Chartis Research Team Continues to Grow

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In what has been a year of phenomenal growth for Chartis, it is with great pleasure that we announce the addition of two senior researchers to our team.

Dayle Scher

Dayle Scher pic

 

Dayle joins Chartis Research as a Research Director focused on the asset management pillar. She brings to the team more than 40 years of financial services industry experience, having held senior operations and technology roles at Morgan Stanley Investment Management and MFS Investment Management, as well as spending five years at State Street Corporation across various product-focused functions.

In between industry roles, Dayle served as a Research Director at both the former TowerGroup (now CEB/Gartner) and TABB Group, where she covered equities and capital markets technology across the back-, middle- and front offices and performed vendor analysis and due diligence for clients. Most recently Dayle was a Strategy Director at the Depository Trust & Clearing Corporation (DTCC), where she undertook research, analysis, and scenario planning across areas of impact for the firm, including macroeconomic, regulatory and legislative, technology, and market structure trends; she also monitored the competitive landscape and client priorities driving the business.

Dayle received her undergraduate degree from the University at Albany, SUNY, and earned an MBA in Finance from the Fordham Gabelli School of Business. She has also served on the board of ISITC, where she led the Investment Management member forum and other various working groups formulating trade communications market practices. Dayle also holds a certificate from the Centre for Economic and Political Studies in London.

Email: [email protected]

Sonia Romero

Sonia Romero pic

 

Sonia joins Chartis as a Research Principal and will be developing our coverage of Property and Casualty insurance from the risk, compliance, control, and pricing perspectives. She has more than 13 years in the insurance space, working as a licensed P&C producer, an analyst on both the carrier and the client-side, and most recently as a Criteria and Methodology analyst with a nationally recognized statistical rating organization with a focus on the insurance industry.

Sonia attended Tulane University in New Orleans, Louisiana, and holds a BA in Business Administration and Paralegal Studies. She holds Property and Casualty licenses in various states and is working on the ARM via CPCU designations with The Institutes.

Email: [email protected]

Welcome to the team, Dayle and Sonia!

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