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Director of Design and Interactive Media
Ty Adamson is Art Director 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, he was Senior Promotions Designer at The Boston Herald and a package designer at Hasbro. Ty...  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
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-Novarica Group’s market intelligence and research, focusing on...  MORE
Human Resources Manager
Elaine Arruda is Aite-Novarica Group'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...  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
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
Co-Head of Sales & Account Management
Gerald Clemente is Co-Head of Sales & Account Management 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...  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
Business Development Manager
Emerson Davis is Business Development Manager at Aite-Novarica Group. In this role, he helps generate and nurture insurer relationships; he previously served as a Lead Associate, supporting a wide range of consulting projects and co-authoring numerous research reports. Prior to joining Aite-...  MORE
Managing Editor
Alex Effgen is Managing Editor at Aite-Novarica Group. In this role, he works closely with the firm’s leadership team to provide consistency across research materials; oversees the production of Aite-Novarica reports; and ensures value through a growing base of content, including publications,...  MORE
Kristen Extine works as an 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 on a variety...  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
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.  Anthony brings over 20 years of successful sales experience in the market research industry. He worked for 12 years...  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
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
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
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
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
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
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
Advisor to the CEO
Matthew Josefowicz is the Advisor to the CEO at Aite-Novarica. Previously, he was 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...  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
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, Nicholas has played a key leadership role in several startup environments. Through clear, clean design and branding, he plays an...  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
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
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
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
Global Account Director
Danny Martin is a Global Account Director for Aite-Novarica. 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 companies...  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
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
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
Market Research and Vendor Engagement Coordinator
Rosa Nin-Seto is Market Research and Vendor Engagement Coordinator at Aite-Novarica Group. Her primary responsibilities include project managing the Novarica Market Navigator process and coordinating vendor-client engagement. Prior to joining the firm, Rosa worked at the Massachusetts Association...  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, John was the Senior Vice President of Sales for...  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
Global Account Director
Rebecca Oag is an Account Director at Aite-Novarica Group. She has more than 19 years of sales and account management experience selling to executives at many Fortune 500 companies, and joined Aite-Novarica Group in 2021 to partner with the firm’s insurance members and ensure the best customer...  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
Global Account Director
Michael Ormsby is a Global 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: 
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
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),...  MORE
Co-Head of Sales & Account Management
Frank Rizza is Co-Head of Sales & Account Management at Aite-Novarica. Previously, he was a co-founder 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...  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
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, Siobhan worked for Envestnet | PMC, where she worked on creating marketing materials for the...  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
Project Manager
Sophie Schmitt is a Project Manager on Aite-Novarica's Products and Strategy Team. Previously, she was a Strategic Advisor on Aite-Novarica’s Wealth Management team. Sophie has over 15 years of financial services industry experience, including a decade working in market research and advisory...  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
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
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
Global Head of Marketing & Communications
Lori Spendley serves as Global Head of Marketing & Communications 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...  MORE
Marketing Communications and PR Manager
Victoria Spitz is Marketing Communications and Public Relations Manager at Aite-Novarica Group. In this role, she facilitates virtual insurance events, coordinates external speaking engagements, and manages press relations, among other responsibilities. Prior to joining the firm, Victoria worked in...  MORE
Global Account Director
Martin St. John is a Global Account Director at Aite-Novarica, developing business opportunities and advising existing clients based within the Mid-Atlantic and Southeastern regions of the United States. Before joining Aite-Novarica, Martin managed clients and new business at TowerGroup, where...  MORE
Marketing Associate
Caitlin Stassa is a Marketing Associate 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, focusing on business development in Asia. Steven 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
Rebecca Taylor is Aite-Novarica Group's Senior Event Planner. A certified meeting planner, she brings over 20 years of event planning and event execution experience to Aite-Novarica. For the past 10 years, Rebecca has been self-employed and has supported such clients as IDC Research,...  MORE
Research Council Fellow
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
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 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, Fotios was the Controller for Cor Financial, where he oversaw finance and human resources and managed the information technology area...  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 Associate
Sam Wright Fairbanks is Senior Associate in Content Development and Editorial 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...  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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