Michelle Ammirati

Senior Analyst, Healthcare Monitor

Michelle Ammirati is a Senior Analyst for Healthcare Monitor. In addition to her core responsibilities, Michelle has contributed to the Trends & Highlights blog series and created the bi-annual Credit Card Product Update. She has conducted extensive research on the member experience with a focus on the online and mobile platforms. Michelle has led UX-based healthcare research and thought leadership in financial services. Previously, Michelle worked on Bank, Credit Card and Small Business Card Monitor products.

Michelle graduated from Ithaca College in 2014 and has been a member of the Corporate Insight team since 2014.

Alisson Andrade

Senior Analyst, Projects Team

Alisson Andrade is a Senior Analyst on the Projects Team. She has worked on numerous custom projects related to product positioning, account opening, account security and consumer communication strategies. Before joining the Projects Team, she led Corporate Insight’s Annuity Monitor, Life Insurance Monitor and Small Business Card Monitor services. In 2017, Alisson co-authored the Blockchain Solutions and the Future of Finance report, which assessed blockchain applications and their potential impact on end consumers. Her research has been cited in the ABA Banking Journal and she has been quoted in publications such as Ignites and the Wall Street Journal. In 2006, Alisson graduated from Baruch College with a B.A. in Finance and Investments.

Meredith Barthold

Senior Analyst, Bank Monitor, Credit Card Monitor and Small Business Credit Card Monitor

Meredith Barthold is a Senior Analyst leading the research for Bank Monitor, Credit Card Monitor and Small Business Card Monitor. She has conducted extensive research on the banking and credit card industries, examining the online platforms, customer service capabilities, social media marketing and tools offered to prospects, customers and financial professionals. In addition to her core responsibilities, Meredith has contributed to a variety of custom research projects in the bank and cards industries, the Trends & Highlights blog series and the bi-annual Credit Card Product Update. Meredith holds a B.A. in chemistry from Colgate University.

Erica Bensoussan

Senior Analyst, Projects Team

Erica Bensoussan is a Senior Analyst on the Projects Team. She joined the firm in 2001 as a Monitor team analyst tracking the bank and brokerage industries. As a member of the Projects Team team, Erica has managed numerous custom research projects across a wide range of topics including account opening, online security, financial wellness, automated phone systems, ATM design and more. She has also led Corporate Insight’s Audit benchmarking engagements for clients in the retirement and banking industries.

Erica holds a B.A. in Communications and Commerce from the University of Pennsylvania.

Emily Brinkman

Analyst - Projects Team

Emily Brinkman is an Analyst on the Projects Team. She has worked on a variety of custom research projects with a focus on healthcare and brokerage on such topics as industry trends, mobile app design, product positioning and client segmentation. She also played a major role in the development of the Healthcare Website and Mobile Audits. She joined Corporate Insight in 2015 after graduating from The George Washington University with a B.A. in International Affairs and minor in Public Health.

Jen Butler

Senior Analyst, Brokerage & Digital Advice

Jen Butler is a Senior Analyst on the Brokerage Industry team, leading the firm’s Digital Advice Monitor research agenda. As Digital Advice lead, Jen has conducted extensive research on the automated investing account opening experience, web and mobile interfaces and aggregation-based portfolio analysis and financial planning tools. Her custom work includes competitive benchmarking, trend analysis, product positioning and digital user experience. In 2017, Jen co-authored the study, Blockchain Solutions and the Future of Finance, which examined blockchain applications and their potential impact on end consumers. Jen graduated from Northeastern University in 2012 with a Bachelors in Media Studies.

Matthew Eschmann

Director of Research -- Banking, Cards & Mobile Finance

Matthew Eschmann is the Director of Research – Banking, Cards and Mobile Finance at Corporate Insight. He joined Corporate Insight in 2011 and has worked on Bank Monitor, Credit Card Monitor and Mobile Monitor. He has also lead custom research engagements as a Project Manager on our Consulting Team. He was the lead author on several of CI’s syndicated studies and his research has been cited in such publications as American Banker, Bloomberg and MarketWatch. Matthew holds a B.A. in psychology from Bucknell University.

Johanna Hife

Director of Projects

Johanna Hife is the Director of Projects. She has managed a broad range of custom research initiatives that include studies on client communication strategy, new account onboarding experience, marketing collateral best practices, product positioning and client segmentation. She led the development of Audits for the asset management and healthcare industries. She also contributed to the Brokerage, Banking, P&C Insurance and DC Plan Participant Digital Audit services. Johanna joined the firm in June 2015, shortly after earning her M.S. in Global Affairs from NYU.

Olivia Jack

Analyst - Retirement Plan Research

Olivia Jack is an Analyst on the Retirement group at Corporate Insight which consists of the Retirement Plan Monitor and Retirement Plan Monitor — Institutional research services. She has conducted extensive research on the retirement industry during her time at Corporate Insight, examining the online platforms and technological innovations leading firms offer clients. She received her graduate degree from New York University in 2015 and has been a member of the Corporate Insight team since April 2016.

Corey Limmer

Analyst, Consulting Services and Mobile Monitor

Corey Limmer is an Analyst on Corporate Insight’s Consulting Services team and lead researcher on Mobile Monitor. Since joining the firm in 2014, he has worked on a variety of custom projects related to online and mobile security, account opening, digital trends and fixed income competitive benchmarking. Corey was the lead author of the May 2016 study The Innovation Advantage, where his research was cited in such publications as InvestmentNews, ThinkAdvisor and CXOtoday. He has also been a regular contributor to Corporate Insight’s syndicated Next-Generation Investing studies and is a member of the Digital Advice Monitor team. Corey graduated from Tufts University in 2012 with a B.A. in Economics and Spanish.

Sean McDermott

Director of Research -- Brokerage and Digital Advice

Sean McDermott leads Corporate Insight’s research on financial technology (fintech) companies, monitoring dozens of investment- and personal finance-related startups. He was the primary author of the firm’s recent study on this topic, Next-Generation Investing 2015: Digital Advice Matures, and his analysis has been quoted by Barron’s, NPR, Bloomberg, InvestmentNews and several other industry publications. In addition to his fintech research, Sean was one of the lead authors of the April 2014 study The Millennial Shift: Financial Services and the Digital Generation and the May 2015 study The Changing Face of Financial Advice: 2015 and Beyond. Sean has also led custom engagements for several of the firm’s clients on such topics as emerging financial services industry trends, mobile finance, gamification, and innovative user authentication and security techniques. Sean holds a B.A. in Philosophy from Lafayette College.

Megan Rafferty

Analyst, Annuity Monitor and Life Insurance Monitor

Megan Rafferty is an Analyst for Corporate Insight’s Annuity Monitor and Life Insurance Monitor services. She has conducted extensive research on the annuity and life insurance industries, examining the online capabilities, educational resources and technological tools offered to prospects, clients and financial professionals.

Lauren Roncevic

Director of Research -- Asset Management and P&C Insurance

Lauren Roncevic is the Director of Research for Corporate Insight’s Asset Management Monitor and Property & Casualty Insurance Monitor research services. She has conducted extensive research on the asset management and insurance industries, examining the online platforms and technological innovations that leading firms offer clients, prospects and financial professionals.

Jose Santana

Senior Analyst, Healthcare Monitor

Jose Santana is a Senior Analyst for Healthcare Monitor’s research services. He has conducted extensive research on the insurance industries with a focus on the online platforms, customer service capabilities and technological innovations offered to prospective individuals and members. Jose’s past involvement includes work on Annuity Monitor and Life Insurance Monitor. Jose has also authored and collaborated on a number of thought leadership pieces, projects and studies focusing on responsive web design, insurance product positioning, mobile transaction capabilities, cyber security and more.

Jose graduated from James Madison University in 2010 and has been a member of the Corporate Insight team since 2013.

Silviya Simeonova

Project Manager – Quantitative Research

Silviya Simeonova is a Project Manager and leads Corporate Insight’s quantitative research, managing the survey work that helps inform much of the firm’s proprietary research and special studies. She has co-authored multiple reports investigating the preferences of retirement plan participants, investors and financial advisors, including The Changing Face of Financial Advice: 2015 and Beyond. She has been quoted in such publications as Investment News, The Washington Post and Financial Advisor. Silviya also manages Corporate Insight’s active trader-focused research, helping clients gain a deep understanding of the active trader landscape in terms of platform capabilities and overall customer experience.

Silviya graduated from Bowdoin College in 2011 with a double major in Mathematics and Economics. She joined Corporate Insight’s team in 2012.

Justin Suter

Analyst, P&C Insurance Monitor

Justin joined Corporate Insight in 2015 and leads the firm’s P&C Monitor team. He has performed wide-ranging research on the P&C industry, staying abreast of industry trends and examining the online capabilities, educational resources and technological tools leading firms offer prospects and clients. In addition to leading weekly and monthly reports, Justin investigates emerging InsurTech companies and writes about telematics programs for insurance firms. He also co-authored a whitepaper on wellness programs in the insurance industry. Before taking over the P&C Monitor, Justin worked on Corporate Insight’s Life Insurance and Annuity Monitors. Justin earned his B.A. in History with honors at New York University.

Andrew Way

Director of Research -- Retirement, Annuities and Life Insurance

Andrew Way is the Director of Research for Corporate Insight’s Retirement Plan Monitor , Retirement Plan Monitor – Institutional, Annuity, and Life Insurance research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations that leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.