Strategic Advisor in Aite-Novarica Group’s Fraud & AML practice, covering identity, fraud, and data security issues. Jim has been in the financial services industry for over 30 years, delivering fraud prevention, identity verification, and credit underwriting solutions to...  MORE
Strategic Advisor
Areas of Expertise: 
Digital Transformation
Digital Wealth Management
International Private Banking
Regulations
Meghna Mukerjee is a Strategic Advisor 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...  MORE
Strategic Advisor
Areas of Expertise: 
Commercial Lending
Customer Onboarding
Loan Processing
Return-on-Investment Analysis
Small-Business Lending
Stress Testing
David O’Connell is a Strategic Advisor with Aite-Novarica’s Commercial Banking team, where his primary coverage area is lending. A former commercial lender of 14 years, David brings to his lending coverage extensive hands-on and granular knowledge of banks’ challenges in...  MORE
Strategic Advisor
Areas of Expertise: 
Core Systems
ESG
International Private Banking
Wally Okby is a Strategic Advisor 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
Strategic Advisor
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 Strategic Advisor with Aite-Novarica’s Retail Banking & Payments practice, focusing on consumer lending. Leslie was one of the initial employees of the Consumer Financial Protection Bureau, a federal financial regulator. Her role entailed engaging with lenders and helping...  MORE
Strategic Advisor
Areas of Expertise: 
Consumer Payments
Digital Wallets
Merchant Acquiring
Payments Acceptance Technologies
Thad Peterson is a Strategic Advisor 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...  MORE
Director, Wealth Management Practice
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 Director of 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, separately...  MORE
Strategic Advisor
Areas of Expertise: 
Brokerage Operations and Compliance
Corporate Actions
Custody
Financial Market Infrastructure
Post-Trade Processing and Technology
Scott Porter is a Strategic Advisor on the Capital Markets team at Aite-Novarica Group, focusing on post-trade processing and technology, custody, financial market infrastructure, brokerage operations and compliance, and corporate actions. Scott has spent over 25 years in post-trade processing...  MORE
Strategic Advisor
Areas of Expertise: 
Bank and Payments Fraud
Cash Management
Wholesale Payments
Maria Reardon serves as a Strategic Advisor 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 regional...  MORE
Strategic Advisor
Areas of Expertise: 
Auto and Home
Claims Processing
Commercial Insurance
Core Systems
Data and Analytics
Insurance Fraud
InsureTech
Internet of Things
Machine Learning and AI
Marketing Analytics
Telematics
Underwriting
Stuart Rose is a Strategic Advisor 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. Stuart began his career as an actuary at a leading global insurer in...  MORE
Strategic Advisor
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 Strategic Advisor 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, Ginger has over 20...  MORE
Strategic Advisor
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 Strategic Advisor 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...  MORE
Strategic Advisor
Areas of Expertise: 
B2B Payments
Cash Management
Corporate Treasury
Global Cash Management
Online Banking
Real-Time Payments
Transaction and Corporate Banking
Wholesale Payments
Carole Schwarz serves as a Strategic Advisor for Aite-Novarica Group’s Commercial Banking & Payments practice, focusing on global cash management, payments innovation, banking, fintech, working capital optimization, and technology solutions. Carole brings extensive industry knowledge...  MORE
Strategic Advisor
Areas of Expertise: 
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
David Shipper is a Strategic Advisor in Aite-Novarica’s Retail Banking & Payments practice. His focus is on debit, credit, and prepaid cards. Based in Phoenix, Arizona, David brings to Aite-Novarica Group more than 15 years of experience leading card and payment strategies for...  MORE
Strategic Advisor
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 Strategic Advisor 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,...  MORE
Director, Fraud & AML Practice
Areas of Expertise: 
Anti-Money Laundering
Compliance
Global Anti-Corruption
Know Your Customer (KYC)
Life/Annuities/Benefits
Machine Learning and AI
Sanctions Screening
Charles (Chuck) Subrt is the Director of Aite-Novarica’s Fraud & AML practice, and he covers anti-money laundering and compliance issues. Chuck brings to Aite-Novarica 20 years of legal and compliance experience and a deep expertise advising business leaders,...  MORE
Director, Insurance Practice
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
InsureTech
Internet of Things
Practice Management
Real-Time Payments
Michael Trilli is the Director of 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 brings...  MORE
Strategic Advisor
Areas of Expertise: 
B2B Payments
Commercial Cards
Data and Analytics
Payment Regulations
Gilles Ubaghs is a Strategic Advisor with Aite-Novarica’s Commercial Banking & Payments practice, where he is focused on business-to-business and commercial payments as well as the role of digital transformation across the enterprise and broader financial services sector. Gilles...  MORE
Strategic Advisor
Areas of Expertise: 
Claims Processing
Digital Transformation
Employer Benefits
Financial Planning and Retirement Income
Financial Wellness
Insurance/Independent Broker-Dealers
InsureTech
Life/Annuities/Benefits
Machine Learning and AI
Underwriting
Manoj Upreti is a Strategic Advisor 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...  MORE
Strategic Advisor
Areas of Expertise: 
Consumer Payments
Digital Wallets
Machine Learning and AI
Open Banking
Payment Regulations
Payments Acceptance Technologies
Ron van Wezel is a Strategic Advisor in Retail Banking & Payments for Aite-Novarica Group, providing research and advisory services to clients globally. His coverage includes payments, open banking, and digital transformation. Ron is a renowned expert in payments and digital banking. He...  MORE
Chief of Staff
Tiffany Wang is Chief of Staff at Aite-Novarica Group. She manages the firm’s internal strategic planning process, acts as leadership team liaison, and works with the CEO on corporate strategy and corporate development. She also leads Aite-Novarica Group’s research on quantum technologies,...  MORE
Head of Financial Services Executive Partner Service
Areas of Expertise: 
Banking
International IT Leadership and Transformation
IT Strategy and Architecture
Life/Annuities/Benefits
Property/Casualty
Wealth Management
Mitch Wein is Head of Financial Services Executive Partner Service at Aite-Novarica Group. 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...  MORE
Senior Principal
Areas of Expertise: 
Data and Analytics
Insurance Technology
Life/Annuities/Benefits
Operations and Finance
Property/Casualty
Eric Weisburg is a Senior Principal at Aite-Novarica Group. His expertise lies in insurance technology, operations, and finance. Eric has over 20 years of insurance industry, consulting, and software experience. Prior to Aite-Novarica, Eric served as Managing Vice President of Strategic...  MORE
Strategic Advisor
Areas of Expertise: 
Anti-Money Laundering
Compliance
Data and Analytics
Know Your Customer (KYC)
Machine Learning and AI
Sanctions Screening
Colin Whitmore is a Strategic Advisor in Aite-Novarica’s Fraud & AML practice, covering anti-money laundering (AML) and sanctions. Colin brings over 20 years of experience within banking and financial services, working in the United Kingdom with firms including Thompson Reuters, Aviva,...  MORE
Strategic Advisor
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 Strategic Advisor 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...  MORE
Senior Principal
Areas of Expertise: 
Agile Transformation
IT Transformation
Leadership
Property/Casualty Claims
Deb Zawisza is Senior Principal at Aite-Novarica Group. 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 core system...  MORE

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