Senior Analyst, Aite Group
Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market. She has supported clients in the selection of technology systems, the identification of product gaps, market entry initiatives, and vendor-firm acquisitions.
Ms. Valentine is widely quoted in the press in publications including Financial Times, The Wall Street Journal, Reuters, BusinessWeek, NPR’s Marketplace, and Pensions & Investments, among others. She has spoken at and attends industry events in the United States and Europe.
Prior to joining Aite Group, Ms. Valentine worked in the global sourcing group at BlackRock, identifying high-risk vendors in business services segments. She was responsible for conducting vendor due diligence to identify and mitigate risk issues, defining contract requirements, and coordinating the firm’s ongoing vendor management program in her business segments. She has served as a senior analyst with research advisory firm Celent, looking at wealth and institutional topics, and as a business risk manager with GE Capital Services, where her responsibilities included acquisition integration activities, implementation of corporate risk policies, risk assessments, and project management in the United States and Europe. She is trained in Six Sigma black belt principles. Ms. Valentine also has 10 years in the areas of marketing, research, performance measurement, and portfolio administration for multimarket, multiproduct asset managers. In this capacity she held series 3, 7, 63 and 65 FINRA licenses.