Our Team

Our Team

Our team

Chartis Services: Mark Feeley

Mark Feeley: Global Brand Director/Research Director

Mark has over 30 years’ experience in global capital markets, consulting and associated technologies, focusing on risk management, front- and middle-office platforms and data management. Before Chartis he held executive positions in large global financial institutions, consultancies and FinTechs, in various roles including platform and software development, solution architecture, large-scale program management, vendor selection and implementation, and strategy development and execution.

With a background covering the front, middle and back office, Mark brings to Chartis a holistic view of business, technology and regulatory issues across the enterprise, and how these issues can be addressed by leveraging appropriate technology solutions. His primary focus has been risk technology, and his work in this area includes: leading the global teams for risk technology at RBS Capital Markets and AIG; working with middle- and front-office technology teams at Barclays Capital; extensive consulting experience with major consulting organizations including EY and Deloitte; and extensive vendor experience, including time at Algorithmics and Misys (now Finastra). Mark has an MA from Oxford University and is a Fellow of the Institute of Chartered Accountants in England and Wales.

Chartis Services: Sid Dash

Sidhartha Dash: Research Director

Sid is a research director at Chartis Research with more than 20 years of experience in the financial, energy and commodities markets in various functions across the trade and software development lifecycles. He has held various roles in product development, trading, risk management, software development and consulting in banks, hedge funds, and risk advisory and software firms, including Standard Chartered Bank, TCG Group, HCL and Cognizant.

Sid’s specific areas of interest and research include risk data, model risk management, quantitative models in illiquid markets, high-performance analytics, energy and commodity trading risk, market structure design, new computational models, and the use of innovative mathematical methods in various emerging areas of risk management .He has a MBA from the Indian Institute of Management and is a qualified Chartered Alternative Investment Analyst CAIA, Financial Risk Manager (FRM) ,Energy Risk Professional (ERP), Member of GARP and CIPM from the CFA institute.

Chartis Services: Jay Wolstenholme

Jay Wolstenholme: Research Director

Having joined in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side. Buy-side is our first area of expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

Denise Valentine

Denise Valentine: Research Director

In her role as Research Director with Chartis Research, Denise focuses on wealth and asset management evaluating market trends, financial-advisor technology, and the front- and middle-office. For a decade she covered these areas as a market intelligence analyst with research advisory firm, Aite Group. Denise’s asset management background includes VP-level positions in risk management and marketing services with multi-product firms serving wealth and institutional client markets. She has worked at a broker-affiliated asset management firm acquired by UBS, GE Capital Europe, and BlackRock.

In the research advisory area, Denise supported firms in the selection of technology systems, product roadmap development, new market entry initiatives, and due diligence for investment/acquisition. Denise earned an MBA from the New York University’s Stern School of Business and has held securities licenses including Series 3, 7, 63, and 65.

Chartis Services: Michael Mollemans

Michael Mollemans: Research Principal

Having also joined in July 2020, Michael is part of our buy-side expansion and will also be a part of our growth in both the market structure and analytical spaces. Michael was a Senior Analyst at TABB Group, with over 20 years of trading and research experience across 5 countries. Before joining TABB, he was at Pavilion Global Markets and Credit Suisse Securities Japan. Prior to that, he worked at Daiwa Capital Markets America in New York and at Credit Lyonnais Securities in Japan and New York.

He conducted research into Fintech and AI at Harvard University, holds a PhD in Econometrics from Macquarie University and a bachelor’s in finance from The University of British Columbia. Additionally, he is a CFA.

Chartis Services: Stefan Wagner

Stefan Wagner: Research Principal

Dr. Stefan Wagner joined Chartis as Principal in July 2018. In this role, he works closely with our Research Directors and expert network to deliver unique, impactful, practitioner-focused insight and advisory services to clients in the risk technology and financial technology sectors. Stefan brings a decade of experience in research, strategy consulting, and thought leadership to the business.

Before joining Chartis, Stefan held Consultant and Senior Consultant roles at Finaccord and Inpoint, the strategy consulting business of Aon plc. He has authored and contributed to more than three dozen industry publications and worked on consulting projects in the financial services and insurance space, including studies on bancassurance, commercial lines broking, empirical analyses of consumer behavior, and focused projects on professional indemnity, surety bonds and trade credit.

Before moving into consulting, Stefan held research and teaching roles at various academic institutions, including King’s College London, the Max Planck Institute for Human Development in Berlin, Berlin School of Mind and Brain, and Princeton University. He holds degrees from St Andrews (MLitt), LMU Munich (MPhil) and King’s College London (PhD). He is a fellow of the British Higher Education Academy (AFHEA) and Co-Director of the Financial Markets research strand at the Swiss think tank “foraus.” Stefan also holds a Certificate in Risk in Financial Services from the Chartered Institute for Securities and Investment (CISI).

Chartis Services: Philip Mackenzie

Philip Mackenzie: Senior Research Specialist

Phil’s research focus is on the integration of financial crime risk management, cyber security and conduct risk management. Lead analyst and author on many thought-leadership reports, including those focused on operational risk services, model risk management, Basel 3, Solvency II and financial crime, Phil is also lead analyst on Chartis’ Global Risk IT Expenditure report. He has been involved in numerous vendor evaluations and analyses, including interviews, roundtables and demonstrations, and has conducted multiple demand-side interviews with Tier 1 banks and financial institutions.

Chartis Services: John MacDonagh

John MacDonagh: Research Specialist

John is a Research Specialist at Chartis, specializing in risk management, enterprise GRC, and energy and commodities risk management systems.

John has a certificate in Risk in Financial Services from the Chartered Institute for Securities & Investment.

Chartis Services: Maryam Akram

Maryam Akram: Research Specialist

Maryam is a Research Analyst at Chartis, focusing on risk-aware accounting and artificial intelligence in risk management. She also specializes in visualizations.

Maryam has a certificate in Risk in Financial Services from the Chartered Institute for Securities & Investment.

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Chartis analyses the systems, products, vendors, applications and trends in the risk technology market. This insight is published in our flagship industry reports, white papers and research articles. Our intelligence supports our clients as they seek to improve performance through risk management, corporate governance and compliance. Alongside our extensive library of thought-leadership subscription reports, we also offer a range of services designed to help you maximize your market impact.

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