Behind the Login of Leading Robo-Advisors
Katrina Pirner
Senior Research Analyst
Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.
Recent research assignments and publications include the following:
- Digital Education Tools for Financial Literacy
- Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
- Regtech Solutions for KYC
- US Data Protection Regulation
Onawa Promise Lacewell, PhD
Director, Consulting
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
- Behind the Login of Wealth Management Client Portals
- Benchmarking of Value-Added Services for UHNW clients
- The Rising Popularity of Family Offices
- AI Throughout the Wealth Management Lifecycle
- UHNW Benchmarking
