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Director of Design and Interactive Media
Ty Adamson is Director of Design and Interactive Media at Aite-Novarica Group. He is responsible for the creative direction as well as creating all branding and multimedia content and collateral. Prior to joining Aite-Novarica Group, he was Senior Promotions Designer at The Boston Herald and...  MORE
Account Director
Lindsay Aenchbacher is an Account Director at Aite-Novarica Group. Lindsay is an experienced account management professional with over 16 years’ experience in account management supporting executives and their teams in multiple functions, including IT, shared services, payroll, and human resources...  MORE
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 covers prepaid, debit, challenger banks, and other alternative banking products. Francisco has several years of experience in the financial services sector, primarily in anti-money...  MORE
Account Director
Kenzo An is an Account Director at Aite-Novarica Group. He manages new research and consulting initiatives for current client relationships and facilitates new partnerships with executives and teams seeking to leverage Aite-Novarica Group’s market intelligence and research, focusing on...  MORE
Human Resources Manager
Elaine Arruda is Aite-Novarica Group's Human Resources Manager. She is a graduate of the Master of Science in Human Resource Management program at Emmanuel College in Boston. With over 25 years in the human resources space, she brings multi-industry experience to her role. Prior to...  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: 
Cross-Border Payments/Remittances
B2B Payments
B2C Payments
Cloud
Integrated Receivables
Payment Automation
Payment Hubs
Payments-as-a-Service
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
Virtual Events Associate
Mikayla is a Virtual Events Associate at Aite-Novarica Group. In this role, she works closely with the marketing team to provide logistical support for Aite-Novarica Group’s lead-generation webinar program, ensuring marketing objectives are met for all webinars as well as other areas of content...  MORE
Director, Wealth Management Practice
Areas of Expertise: 
Brokerage Operations and Compliance
Customer Onboarding
Digital Content Marketing
Digital Transformation
Post-Trade Processing and Technology
Practice Management
Registered Investment Advisors (RIAs)
Andrew Besheer is Aite-Novarica Group’s Practice Director for Wealth Management, collaborating with the Advisors of the Wealth Management practice to grow the business and deliver exceptional insights and services to clients. Andy has a passion for helping clients define go-to-market strategies for...  MORE
Head of Advisory for Solution Providers, Insurance Practice
Areas of Expertise: 
Cyber Risk Management Strategy
Customer Relationship Management (CRM)
Enterprise Risk Management
Agile Transformation
Compliance
Client Engagement and Reporting
CISO Executive Leadership
Governance, Metrics, and Reporting
Insurance Operations
Insuretech
Life and Annuity
Operational Resilience
Vendor Management
Chip Bircher is Head of Advisory for Solution Providers, Insurance Practice, at Aite-Novarica Group. He has extensive expertise in operational and organizational transformation, strategic planning and capability development, and transformational leadership for the financial services...  MORE
Strategic Advisor
Areas of Expertise: 
Virtual Accounts
APIs
Corporate Treasury
Enterprise Blockchains
Liquidity Management
Open Banking
Supply Chain Finance
Trade Finance
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
Senior Associate
Areas of Expertise: 
Digital Analytics
Data Strategy and Business Intelligence
Customer Engagement
Core Systems
Digital Strategy
Artificial Intelligence
Aisha Chandraker is a Senior Associate at Aite-Novarica Group's Financial Services CIO/CTO Advisory practice. She works with senior team members to support consulting projects and create research reports. She also supports the Financial Services CIO/CTO Advisory Research Council....  MORE
Head of Business Development
Gerald Clemente is Head of Business Development at Aite-Novarica Group. Previously, he was a co-founder of Aite Group. Gerald spearheads the firm’s business strategy efforts and advises clients, prospects, and partners on how they can meet their strategic goals. He has more than 20 years...  MORE
Head of Property & 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
Business Development Associate
Matthew Crosson is a Business Development Associate at Aite-Novarica Group. He is responsible for generating leads and outreach to prospective clients. Matthew has spent most of his career in the restaurant industry and in client services. He spends his time training his dog and loves cooking and...  MORE
Areas of Expertise: 
Augmented Reality
Chatbot/Voice Assistant Technology
Digital Distribution
Insuretech
Machine Vision
Natural Language Processing
Robotic Process Automation
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
Director of Content Marketing
Alex Effgen is Director of Content Marketing at Aite-Novarica Group. In this role, he manages and coordinates the entire process associated with the creation and distribution of compelling and consistent content across different platforms and media outlets, including newsletters, blogs, socials,...  MORE
Senior Editor
Kristen Extine works as a Senior Editor at Aite-Novarica Group. As part of the editorial team, Kristen closely reads reports prior to publication and works with analysts to ensure that all writing is grammatically correct, consistent, and clear. Kristen also works behind the scenes...  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
Director, Research Design & Data
Sarah Fitzsimmons is the Director of the Research Design & Data team (Aite-Novarica Group's quantitative insights team), in which capacity she collaborates with all eleven Aite-Novarica Group practices on study design, questionnaire development, and statistical data analysis. She...  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
Senior Principal
Areas of Expertise: 
Enterprise Risk Management
Governance, Metrics, and Reporting
Insurance Operations
IT and Business Strategy
Operational Resilience
Vendor Management
Carey Geaglone is a Senior Principal at Aite-Novarica Group. She has over 25 years of leadership experience in both IT and business operations at large national and regional commercial property and casualty carriers. She has led numerous core system implementations and IT transformation initiatives...  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
Chief Revenue Officer
Jennifer Ham is the Chief Revenue Officer at Aite-Novarica Group, with responsibility for all business development, account management, and sales operations. She has over 20 years of experience leading sales and client teams in North America and the Asia-Pacific with a track record of market-...  MORE
Chief Financial Officer
Dave Hamerling is the Chief Financial Officer at Aite-Novarica Group, overseeing finance, accounting, and treasury functions. He has over 14 years of experience in financial planning and analysis, corporate strategy, and mergers and acquisitions. Prior to joining Aite-Novarica Group, Dave served as...  MORE
Chief People Officer
Jessica Hampton is Aite-Novarica Group’s Chief People Officer. She oversees talent management, recruiting, employee development, diversity and inclusion, compensation, and benefits. Jessica brings over 23 years of HR and events management experience to Aite-Novarica Group. Her area of...  MORE
Chief Market Officer
Megan Heuer serves as Chief Market Officer for Aite-Novarica Group. In her role, she is focused on positioning the company and its customers for greater impact. She is a business-to-business (B2B) go-to-market (GTM) leader and expert with more than 20 years in industry and professional...  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
Associate
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Client Engagement and Reporting
Customer Onboarding
Customer Relationship Management (CRM)
Digital Wealth Management
ESG
Fee-Based Business and Separately Managed Accounts
Financial Planning and Retirement Income
Registered Investment Advisors (RIAs)
David Himmel is an Associate at Aite-Novarica Group collaborating with senior members of the Wealth Management team on various research and consulting initiatives. David brings five years of research and consulting experience to Aite-Novarica Group, primarily at the intersection of financial...  MORE
Account Director
Cathy Hooper is an Account Director at Aite-Novarica Group, where she facilitates new partnerships with executives and teams seeking to leverage the expertise of the company’s Insurance practice. Cathy is an experienced sales leader and professional with over 20 years in business development and...  MORE
Director, Cybersecurity Practice
Areas of Expertise: 
Authentication
CISO Executive Leadership
Cyber Risk Management Strategy
Data Protection and Privacy
Identity and Access Management (IAM)
Managed Security Services
Network and Endpoint Security
Risk Management
John Horn leads the Cybersecurity practice at Aite-Novarica Group, which provides valuable cybersecurity research, insights, and advisory services to financial services firms. In addition to leading a team of two Strategic Advisors, John functions as a distinguished industry expert and...  MORE
Head of Events
Anne Houston is Head of Events for Aite-Novarica Group. She oversees strategy, planning, and execution for the company’s signature in-person and virtual programs.  Anne has 15 years’ experience managing complex event portfolios at organizations such as CEB, Gartner, and CB Insights. She is...  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
Associate
Gabrielle Inhofe is an Associate with Aite-Novarica Group’s Fraud & AML team. Her primary interests include cryptocurrency, artificial intelligence, and EU policy. Prior to joining Aite-Novarica Group, Gabrielle worked in Strategy and Global Regulations at cybersecurity company OneSpan, where...  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
Areas of Expertise: 
Governance, Metrics, and Reporting
Healthcare Banking
Healthcare Payments
Individual and Group Health Insurance
Javaid Iqbal Sofi is an Associate at Aite-Novarica Group and will be working in the Insurance practice. Javaid has  graduate-level training in multiple fields—including healthcare policy, social policy, and business administration. Prior to joining Aite-Novarica Group, he worked at the United...  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: 
Buy-Side Governance
Buy-Side Portfolio Management Systems
Buy-Side Portfolio Risk Management
Buy-Side Research
Buy-Side Risk and Compliance
Data and Analytics
Electronic Trading
Fixed Income
Front-Office Trading Technology
Listed and OTC Derivatives
Market Structure
Regulations
Colby Jenkins is a Strategic Advisor on the Capital Markets team at Aite-Novarica Group, specializing in the electronic evolution of institutional fixed income trading, emerging liquidity venues, cross-asset workflow solutions, and regulation.  Colby has over 10 years of experience in the...  MORE
Strategic Advisor
Areas of Expertise: 
Payment Integrity and Claims Adjudication in Healthcare
Data and Analytics
Employer Benefits
Digital Transformation
Consumer-Directed Healthcare
Claims Processing
Financial Wellness
Healthcare Payments
Individual and Group Health Insurance
Insuretech
Internet of Things
Machine Learning and AI
Inci Kaya is a Strategic Advisor in Aite-Novarica Group’s Healthcare Payments Practice and covers market trends, competitive landscape, vendor evaluations, and revenue models relating to healthcare payments. The studies target the needs of industry stakeholders such as banks, payment processors,...  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
Senior Principal
Areas of Expertise: 
CISO Executive Leadership
Cloud
Cyber Risk Management Strategy
Insuretech
Life and Annuity
John Keddy is a Senior Principal at Aite-Novarica Group. His expertise is in IT strategy, cloud strategy and implementation, insuretech and fintech, core systems implementation, and cybersecurity. John has over 20 years of executive experience, including having served in the roles of CIO, CTO, and...  MORE
Associate
Rachel Kelly is an Associate at Aite-Novarica Group in the Insurance Practice. She works with senior team members to support consulting projects and create research reports. Prior to joining the firm, Rachel worked as a marketing director in higher education. She has an MSL in Intellectual Property...  MORE
Visual Designer
Nicholas Kent, an expert in graphic design and an experienced creative professional, is Aite-Novarica Group’s in-house Visual Designer. Over the course of his career, Nicholas has played a key leadership role in several startup environments. Through clear, clean design and branding, he plays...  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: 
Accounts Payable and Receivable
Customer Onboarding
Cash Management
Voice of Customer
Paul Kizirian is a Strategic Advisor serving on Aite-Novarica Group’s Commercial Banking & Payments practice. He has over 20 years of consulting experience in the wholesale banking space helping more than 100 clients transform or streamline their global financial operations and innovate new...  MORE
Account Director
Mark Kowalczyk is an Account Director at Aite-Novarica Group. Prior to joining the company, Mark served as Managing Director of Business Development at Bank Administration Institute (BAI), an organization that provides performance benchmarking, research, training, and thought leadership for the...  MORE
Associate
Areas of Expertise: 
Data and Analytics
Insurance/Independent Broker-Dealers
Internet of Things
Machine Learning and AI
Policy Administration Systems
Regulations
Jack Krantz is an Associate at Aite-Novarica Group. He works with senior team members to support consulting projects and create research reports. Prior to joining the firm, he was a firefighter, a postdoctoral investigator at the Woods Hole Oceanographic Institution, and a professor at Brown...  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...  MORE
Business Development Director
Johnny Lam is a Business Development Director at Aite-Novarica Group, leading all business development efforts and strategies for vendor clients. He works closely with product marketing and management to better identify the gaps in their go-to-market programs and partners strategically to achieve...  MORE
Content Marketing Manager
Emily Lecaque is Content Marketing Manager at Aite-Novarica Group. She is responsible for creating, editing, and managing marketing content, including blogs, articles, and sales materials; she previously served as Lead Associate of content development and editorial at Novarica. Prior to joining...  MORE
Senior Associate
Areas of Expertise: 
Chatbot/Voice Assistant Technology
Cloud
Customer Engagement and CCM
Digital Analytics
Natural Language Processing
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
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
Director, Customer Experience Practice
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 the Director of the Customer Experience practice 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...  MORE
Business Development Director
Justin P. Leonard is a Business Development Director at Aite-Novarica Group, where he oversees business development for the firm’s Financial Services CIO/CTO Advisory Practice. He acts as a trusted partner with clients, strategically aligning Aite-Novarica Group with their key...  MORE
Head of Securities & Investments Insights & Advisory
Areas of Expertise: 
Buy-Side Governance
Buy-Side Portfolio Management Systems
Customer Onboarding
Data Management
Financial Planning and Retirement Income
Institutional Asset Owners
Insurance/Independent Broker-Dealers
Product Distribution/Wholesaling
Vendor Management
Gavin Little-Gill is Aite-Novarica Group's Head of Securities & Investments, collaborating with the Directors and Advisors of the Wealth Management and Capital Markets practices to grow the business and deliver exceptional products and services. Gavin has a passion for working with firms to...  MORE
Account Executive
Danny Martin is an Account Executive at Aite-Novarica Group. Danny'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
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, & 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
Business Development Director
Mark McKennedy is a Business Development Director at Aite-Novarica Group. Mark has 20 years of experience in sales and account management, most recently working at Becker Financial Services. Prior to Becker, Mark was with Oracle as a Senior Cloud Education Account Executive selling Oracle...  MORE
Editor
Susan Miller is an Editor on the Aite-Novarica editorial team. She’s a stickler for accuracy, conciseness, and consistency. Susan 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 book...  MORE
Areas of Expertise: 
Bank and Payments Fraud
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
Know Your Customer (KYC)
Online Banking
Payments Acceptance Technologies
Return-on-Investment Analysis
Ariana-Michele Moore is an Advisor in Aite-Novarica’s Retail Banking & Payments practice. Ariana covers a variety of topics supporting the practice. Prior to a career break, Ariana was a senior analyst in Celent’s retail banking group. Her research focused on topics such as payment fraud,...  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
Senior Accountant
As a Senior Accountant for Aite-Novarica, Kyle Mulrey is responsible for the majority of the day-to-day and the end-of-month items for the finance team. He leverages his past experience supporting multiple departments to ensure that Aite-Novarica Group accomplishes its goals. Kyle’s past roles...  MORE
Senior Associate
Areas of Expertise: 
ESG
Benjamin Nestor is a Senior Associate with the Commercial Banking & Payments practice. He has nearly a decade of experience in higher education as a teacher, archivist, and researcher, in addition to a background in marketing. He has a Ph.D. (A.B.D.) and M.A. in History. As a doctoral...  MORE
Account Management Associate
Rosa Nin-Seto is an Account Management Associate at Aite-Novarica Group. Her primary responsibilities include supporting the account management team with insights, reports, renewals, and sales. Prior to joining the firm, Rosa worked at the Massachusetts Association of Community Development...  MORE
Business Development Director
John C. Nionakis is Director, Banking Business Development at Aite-Novarica Group. Prior to the merger with Novarica, John held several roles for Aite Group, including Global Account Director, Insurance Sales Manager, and Head of Business Development and Account Management. Prior to joining...  MORE
Strategic Advisor
Areas of Expertise: 
Regulatory Topics in Lending
Loan Servicing
Fraud in SMB Lending
Commercial Lending
Small-Business Lending
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 building businesses that...  MORE
Strategic Advisor
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Alternative Investments
Client Engagement and Reporting
Core Systems
Customer Relationship Management (CRM)
Digital Assets
Digital Transformation
Digital Wealth Management
Emerging Markets
ESG
International Private Banking
Know Your Customer (KYC)
Philanthropic Advisory
Practice Management
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
Account Director
Michael Ormsby is an  Account Director at Aite-Novarica 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...  MORE
Strategic Advisor
Areas of Expertise: 
B2B Payments
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Commercial Cards
Consumer Payments
Credit Products (Home, Student, Personal, and Auto Loans)
Cross-Border Payments/Remittances
Digital Transformation
Emerging Markets
Financial Inclusion
Financial Market Infrastructure Payment Regulations
Internet of Things
Marketing Analytics
Mobile Banking
Online Banking
Open Banking
Payment Regulations
Payments Acceptance Technologies
Person-to-Person (P2P) Payments
RDC/Mobile Capture
Vendor Management
Thad Peterson is a Strategic Advisor with Aite-Novarica Group, 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...  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
Associate
Areas of Expertise: 
Digital Content Marketing
Core Systems
Employer Benefits
B2B Payments
Consumer Payments
Chatbot/Voice Assistant Technology
Healthcare Banking
Healthcare Payments
Marketing Analytics
Real-Time Payments
Wholesale Payments
Alijah Poindexter is an Associate at Aite-Novarica Group, where he works with senior members of the Healthcare Payments group on research, consultation, and advisory initiatives. Prior to joining Aite-Novarica Group, Alijah was associate editor at financial technology publication Bank Automation...  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 Group'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 Group, Kurt spent 23 years with Corporate Executive Board (CEB), helping to...  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-...  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: 
Client Engagement and Reporting
Consumer and Market Research
Customer Onboarding
Customer Segmentation
CX Benchmarking
Digital Analytics
Digital Transformation
Journey Management
Omnichannel CX
Performance Monitoring
Voice of Customer
Reut Samra is a Strategic Advisor on the Customer Experience team, producing research on customer experience and current market trends in the retail banking sector. Most recently, Reut was a VP of CX Analytics in the Retail Bank Group of Citibank. In that role, she led analyses for...  MORE
Business Development Manager
Siobhan Scanlan serves as Aite-Novarica Group’s Business Development Manager, in which role she helps firms find the right opportunity to display their thought leadership in front of their target market and oversees the sponsor onboarding process for all events. Previously, Siobhan...  MORE
Controller
Steve Schlachter is the Controller at Aite-Novarica Group and is responsible for accounting operations. He has 20 years of accounting and finance experience, specializing in corporate controllership. He also has experience leading automation, process improvement, and system implementation within...  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: 
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 and credit cards. Based in Scottsdale, Arizona, David brings to Aite-Novarica Group more than 15 years of experience leading card and payment strategies for financial...  MORE
Head of Operations and General Counsel
Scott Sidell is the Head of Operations and the General Counsel at Aite-Novarica Group. 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 Aite-Novarica Group, he...  MORE
Associate
Areas of Expertise: 
Data and Analytics
Data Management
Distribution and Compensation Management (DCM)
Vendor Management
Caitlin Simmons is an Associate at Aite-Novarica Group. She works with senior team members to support consulting projects and create research reports. Prior to joining the firm, Caitlin worked in program evaluation and academic research. She has a Ph.D. in Health Psychology with a...  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
Senior Associate
Areas of Expertise: 
Data Management
Data and Analytics
ESG
Equity Exchanges
Financial Market Data
Adler Smith is a Senior Associate on the Capital Markets team at Aite-Novarica Group. Adler most recently served as an analyst at Burton-Taylor International Consulting, a boutique capital markets advisory firm, where he primarily covered the financial market data and ESG data industries. Adler...  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, Madeline was an Event Marketing Manager at Envestnet...  MORE
Digital and Social Media Marketing Manager
Victoria Spitz is the Digital and Social Media Marketing Manager within the Content Marketing team at Aite-Novarica Group. In this role, she promotes our services through our website, SEO/search engine marketing, and social media channels. She combines her understanding of inbound marketing...  MORE
Visual Designer
Caitlin Stassa is a Visual Designer at Aite-Novarica Group. She is a member of the design team and helps create visual and multimedia assets. Prior to joining the firm, she worked in video production. She has a B.A. in Visual Media Arts from Emerson College.   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
Head of Asian Operations
Steven Suzuki is the Head of Asian Operations at Aite-Novarica Group, focusing on business development in Asia. Steven brings to Aite-Novarica Group over 20 years of experience in the Japanese financial services and information technology industries through Aite-Novarica Group's...  MORE
Account Director
Carrie Thomas is an Account Director at Aite-Novarica Group, where she partners with the firm’s insurance members. She has over 17 years of account management experience supporting executives and their teams in procurement, finance, shared services, and IT. Most recently, Carrie spent 10 years...  MORE
Research Council Fellow
Areas of Expertise: 
Billing Systems
BPO/BPaaS and IT Services
Core Systems
Digital Transformation
Life and Annuity
Policy Administration Systems
Ken Toffolo, CLU ChFC, is a Research Council Fellow at Aite-Novarica Group. He has expertise in insurance technology transformation, with more than three decades of experience. Ken's recent experience includes serving as Vice President of Application Development at New York Life. During his...  MORE
Strategic Advisor
Areas of Expertise: 
B2B Commercial Payments
Artificial Intelligence
Commercial Cards
Canadian Payments
Fintechs
Small-Business Payments
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: 
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
Strategic Advisor
Areas of Expertise: 
Agile Transformation
Bank and Payments Fraud
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
Credit Products (Home, Student, Personal, and Auto Loans)
Customer Onboarding
Digital Wallets
Financial Inclusion
Internet of Things
Lending and Related Technologies
Loan Processing
Mobile Banking
Online Banking
Open Banking
Person-to-Person (P2P) Payments
Real-Time Payments
Risk Management
Small-Business Banking
Small-Business Lending
Underwriting
Stewart Watterson is a Strategic Advisor in Aite-Novarica Group’s Retail Banking & Payments practice. He brings a broad range of experience from 30 years of consumer banking with Chase, NationalCity, and PNC, serving as SVP, Mobile Wallet & Emerging Payments. His focus includes consumer...  MORE
Head of Financial Services CIO/CTO Advisory
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
Financial Planning and Analysis (FP&A) Senior Analyst
Brian Whitaker is a Financial Planning and Analysis (FP&A) Senior Analyst working closely with both the finance and accounting teams. He has five years of experience working in public accounting, financial litigation and disputes, and consulting. Prior to joining Aite-Novarica Group, Brian held...  MORE
Account Manager
Jeremy Wince is an Account Manager at Aite-Novarica Group. He has spent the majority of his career focused on the financial services industry. Specifically, he has taken on various levels of responsibility, including key account management and global account management, serving industry-...  MORE
Senior Editor
Sam Wright Fairbanks is Senior Editor at Aite-Novarica Group. His responsibilities include copy editing report, blog, research, and consulting content as well as updating Novarica Market Navigator reports. Before joining the team, Sam was a staff writer and reporter with commerce and fintech...  MORE
Strategic Advisor
Areas of Expertise: 
Anti-Money Laundering
Compliance
Customer Onboarding
Data and Analytics
Data Management
Data Protection and Privacy
Governance, Metrics, and Reporting
Know Your Customer (KYC)
Machine Learning and AI
Regulations
Risk Management
Stress Testing
Vendor Management
Wren York is a compliance and risk management financial services professional and a Strategic Advisor at Aite-Novarica Group. He has nearly 25 years of experience within a variety of financial institutions, including commercial, community, investment, and private banking, as well as with a United...  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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