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Meet the specialists

72 experts around the globe

Financial intelligence expertise

Expertise across the markets

Many of our analysts are ex-market and have the knowledge, experience and contacts to ensure an unbiased in-depth take spanning financial markets
Financial intelligence experience

Experience you can rely on

With hundreds of years combined experience, our specialists provide insight you can trust
Financial intelligence analysis

Best in class analysis

We take pride in independent, thorough and transparent analysis

Senior Leadership Team

Management

Craig Woodward

President of Financial Vertical

Massachusetts , USA

Craig Woodward, Global Head of Sales and Client Services

Craig Specialises in

  • Customer ExperienceEngagementLoyalty
  • FundFlows
  • Benchmarking
  • InvestmentAnalysis

+ 26 years experience

Management

Chuck Miwa

Head of Retail and Consumer Banking, Financial Intelligence

California , USA

Chuck Miwa, Head of Retail and Consumer Banking, Headshot

Chuck Specialises in

  • Customer ExperienceEngagementLoyalty
  • RetailBankingProducts
  • RetailLending
  • Benchmarking

+ 32 years experience

Management

Jennifer Rossum

Chief of Staff

Massachusetts , USA

Jennifer Rossum, Director of Product Management, Headshot

Jennifer Specialises in

  • RetailBankingProducts
  • Customer ExperienceEngagementLoyalty
  • MoneyMarketFunds

+ 21 years experience

Management

Sandra Palumbo-Aldi

Acting Head of Marketing

New York , USA

Sandra Palumbo-Aldi, Acting Head of Marketing, Headshot

Sandra Specialises in

  • Customer ExperienceEngagementLoyalty

+ 21 years experience

Management

Margaret Gagnon

Finance Director, Financial Intelligence

Massachusetts , USA

Margaret Gagnon, Finance Director, Headshot

Margaret Specialises in

+ 29 years experience

Competitive product research areas

Michelle Gaertner

Global Head of Partnerships & Alliances

USA

Michelle Gaertner

+26 year(s) experience

Investment Analysis & Reporting

Analyst

Ken Jaques

Analyst, Manager NY credit & derivatives

USA

Ken Jaques

Ken specializes in

  • Credit

+47 year(s) experience

Analyst

David Ader

Analyst, Chief Macro Strategist

USA

David Ader

David specializes in

  • Investment Analysis
  • Stock Flows

+29 year(s) experience

Editor

Andrew Perrin

Editor, Head of Credit, Europe

UK

Andrew Perrin

Andrew specializes in

  • Credit

+28 year(s) experience

Licensing & Media Partnerships

Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Management

Craig Woodward

Management, President of Financial Vertical

Massachusetts, USA

Craig Woodward

Craig specializes in

  • Customer Experience/Engagement/Loyalty
  • Fund Flows
  • Benchmarking
  • Investment Analysis

+26 year(s) experience

Market Data & Insight

Analyst

Ken Jaques

Analyst, Manager NY credit & derivatives

USA

Ken Jaques

Ken specializes in

  • Credit

+47 year(s) experience

Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Analyst

David Ader

Analyst, Chief Macro Strategist

USA

David Ader

David specializes in

  • Investment Analysis
  • Stock Flows

+29 year(s) experience

Market Research

Analyst

Susan Hines

Analyst, Manager, Experience Research

California, USA

Susan Hines

+33 year(s) experience

Management

Chuck Miwa

Management, Head of Retail and Consumer Banking, Financial Intelligence

California, USA

Chuck Miwa

Chuck specializes in

  • Customer Experience/Engagement/Loyalty
  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+32 year(s) experience

Analyst

David Ader

Analyst, Chief Macro Strategist

USA

David Ader

David specializes in

  • Investment Analysis
  • Stock Flows

+29 year(s) experience

Portfolio Performance

Management

Craig Woodward

Management, President of Financial Vertical

Massachusetts, USA

Craig Woodward

Craig specializes in

  • Customer Experience/Engagement/Loyalty
  • Fund Flows
  • Benchmarking
  • Investment Analysis

+26 year(s) experience

Editor

Mike Krasner

Editor, Managing Editor

USA

Mike Krasner

Mike specializes in

  • Money Market Funds

+25 year(s) experience

Analyst

Marnie Owen

Analyst, Global Head of Technical Analysis

USA

Marnie Owen

Marnie specializes in

  • Rates and FX

+23 year(s) experience