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Meet the specialists

Market 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

Executive

Craig Woodward

President of Financial Vertical

Massachusetts , USA

Craig Woodward, Global Head of Sales and Client Services

Craig Specialises in

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

+ 29 years experience

Executive

Todd Willits

Head of EPFR

Massachusetts , USA

Todd Willits, Head of EPFR, iMoneyNet and TrimTabs, Headshot

Todd Specialises in

  • Fund Flows
  • Money Market Funds
  • Stock Flows

+ 20 years experience

Executive

Holly Meacham

Global Head of Sales for Financial Intelligence

Illinois , USA

Holly Meacham, Head of Americas Sales for Financial Intelligence, Headshot

Holly Specialises in

  • Retail Banking Products
  • Customer Experience Engagement Loyalty
  • Money Market Funds
  • Benchmarking
  • Credit

+ 27 years experience

Executive

Shaun Richardson

Senior Vice President

Texas , USA

Shaun Richardson, Senior Vice President, Headshot

Shaun Specialises in

  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+ 23 years experience

Executive

Chris Volpe

Head of Zephyr, Financial Intelligence

New York , USA

Chris Volpe, Director of Wealth Management Solutions, Headshot

Chris Specialises in

  • Fund Flows
  • Investment Analysis
  • Money Market Funds

+ 28 years experience

Executive

Brad Browning

Head of Strategy, M&A

Texas , USA

Brad Browning, Headshot

Brad Specialises in

  • Retail Banking Products
  • Customer Experience Engagement Loyalty
  • Money Market Funds
  • Retail Lending

+ 33 years experience

Retail Banks

Executive

Brad Browning

Executive, Head of Strategy, M&A

Texas, USA

Brad Browning

Brad specializes in

  • Retail Banking Products
  • Customer Experience/Engagement/Loyalty
  • Money Market Funds
  • Retail Lending

+33 year(s) experience

Executive

Shaun Richardson

Executive, Senior Vice President

Texas, USA

Shaun Richardson

Shaun specializes in

  • Retail Banking Products
  • Retail Lending
  • Benchmarking

+23 year(s) experience

Executive

Brandonn Dukes

Executive, CFA, Vice President Mortgage Solutions

Texas, USA

Brandonn Dukes

Brandonn specializes in

  • Retail Banking Products
  • Retail Lending

+27 year(s) experience

Fund Management

Thought Leader

Cameron Brandt

Thought Leader, Director of Research

USA

Cameron Brandt

Cameron specializes in

  • Fund Flows
  • Stock Flows

+20 year(s) experience

Executive

Todd Willits

Executive, Head of EPFR

Massachusetts, USA

Todd Willits

Todd specializes in

  • Fund Flows
  • Money Market Funds
  • Stock Flows

+20 year(s) experience

Consultant

Vik Srimurthy

Consultant, Consultant

USA

Vik Srimurthy

Vik specializes in

  • Fund Flows
  • Stock Flows
  • Rates and FX

+20 year(s) experience

Wealth Management

Analyst

Ryan Nauman

Analyst, Market Strategist

USA

Ryan Nauman

Ryan specializes in

  • Investment Analysis

+21 year(s) experience

Executive

Chris Volpe

Executive, Head of Zephyr, Financial Intelligence

New York, USA

Chris Volpe

Chris specializes in

  • Fund Flows
  • Investment Analysis
  • Money Market Funds

+28 year(s) experience

Thought Leader

Cameron Brandt

Thought Leader, Director of Research

USA

Cameron Brandt

Cameron specializes in

  • Fund Flows
  • Stock Flows

+20 year(s) experience

Credit Rates and Exchange Markets

Analyst

Ken Jaques

Analyst, Manager NY credit & derivatives

USA

Ken Jaques

Ken specializes in

  • Credit

+50 year(s) experience

Thought Leader

Steve Muzzlewhite

Thought Leader, Head of EMEA Non-Buyside Sales

UK

Steve Muzzlewhite

Steve specializes in

  • Fund Flows

+36 year(s) experience

Executive

Randy Rosen

Executive, VP, Benchmarking & Applied Analytics - Deposits

California, USA

Randy Rosen

Randy specializes in

  • Benchmarking
  • Retail Banking Products

+33 year(s) experience

Credit Unions

Thought Leader

Bridgette Hardonk

Thought Leader, Sales Executive

USA

Bridgette Hardonk

Bridgette specializes in

  • Benchmarking
  • Retail Banking Products

+15 year(s) experience

Executive

Richard Martin

Executive, Market Analysis Manager, FBX, Financial Intelligence

Washington, USA

Richard Martin

Richard specializes in

  • Benchmarking
  • Retail Banking Products
  • Retail Lending

+15 year(s) experience

Management

Michael Stinson

Management, President, BankTrends

USA

Michael Stinson

Michael specializes in

  • Benchmarking
  • Retail Banking Products

+12 year(s) experience

Lenders and finance companies

Executive

Richard Martin

Executive, Market Analysis Manager, FBX, Financial Intelligence

Washington, USA

Richard Martin

Richard specializes in

  • Benchmarking
  • Retail Banking Products
  • Retail Lending

+15 year(s) experience

Analyst

Kseniya Nadtochiy

Analyst, Senior Analyst

New York, USA

Kseniya Nadtochiy

Kseniya specializes in

  • Rates and FX

+10 year(s) experience

Credit Card Companies

Analyst

Gina DeCorla

Analyst, Senior Analyst

New York, USA

Gina DeCorla

Gina specializes in

  • Retail Banking Products
  • Mobile Banking
  • Credit Cards

+8 year(s) experience