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David M. Thompson

Affluent & Wealth

David Thompson brings over 25 years of market research and consulting expertise in financial services to Phoenix Marketing.  Specializing in wealth management, David has a unique understanding of the trends affecting the affluent and high net worth investor markets today such as advisor relationships, segments and trends; lifestyles and attitudes; strength of customer relationships; confidence in markets and personal finances; differences in attitudes and behaviors by market segment; and online behaviors.

David has been instrumental in working with companies to create qualitative studies especially geared towards new product development in the wealth management space.  He has led quantitative research studies including market segmentation, brand awareness, communication strategy, product development (choice modeling, demand estimation), loyalty and satisfaction, channel strategy, and consumer needs identification. 

As a Vice President at NFO WorldGroup and as senior consultant at Spectrum Group, David directed custom and syndicated research in the wealth management sector.  One of his main responsibilities was the Affluent Market Research Program, a leading syndicated research program for the affluent consumer market.  David has held various senior positions in the field including directing the affluent strategic research for CIGNA Financial Advisors.  David holds a graduate business degree from the University of Hartford and is a frequent speaker on wealth management subjects.

Leadership team

Allen R. DeCotiis, Ph.D.

Chairman and Chief Executive Officer

Martha Rea

President and Chief Research Officer

Scott A. Spry, MBA

Chief Operating Officer

Sanford M. Schwartz, Ph.D.

Advisor to the Chairman

Elizabeth L. Trachte, MA

Chief Financial Officer

Heather Still

EVP Human Resources and Chief Privacy Officer

Andrew Grant

Head of Europe Operations

Pritica Hogg

Regional Managing Director - Asia Pacific

Brian Maraone, MBA


Jaime Hodges

Communications and Brand

Leslie Martin

Customer Experience

Mark Willard

Customer Experience

Neal Chambliss

Financial Services / Innovation & Analytics

Anne-Marie Duffy

Financial Services / Communications & Brand

Andrew Scott


Steve Wakefield


Edye Twer


Lane H. Mann, MBA

Agency Partnerships

Bill McCracken

Synergistics Syndicated Financial Reports

John Schiela, MBA


John Antonello

Travel & Leisure / CPG / Multicultural

David M. Thompson

Affluent & Wealth