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Institutional Securities &
Investments Practice
Sang Lee, Managing Partner
Sang Lee is a co-founder and
managing partner of Aite Group.
Mr. Lee's expertise lies in the
securities and investments
vertical and he has advised
many global financial
institutions, software/hardware
vendors, and professional
services firms in sell-side and
buy-side electronic trading
technology, and market
structure
•Exchanges and ATSs
•Electronic Trading
•Algorithmic Trading
•EMS/OMS
Follow Sang on
Twitter! @AiteSang
The team - Institutional Securities & Investments
Howard Tai, Senior Analyst
Howard focuses on derivatives products,
multi-asset class investment, and risk
management strategies, as well as the
role of electronic trading in currency,
equity derivatives, convertible
securities, and equities.
•Futures and Options
•Derivatives Trading
•Electronic Trading (multi asst-class)
Follow Howard on Twitter! @hsinhaotai
Denise Valentine, Senior Analyst
Denise focuses on institutional asset
management, hedge funds, and the
intermediary market. She also evaluated
front-, middle-, and back-office core
systems.
•Portfolio analytics
•Risk and compliance
•Portfolio Management
•Accounting
The team - Institutional Securities & Investments
Robert Stowsky, Senior Analyst
Robert specializes in core technology
infrastructure applicable to buy-side and
sell-side. He also has extensive
experience in listed and OTC derivatives
and electronic trading and operations.
•Market Data
•Big Data
•High Frequency Trading
•Complex Event Processing (CEP)
•Trade Technology
•Exchanges and Exchange Technology
•Pre-trade Risk and Trading Regulation
•Data Standards Developments
•Data Management
•Post-trade Regulatory Developments
•Trade Repositories and Reporting
Follow Robert on Twitter! @rstowsky
David B. Weiss, Senior Analyst
David covers global listed and OTC
derivatives, electronic trading, SEFs and
OTFs, global financial regulation, and capital
markets intellectual property with a subtle
undercurrent in trading technology.
•Front Office
•Market Structure
•Exchanges / Trading Venues
•Derivatives
•Fixed Income
•EMS / OMS
•Intellectual property
•Straight Through Processing
•Capital Markets Intellectual Property
Follow David on Twitter! @weissdml
The team - Institutional Securities & Investments
Virginie O’Shea, Analyst
Virginie covers data management
and post-trade technology.
•Data Management
•Corporate Actions
•Risk/Performance Analytics
•Post-Trade Processing/STP
•Clearing and Settlement
•Valuations
•Data Standards Developments
•Post-trade Regulatory Developments
•Trade Repositories and Reporting
Follow Virginie on Twitter!
@virginieoshea
Danielle Tierney, Analyst
Danielle specializes in the Latin American
capital markets.
•Equity and Derivatives Market Structure
•Exchanges
•Electronic Trading & Trading
Infrastructure
•Macroeconomic Regulatory Drivers
•Emerging Markets Trends
•Global Asset Management
•Latin American Market Structure
•Latin American Exchanges
•Hedge Funds (Latam-focused)
Follow Danielle on Twitter!
@DanielleAtAite
The team - Institutional Securities & Investments
Gabriel Wang, Research Associate
Gabriel focuses on emerging markets and
buy-side research while working
alongside the Institutional Securities &
Investments team to support the team’s
research efforts. He also works closely
with Aite Group’s quantitative analysts to
facilitate the data-production process for
the team’s survey-based projects.
Wealth Management
Practice
Alois Pirker, Research Director
Alois Pirker is a research director
specializing in the wealth
management and separately
managed account industries, with
particular focus on market trends and
the technologies that influence the
retail investment advisory space. He
has worked for many years with
leading global wealth management
firms on both large-scale business
and technology initiatives.
•Wealth Management & Retail
Investing
•Registered Investment Advisors
•Financial Planning
•Separately Managed
Account/Unified Managed Accounts
•Overlay Portfolio Management
•Data Consolidation
•Islamic Finance
Follow Alois on Twitter! @AloisPirker
The Team – Wealth Management
Javier Paz, Senior Analyst
Javier specializes in retail investment,
and particularly foreign exchange.
•Retail Foreign Exchange (FX)
•Institutional Foreign Exchange (FX)
•Retail Trading Platforms
Follow Javier on Twitter! @eltrade
Sophie Schmitt, Senior Analyst
Sophie covers financial planning,
practice management, and bank
wealth management topics such
as premier banking, bank
brokerage, and trust.
•Financial Planning
•Wealth Management in the Bank
Channel
•Bank Brokerage and Trust
Follow Sophie on Twitter!
@SophieLSchmitt
The team – Wealth Management
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Stephen Wall, Senior Analyst
Stephen specializes in the
international—non-U.S.—private
banking and wealth management
sector and its mass-affluent and
high-net-worth client segments. His
main areas of focus are the sector’s
business and competitive landscape
across onshore and offshore
jurisdictions and its evolving
demands and influences.
European and Asian Market
Structure, Landscapes, Business
Models and Regulation
Global Offshore Financial Centers
Wealth-holder Segments: Mass
Affluent, HNW; UHNW, Key Client
Follow Stephen on Twitter!
@StephenKWall
Bill Butterfield, Senior Analyst
Bill ‘s focus is on retail clearing,
technology, and relevant topics
across the bank trust and private
banking spectrum.
Retail Clearing
Self-Clearing
Correspondent Clearing
Wealth Management Trading
Technology
401k, 529
Retail Banking Practice
Julie Conroy, Research Director
Julie Conroy is a research
director covering fraud, data
security, anti-money laundering,
and compliance issues.
•Bank and Payments Fraud
•Data Security
•Anti-money Laundering
•eCommerce Fraud
Follow Julie on Twitter!
@JulieConroyAite
The Team – Retail Banking
Gwenn Bézard, Research Director
Gwenn Bézard is a co-founder and manages
the banking and payments practice. He has
close to a decade of experience in assisting
global financial institutions, technology
vendors, and professional services firms with
formulating and executing IT and business
strategies.
•Retail Payments
•Mobile Payments
•Card Issuing, Merchant Acquiring and Card
Networks
•Large Bank Technology Strategy
•IT Services and Large IT Service Vendors
Follow Gwenn on Twitter! @gbezard
David Albertazzi, Senior Analyst
David’s experience involves retail bank
channels and core banking technologies,
including mobile banking, online banking,
branch, ATM, and call center channels; he
assesses related online solutions such as
personal finance management.
•Mobile Banking
•Online Banking
•Branch Channel
•ATM
•Bank Call Centers
•PFM
•Core Banking Systems
Follow David on Twitter! @davidalbertazzi
The Team – Retail Banking
Madeline K. Aufseeser, Senior Analyst
Madeline covers the payments industry
including prepaid, credit, and debit card
issuing, with expertise in business strategy,
marketing, program management,
regulatory implications, processing, card
manufacturing, loyalty, and incentives.
Product Strategy
Cards and Card Issuing (prepaid, debit and
credit)
Card Marketing
Card Technology, Processing and
Manufacturing
Card Loyalty and Incentive Programs
Follow Madeline on Twitter! @maufseeser
Shirley Inscoe, Senior Analyst
Shirley’s covers research into fraud,
data security, anti-money laundering,
and compliance issues.
•Bank and Payments Fraud
•Data Security
•Anti-money Laundering
The team – Retail Banking
Richard “Rick” Oglesby, Senior
Analyst
Rick focuses on merchant acquiring
and commercial card issuing.
•Card Issuing (Commercial)
•Merchant Acquiring (ISOs,
acquirers: trends, vendor solutions,
product offering, challenges,
merchant satisfaction)
Follow Rick on Twitter!
@Rickoglesby
Ron Shevlin, Senior Analyst
Ron specializes in retail banking
issues including sales and marketing
technologies, customer and
marketing analytics, loyalty
management, P2P lending, personal
financial management, social
computing, online banking,
customer experience and consumer
behavior.
•Bank Marketing
•Person-to-person Lending
•Online Banking
•Online Marketing
Follow Ron on Twitter! @rshevlin
Wholesale Banking Practice
Christine Barry, Research Director
Christine Barry is a research
director managing the wholesale
banking practice. She covers
wholesale banking trends on a
global scale and has an in-depth
knowledge of the IT priorities of
the largest institutions down to the
smallest community banks and
credit unions. She specializes in
global cash management, small
business banking, core vendor
performance and remote deposit.
•Cash Management
•Community Banking and Credit
Unions (IT priorities and
challenges)
•Small-Business Banking
•Corporate Remote Deposit
•Core Banking Systems
•Corporate mobile banking
•Corporate Portals
Follow Christine on Twitter!
@CBarry_aite
The team – Wholesale Banking
Nancy Atkinson, Senior Analyst
Nancy covers wholesale banking issues
from a global perspective. She specializes in
bank products that facilitate companies'
working capital management, and the
technology supporting them.
•Global Business-Initiated Payments (e.g.,
ACH, checks, wire transfer, commercial
cards,SEPA, SWIFT, UK Faster Payments,
etc.)
•Payments and Remittance Details StraightThrough Processing
•Businesses’ Account Payables
(Disbursements) and Account Receivables
(Collections and Remittance Posting) Needs
and Bank Support for Them
•Trade Finance and Services/ Supply Chain
Finance
Follow Nancy on Twitter! @nancyaite
Enrico Camerinelli, Senior Analyst
Enrico specializes 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.
•Cash Management
•Corporate Banking
•Corporate Payments
•Corporate Treasury
•Liquidity Management
•Trade Finance
•Transaction Banking (Global)
•Supply Chain Finance
Follow Enrico on Twitter! @ecameri
The team – Wholesale Banking
David O’Connell, Senior Analyst
David covers analytics technologies
including business intelligence,
performance management, predictive
analytics, and “big data.” Also among
his areas of focus are analytics-enabling
technologies such as data governance
and data integration.
•“Big Data”
•Analystics and Analytics Technologies
•Business Intelligence
•Performance Management
•Return on Investment Analysis
Follow David on Twitter!
@davidpoconnell
Christine Pratt, Senior Analyst
Christine’s focus areas are in lending
and credit risk spanning Aite Group’s
Retail and Wholesale Banking
segments.
•Lending and Related Technologies
•Loans, including Auto, Home, Student,
and Business
•Loan Processing
•Lending Risk and Lending Compliance
Quantitative Research
Practice
Judith Fishman, Senior Analyst
Judy leads Aite Group's quantitative
research efforts, specializing in study design,
questionnaire development, and statistical
analysis of data. She determines the optimal
approach for each study to ensure that the
methodology and questionnaire are
appropriate to support the research
objectives. Responsible for data quality and
integrity across qualitative and quantitative
studies, Ms. Fishman ensures that data
analysis and interpretation is appropriate
and statistically valid, providing input to
analysts across all Aite Group practices.
•Quantitative Research
•Consumer Research (both retail and
business consumers)
•End-user Analysis
Laura Hajj, Analyst
As a member of Aite Group’s quantitative
research team, Laura focuses on designing
and fielding studies, developing and
programming surveys, and cleaning and
analyzing data. Her background in
quantitative analysis and project
management allows her to support research
projects from inception to final deliverable
across all practices at Aite Group. Ms. Hajj
has been known to delight in writing SPSS
syntax or learning new uses for Excel
functions, and she truly enjoys conveying
her knowledge to her colleagues in both
formal and off-the-cuff training sessions.
Insurance Practice
Todd Eyler, Research Director
Todd Eyer is the research
director for Aite Group’s
Insurance practice—
including P&C, life and
annuities, and health
insurance segments—and
the research lead for the life
and annuities segment. Mr.
Eyler brings to Aite Group
15 years of combined
research and operational
experience, working with
insurance companies
across the P&C and life and
annuities segments as well
as with their vendors and
service providers across all
insurance segments.
The team – Property & Casualty Insurance
Stephen Applebaum, Senior Analyst
Stephen is responsible for the firm's Property
& Casualty Insurance practice. His focus pays
particular attention to the business,
regulatory, and technology issues transforming
the industry globally, as well as the challenges
and opportunities they present to the P&C
ecosystem.
•Insurance Regulation
•Insurance Fraud
•Commercial Insurance
•P&C Insurance: Auto, Homeowners, Etc
•P&C Claims
•P&C Underwriting
•P&C Policy Administration
•Insurance Technology Innovation
Follow Stephen on Twitter! @PandCinsurance
Pat Speer, Analyst
Pat covers Property & Casualty Insurance. She
was most recently Editor in Chief of Insurance
Networking News, the recipient of several
business journalism awards, and has more
than 10 years of experience in the insurance
industry.
•Insurance Regulation
•Insurance Fraud
•Commercial Lines
•Personal Lines
•Underwriting
•Policy Administration
•Distribution Management
•Technology Innovation
Follow Pat on Twitter! @Pspeer
The team –Health Insurance
Michael Trilli, Senior Analyst
Michael specialises in health insurance
and payments.
•Health Insurance Products
•Health Care Payments
•Medical Banking, including Consumer
Related Healthcare and Health Savings
Accounts
Follow Michael on Twitter! @Mtrilli
Read more of Aite Group’s
views on the financial
industry!
http://www.linkedin.com/company/aitegroup
https://twitter.com/AiteGroup/