FINTECH, SOFTWARE & SERVICES

MoffettNathanson’s Fintech, Software, & Services business is led by Lisa Ellis, a Senior Research Analyst covering the Payments, Processors, and IT Services sector.  Prior to joining the MoffettNathanson in 2018, Lisa was most recently a Managing Director and Senior Research Analyst at Sanford Bernstein & Co., LLC where she was the #1 Institutional Investor ranked Payments, Processors, and IT Services analyst. Prior to Bernstein, she spent thirteen years at McKinsey & Co. where she was a Partner in the firm's Technology & Telecom and Marketing & Sales consulting practices. In 2020, Lisa was selected to Barron's list of “100 Most Influential Women in U.S. Finance”.  She earned a B.S. in Physics and Mathematics from the College of William & Mary where she graduated magna cum laude and Phi Beta Kappa. She also holds an M.S. in Materials Science & Engineering and an MBA, both from the University of Virginia.  Lisa is supported by two analysts, Eugene Simuni (Fintech and HR Services) and Jackson Ader (Software), as well as a team of experienced research associates who have expanded the firm’s coverage with their respective sectors.