Sophie Schmitt

Sophie Schmitt

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 roles. Prior to Aite-Novarica, Sophie worked at Bank of America Merrill Lynch on several strategic sales force initiatives in the wealth management division. She started her career in Mergers & Acquisitions with Chase Securities (now J.P. Morgan Chase) and has also worked in product management at DoubleClick (now part of Google).

Sophie holds an MBA with a concentration in IT and Change Management from the MIT Sloan School of Management, and a B.A. in Public Policy Studies and Economics from Duke University. She speaks fluent French.

Webinars

Tuesday, January 12, 2021 | 11 a.m. ET
Join research director Alois Pirker and the Wealth Management team for this live one-hour webinar as they identify the top trends that will shape the wealth management landscape around the globe in 2021 and beyond. Attend the webinar to: Hear about how market consolidation will reshape the...

Analyst Views

July 2, 2020
Empower follows its 2018 rollout of Wealthsimple’s mass-market solution with the acquisition of Personal Capital, a high-net-worth offering that includes a powerful financial dashboard available to all. These two wealth management solutions, Wealthsimple and Personal Capital, support Empower’s strategic goals of enhancing its financial wellness and technology offering in the workplace and...
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April 22, 2020
As global investors observe the value of their retirement savings plummeting and as tens of millions face sudden unemployment, how should the retirement industry be supporting its customers through communications and other services, especially for investors who lack ongoing access to a financial advisor? For most of the roughly half of U.S. workers who have a retirement account, the primary...
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