ANALYSTS

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ANALYSTS

Most of Aite Group's analysts 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 an analyst briefing or to get in touch with our analysts, contact sales@aitegroup.com.

Find an Analyst:
Research Director
Areas of Expertise: 
Bill Payment and Bill Presentment (EBPP)
Branch Channel/ATM
Core Systems
Mobile Banking
Online Banking
Personal Financial Management
David Albertazzi is the research director for Aite Group’s Retail Banking & Payments practice and focuses on retail bank channels and core banking technologies. He specializes in technology solutions used by banks and credit unions to support their mobile banking, online banking, branch, ATM,...  MORE
Research Associate
Areas of Expertise: 
Card Products (Credit, Debit, and Prepaid)
Digital Wallets
Francisco Alvarez-Evangelista is a research associate in Aite Group’s Retail Banking & Payments practice. Mr. Alvarez-Evangelista has several years of experience in the financial services sector, primarily in anti-money laundering compliance and business development roles in banking. Prior...  MORE
Senior Analyst
Areas of Expertise: 
Bill Payment and Bill Presentment (EBPP)
Business-to-Consumer Disbursements
Cross-Border Payments/Remittances
Person-to-Person (P2P) Payments
Talie Baker is a senior analyst with Aite Group’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. Ms...  MORE
Senior Analyst
Areas of Expertise: 
B2B Payments
Cross-Border Payments/Remittances
Financial Market Infrastructure
Payment Regulations
Transaction and Corporate Banking
Wholesale Payments
David Bannister is a senior analyst on Aite Group’s Wholesale Banking & Payments team. He covers wholesale payments, transaction and corporate banking, financial market infrastructures, and analysis of the fintech sector. Mr. Bannister has been writing about technology for 40 years, starting...  MORE
Research Director
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 research director for Aite Group's Wholesale Banking practice, 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
Senior Analyst
Areas of Expertise: 
Agile Development
B2B Payments
Cash Management
Cloud
Integrated Receivables
Payables and Receivables Technology and Solutions
Real-Time Payments
Erika Baumann serves as a senior research analyst for Aite Group’s Wholesale 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
Research Associate
Areas of Expertise: 
Fixed Income
Foreign Exchange
Market Structure
Regulations
Christian Benson joined Aite Group in June 2019 as a research associate on the Institutional Securities & Investments team. Before joining the company, he worked as a capital markets and Brexit analyst for two years at the London-based think tank New Financial. He...  MORE
Co-Founder and Research Director
Areas of Expertise: 
Blockchain/DLT
Cloud
Digital Transformation
Internet of Things
Co-founder Gwenn Bézard is the head of research and consulting at Aite Group. He oversees the firm’s analyst team across the Banking & Payments, Securities & Investments, Insurance, Fraud & AML, Cybersecurity and Research Design & Data offerings. He is passionate...  MORE
Senior Analyst
Areas of Expertise: 
Electronic Trading
Fixed Income
Foreign Exchange
Listed and OTC Derivatives
Risk Management
Audrey Blater, Ph.D., is a senior research analyst who supports Aite Group’s Institutional Securities & Investment group’s efforts, focusing on fixed income, foreign exchange, listed and OTC derivatives, and risk management research. Her work spans technological developments, industry trends,...  MORE
Senior Analyst
Areas of Expertise: 
Cash Management
Corporate Treasury
Global Cash Management
Liquidity Management
Open Banking
Supply Chain Finance
Trade Finance
Transaction and Corporate Banking
Enrico Camerinelli is a senior analyst at Aite Group specializing in wholesale banking, cash and trade finance, and payments. Based in Milan, he brings a strong European focus to Aite Group’s Wholesale Banking practice. Mr. Camerinelli has been widely quoted by publications ranging from...  MORE
Research Director
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 is research director for Aite Group’s Fraud & AML practice and covers fraud, data security, anti-money laundering, and compliance issues. Ms. Conroy brings to Aite Group more than a decade of hands-on product management experience working with financial institutions, payments...  MORE
Senior Analyst
Areas of Expertise: 
Auto and Home
Blockchain/DLT
Claims
Cloud
Commercial Insurance
Core Systems
Data and Analytics
Digital Transformation
Insurance Fraud
Insurtech
Internet of Things
Machine Learning and AI
Policy Administration Systems
Risk Management
Telematics
Greg Donaldson is a senior analyst with Aite Group’s P&C Insurance practice. He has over 25 years’ experience in the P&C and life insurance industry, working with property claims, injury claims, underwriting, sales, training, and analytics. Prior to joining Aite Group, Mr. Donaldson...  MORE
Senior Analyst, Research Design & Data
Judy Fishman is a senior analyst on the Research Design & Data team at Aite Group. Supporting all five practice areas of the firm, she is responsible for data quality and integrity across qualitative and quantitative studies, ensuring that that data analysis and interpretation is appropriate...  MORE
Manager, Research Design & Data
Sarah Fitzsimmons is the manager of the Research Design & Data team (Aite Group’s quantitative insights team), in which capacity she collaborates with all five Aite Group practices on study design, questionnaire development, and statistical data analysis. She brings to Aite Group...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Machine Learning and AI
Trace Fooshee is a senior analyst in Aite Group’s Fraud & AML practice, covering fraud and data security issues. Mr. Fooshee has been leading business transformation initiatives for over 20 years. He started his professional career in Singapore, where he focused on delivering process...  MORE
Senior Analyst
Areas of Expertise: 
Advisor Trends
Customer Relationship Management (CRM)
Digital Content Marketing
Financial Planning and Retirement Income
Insurance/Independent Broker-Dealers
Practice Management
Product Distribution/Wholesaling
Registered Investment Advisors (RIAs)
Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Cloud
Cyber Risk Management Strategy
Data Protection and Privacy
Identity and Access Management (IAM)
Internet of Things
Machine Learning and AI
Managed Security Services
Risk Management
Wireless and Voice Security
Steve Hunt is a senior analyst on Aite Group’s Cybersecurity team. A speaker, advisor, and most of all a teacher, Mr. Hunt has been a strategic advisor to worldwide leaders of business and government. He has assisted more than 400 global organizations to optimize success in IT, security, and...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Shirley Inscoe is a senior analyst on Aite Group’s Fraud & AML practice, covering fraud and data security issues. Ms. Inscoe brings to Aite Group 30 years of banking experience in enterprise fraud and payments issues. She has served as the chair of the BITS Fraud Reduction Steering Committee...  MORE
Senior Analyst
Areas of Expertise: 
Compliance
Customer Onboarding
Data Management
Post-Trade Processing and Technology
Regulations
Vendor Management
Vinod Jain is a senior analyst who supports the efforts of Aite Group’s Institutional Securities & Investment team, focusing on institutional trading operations, post-trade processing, audit and regulatory compliance, and data management across equity, fixed income, and OTC...  MORE
Senior Analyst
Areas of Expertise: 
Claims
Consumer-Directed Healthcare
Data and Analytics
Digital Transformation
Employer Benefits
Financial Wellness
Healthcare Payments
Individual and Group Health Insurance
Insurance Fraud
Insurtech
Internet of Things
Machine Learning and AI
Inci Kaya works within Aite Group’s Health Insurance practice and covers healthcare payments, health IT, evolving market trends, and vendor evaluations and their implications for industry stakeholders. Ms. Kaya brings to Aite Group 10 years of experience in advisory research, strategic market...  MORE
Senior Analyst
Areas of Expertise: 
Cloud
Compliance
Cyber Risk Management Strategy
Data Protection and Privacy
Identity and Access Management (IAM)
Managed Security Services
Network and Endpoint Security
Vendor Management
Wireless and Voice Security
Joe Krull, CISSP, CISA, IAM, CRISC, and CIPP, is a senior analyst at Aite Group 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 Group....  MORE
Co-Founder and Managing Partner
Areas of Expertise: 
Electronic Trading
Equities Market
Fixed Income
Foreign Exchange
Front-Office Trading Technology
Market Structure
Sang Lee is a co-founder and serves as managing partner of Aite Group. Mr. Lee's expertise lies in the securities & investments vertical, and he has advised many global financial institutions, software and hardware vendors, and professional services firms in sell-side and buy-...  MORE
Senior Analyst
Areas of Expertise: 
Blockchain/DLT
Cloud
Data and Analytics
Digital Transformation
Electronic Trading
Foreign Exchange
Machine Learning and AI
Yue Malan is a senior analyst who supports the efforts of Aite Group’s Institutional Securities & Investment 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...  MORE
Senior Analyst
Areas of Expertise: 
Authentication
Bank and Payments Fraud
Machine Learning and AI
Merchant Acquiring
David Mattei is a senior analyst at Aite Group in the Fraud & AML practice.  Mr. Mattei has over 15 years of experience in the payments industry designing, building, and launching fraud and dispute systems. Fraud constantly poses financial and reputational risks to parties on both...  MORE
Analyst
Areas of Expertise: 
Buy-Side Research
Data and Analytics
Electronic Trading
Equities Market
Front-Office Trading Technology
Market Structure
Spencer Mindlin is an Aite Group analyst focused on capital markets technology, particularly front-office trading technology, execution and order management systems, market data platforms, exchange-traded funds, and emerging financial technology products. Mr. Mindlin brings to Aite Group more...  MORE
Senior Analyst
Areas of Expertise: 
Chatbot/Voice Assistant Technology
Customer Onboarding
Customer Relationship Management (CRM)
Digital Content Marketing
Marketing Analytics
Personal Financial Management
Tiffani Montez is a Retail Banking senior analyst at Aite Group covering digital channel interactions, marketing analytics, artificial intelligence, chatbots, and financial wellness. Ms. Montez has deep experience in global financial services with more than 20 years of experience in strategic...  MORE
Senior Analyst
Areas of Expertise: 
Digital Transformation
Digital Wealth Management
International Private Banking
Regulations
Meghna Mukerjee is a senior analyst on the Wealth Management team writing about market trends as well as regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on regulations...  MORE
Senior Analyst
Areas of Expertise: 
Commercial Lending
Customer Onboarding
Loan Processing
Return-on-Investment Analysis
Small-Business Lending
Stress Testing
David O’Connell is a senior analyst with Aite Group’s Wholesale Banking team, where his primary coverage area is lending. A former commercial lender of 14 years, Mr. O’Connell brings to his lending coverage extensive hands-on and granular knowledge of banks’ challenges in...  MORE
Senior Analyst
Areas of Expertise: 
Active Trading
Advisor-Focused Platforms and Tools
Client Engagement and Reporting
Custody
Regulations
Retail Clearing and Custody
Greg O’Gara is a senior research analyst for Aite Group's Wealth Management practice, focused on retail clearing, operations, financial advisor technology, and other topics across the wealth management industry. He has done extensive research on managed accounts, financial services competitive...  MORE
Senior Analyst
Areas of Expertise: 
Core Systems
ESG
International Private Banking
Wally Okby is a senior analyst for Aite Group’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
Senior Analyst
Areas of Expertise: 
Credit Products (Home, Student, Personal, and Auto Loans)
Credit/Interest Rate
Financial Inclusion
Lending and Related Technologies
Loan Processing
Marketplace Lending
Regulations
Risk Management
Leslie Parrish is a senior analyst with Aite Group’s Retail Banking practice, focusing on consumer lending. Ms. Parrish was one of the initial employees of the Consumer Financial Protection Bureau, a federal financial regulator. Her role entailed engaging with lenders and helping to develop the...  MORE
Senior Analyst
Areas of Expertise: 
Consumer Payments
Digital Wallets
Merchant Acquiring
Payments Acceptance Technologies
Thad Peterson is a senior analyst with Aite 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 opportunities and...  MORE
Research Director
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Data and Analytics
Digital Transformation
Fee-Based Business and Separately Managed Accounts
Registered Investment Advisors (RIAs)
Retail Clearing and Custody
Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning,...  MORE
Senior Analyst
Areas of Expertise: 
Auto and Home
B2B Payments
Claims
Commercial Insurance
Consumer Payments
Data and Analytics
Digital Transformation
Insurance Fraud
Insurtech
Machine Learning and AI
Policy Administration Systems
Risk Management
Telematics
Underwriting
Jay Sarzen is a senior analyst with Aite Group’s P&C Insurance practice. He brings to Aite Group over 15 years of experience delivering strategic advice to a wide variety of clients, primarily in financial services. Prior to joining Aite Group, Mr. Sarzen identified strategic growth...  MORE
Senior Analyst
Areas of Expertise: 
Banking Products in Wealth Management
Client Engagement and Reporting
Customer Onboarding
Customer Relationship Management (CRM)
Digital Content Marketing
Digital Wealth Management
Financial Planning and Retirement Income
Financial Wellness
Real-Time Payments
Wealth Management in the Banking Channel
Sophie Schmitt is a senior analyst on Aite Group's Wealth Management team, covering the convergence of banking, payment and investment solutions, client onboarding, financial wellness, and digital wealth management. Ms. Schmitt is returning to Aite Group after running a sustainability program...  MORE
Senior Analyst
Areas of Expertise: 
Card Issuance
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
David Shipper is the senior research analyst in Aite Group’s Retail Banking & Payments practice focusing on debit, credit, and prepaid cards. Based in Phoenix, Arizona, Mr. Shipper brings to Aite Group more than 15 years of experience leading card and payment strategies for financial...  MORE
Senior Analyst
Areas of Expertise: 
Electronic Trading
Equities Market
Front-Office Trading Technology
Market Structure
Regulations
Matt Simon is a senior research analyst within Aite Group’s Institutional Securities & Investment group and is based out of New York City. His work is focused on providing cutting-edge research and consulting for financial institutions within the capital markets. Mr. Simon’s areas of expertise...  MORE
Senior Analyst
Areas of Expertise: 
Buy-Side Governance
Buy-Side Performance and Index Measurement Client Reporting
Buy-Side Portfolio Management Systems
Buy-Side Portfolio Risk Management
Buy-Side Risk and Compliance
Custody
ESG
Fund Administration
Institutional Asset Owners
Paul Sinthunont is a senior analyst at Aite Group, specializing in buy-side research. He covers buy-side trends in technology, operations, and regulation. His core focus is on portfolio management systems, risk management, performance attribution and measurement, Environmental Social and Governance...  MORE
Senior Analyst
Areas of Expertise: 
Anti-Money Laundering
Compliance
Global Anti-Corruption
Know Your Customer (KYC)
Life Insurance and Annuities
Machine Learning and AI
Sanctions Screening
Charles (Chuck) Subrt is a senior analyst for Aite Group’s Fraud & AML practice and covers anti-money laundering and compliance issues. Mr. Subrt brings to Aite Group 20 years of legal and compliance experience and a deep expertise advising business leaders, driving ...  MORE
Research Director
Areas of Expertise: 
B2B Payments
Bill Payment and Bill Presentment (EBPP)
Card Products (Credit, Debit, and Prepaid)
Consumer Payments
Consumer-Directed Healthcare
Data and Analytics
Digital Wallets
Employer Benefits
Financial Wellness
Healthcare Banking
Healthcare Payments
Individual and Group Health Insurance
Insurance Fraud
Insurtech
Internet of Things
Practice Management
Real-Time Payments
Michael Trilli is the research director for Aite Group'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
Senior Analyst
Areas of Expertise: 
B2B Payments
Commercial Cards
Data and Analytics
Payment Regulations
Gilles Ubaghs is a senior analyst with Aite Group’s Wholesale Banking & Payments practice, where he is focused on business-to-business and commercial payments as well as the role that digital transformation is having across the enterprise and broader financial services sector. Mr. Ubaghs...  MORE
Senior Analyst
Areas of Expertise: 
Consumer Payments
Digital Wallets
Machine Learning and AI
Open Banking
Payment Regulations
Payments Acceptance Technologies
Ron van Wezel is a senior analyst for Aite Group’s Retail Banking & Payments practice. His research covers market and regulatory trends in the payments space, with a focus on Europe. Mr. van Wezel is a renowned expert in payments and digital banking. He brings to Aite Group 30 years of...  MORE
Senior Analyst
Areas of Expertise: 
Anti-Money Laundering
Compliance
Data and Analytics
Know Your Customer (KYC)
Machine Learning and AI
Sanctions Screening
Colin Whitmore is a senior analyst in Aite Group’s Fraud & AML practice, covering anti-money laundering (AML) and sanctions. Mr. Whitmore brings over 20 years of experience within banking and financial services, working in the United Kingdom with firms including Thompson Reuters, Aviva,...  MORE

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