Based in Singapore, Radiance works as an Associate Analyst. Before joining Cerulli, Radiance was on the business development team in a Singapore-based...
Read MoreJared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team...
Read MoreAs a Associate Director, Greg’s responsibilities include relationship management and sales for Cerulli’s U.S.-based initiatives. Greg has several...
Read MoreMatt is involved in research across the retail distribution spectrum, including wealth management, managed accounts, and retail investors. He also...
Read MoreBased in our London Office, Connor is part of the institutional asset management team. He provides quantitative and qualitative analysis for Cerulli’s...
Read MoreJenn is responsible for collaborating on the promotion and marketing of Cerulli’s product lines. She also produces the firm’s U.S. press releases...
Read MoreStephen is an Analyst in the Wealth Management practice, where he provides quantitative support and contributes to the Cerulli Edge series...
Read MoreKurt is the founder of Cerulli Associates and the publisher of The Cerulli Report™ and The Cerulli Edge™ series. He previously held positions at...
Read MoreMickey has spent her entire career at Cerulli Associates, and is responsible for morale and facilities integrity. Despite being named for a switch-hitting...
Read MoreJudy is responsible for overseeing the U.S. Cerulli Report series, playing a key role in directing the research, editing reports, monitoring workflow...
Read MoreAsher is responsible for research in the high-net-worth practice, focusing on trends that impact wealth managers addressing the unique needs of high...
Read MoreThomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of...
Read MoreAs a Senior Designer, Rich is responsible for further progressing the Cerulli Associates brand identity and establishing a cohesive look and feel across all touchpoints...
Read MoreLeena is based in Cerulli's Singapore office and is responsible for covering the retail segment in Asia. Before joining Cerulli, she was a deputy...
Read MoreJustina is part of Cerulli’s European institutional research team, with a specific focus on quantitative research. Justina graduated from London...
Read MoreAndrius is a Senior Analyst on the Institutional team in the London office. He started off as an intern before joining on a permanent basis...
Read MoreAs Senior Director of Wealth Management, Donnie Ethier leads consulting engagements and research initiatives as it pertains to Cerulli Associates’ intermediary...
Read MoreKarleen oversees the marketing department at Cerulli. Her responsibilities includes global campaign development and management, press relations...
Read MoreJen is primarily responsible for the integrity of data and data presentation across all U.S. publications and presentations. Jen began her tenure...
Read MoreJakub is an associate analyst on the institutional asset management team. He provides quantitative and qualitative analysis for Cerulli’s European research products...
Read MoreDave has worked in the financial services industry for most of his professional career. Before joining Cerulli, he served as senior writer and report...
Read MoreJeremy serves as an Account Specialist, with primary responsibilities that include supporting the account management team...
Read MoreDennis is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions...
Read MoreMason’s responsibilities include account management, sales, and business development for Cerulli’s U.S. clients. Prior to joining Cerulli, Mason was...
Read MoreMichele has research responsibilities focusing on the institutional asset management industry, and contributes to the Cerulli Report and the...
Read MoreCarol edits the U.S. editions of the Cerulli Edge series. Carol works with Cerulli analysts to set and evolve the editorial direction of these publications...
Read MoreRyan serves as an Account Specialist, with primary responsibilities that include supporting the account management team with client...
Read MoreBased near Tokyo, Itsuko has overseen Cerulli Associates' data-gathering and research activities in Japan since 1998. Itsuko contributes Japanese analysis...
Read MoreMark has responsibility for client service and sales for our European clients and is based in the London Office. Prior to joining Cerulli Associates, Mark...
Read MoreChayce supports research initiatives and projects for multiple Cerulli Reports pertaining to the high-net-worth practice. Chayce joined Cerulli after...
Read MoreBased in Cerulli’s Singapore office, Manni is part of Cerulli’s Account Management team, working closely with the Global Business Development Director...
Read MoreNor has overall responsibility for the management of the Singapore office's administration, which covers a wide range of regular and ad hoc assignments...
Read MoreAnastasia leads the retirement research practice, with a focus on trends in 401(k) and other defined contribution plans, asset managers’ DCIO strategies, participant engagement strategies, and the IRA market. She contributes to the Cerulli Report and Cerulli Edge series...
Read MoreLaura has research responsibilities in the institutional asset management space. She specializes in Cerulli’s outsourced chief investment officer (OCIO)...
Read MoreDella works as a senior analyst out of the Singapore office. Prior to joining Cerulli, she worked at a market intelligence firm with a focus on alternative...
Read MoreAndrew has data visualization responsibilities focused on developing Lodestar, Cerulli’s interactive marketing intelligence platform. He works with data...
Read MoreJohn is a member of the U.S. Wealth Management practice and supports a variety of research and consulting projects across multiple U.S. practices...
Read MoreAs a member of the Data Analytics team, Lyle is responsible for designing and building IRD and Lodestar dashboards, maintaining internal databases...
Read MoreBased in the London office, Elizabeth’s main responsibilities include Onboarding, Employee Relations, Employee Engagement, Recruitment, Payroll...
Read MoreBob has research and consulting responsibilities within Cerulli’s institutional asset management practice...
Read MoreShawn has research responsibilities in the retirement markets space, focusing on defined contribution (DC) plans, the IRA market, and asset managers’ DCIO strategies. He contributes to the Cerulli Report and Cerulli Edge series...
Read MoreDrew’s responsibilities focus on client management, sales, and business development for Cerulli’s U.S.-focused product lines. Drew spent eight years...
Read MoreTom has over 20 years experience in the financial services industry. Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s...
Read MoreBased in Singapore, Jaslyn works as an Associate Analyst. Jaslyn joins us from PwC, where she was involved in the research on asset and wealth...
Read MoreBased in London, Adam is responsible for editing Cerulli’s European reports series. Prior to joining Cerulli, Adam worked as an editor for the IT, telecoms...
Read MoreAs an Analyst, Bryan provides support for Cerulli’s proprietary survey process and the Managed Accounts practice. Bryan graduated from Boston College with a B.A. in Economics, with a focus on Econometrics and Quantitative Methods. He also has...
Read MoreBrendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management...
Read MoreHaley is responsible for the finance administration and bookkeeping for Cerulli Associates, including accounts receivable, accounts payable, budget, and payroll...
Read MoreJoe is responsible for managing the Cerulli IT Department, including oversight of and coordination with business leaders to define and prioritize key...
Read MoreBased in London, Vidushan is part of the retail asset management team...
Read MoreTalia is responsible for the layout, trafficking, and production of domestic Cerulli Edges. She also plays a role in the production of marketing materials...
Read MoreLauren is the Office Coordinator in Boston, where she oversees office safety and assists the marketing, HR, sales, and research teams with ad hoc projects...
Read MoreAs Associate Director of the Wealth Management practice, Michael is responsible for researching trends within the wealth management industry that...
Read MoreAndré is responsible for all business activities in Europe, including management of the London office. Prior to joining Cerulli, Andre spent 7 years at...
Read MoreDaniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry...
Read MoreJohn is responsible for editing Cerulli’s Edge publications based in London. John has worked as a newspaper journalist for more than 30 years in the...
Read MoreMarina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research...
Read MoreBased in Singapore, Kean Yung works as an Associate Analyst. Prior to Cerulli, he worked at UBS AG as a Business Risk Specialist. He graduated from...
Read MoreColleen is the HR and Finance Associate for the firm. Colleen graduated from Hofstra University in Long Island, New York, where she earned her Bachelor’s Degree in Marketing with a minor in Management. Prior to joining Cerulli, she interned at Mercer as a Regional Market Developer and at HR Knowledge as a Human Resources intern...
Read MoreScott leads Cerulli’s research efforts focused on investor behavior and advisory relationships, and contributes to the Cerulli Report and the Cerulli Edge...
Read MoreAlexandra was the first employee in Human Resources at Cerulli and she was tasked with building out the function. Her main HR responsibilities include...
Read MoreEmily is on the marketing team and is responsible for social media, press relations, and reporting...
Read MoreAs an Analyst, Jacqueline maintains Cerulli's proprietary survey process....
Read MoreChris is a Research Analyst in the Institutional asset management group with responsibilities for providing qualitative and quantitative research support...
Read MoreJames (Jack) provides quantitative and qualitative research for the institutional and retail asset management practices for the Cerulli Report and...
Read MoreDaniel conducts research on the institutional and retirement segments of the asset management industry. Before joining Cerulli Associates, he worked...
Read MoreBing has oversight over Cerulli's U.S. research and data products. He has authored multiple Cerulli Reports, and contributes to the Cerulli Edge series...
Read MoreAs a member of the design group at Cerulli, Eric is responsible for the layout, trafficking, and production of all domestic publications. He also plays...
Read MoreBased in Singapore, Mei-Hwen edits Cerulli's range of Asia Pacific research reports and works closely with analysts and the production team on these...
Read MoreShannen is a senior analyst based in the Singapore office. Prior to joining Cerulli, she worked for trade publications, covering the asset management industry in Asia, for four years. Before that, she wrote for a weekly business magazine and a daily newspaper...
Read MoreKen is responsible for all of Cerulli’s business activities in Asia, including management of the Singapore office. He specializes in product development and market entry strategies into Asia’s established and emerging...
Read MoreBased in Singapore, Kangting is a member of Cerulli’s research team. She provides quantitative support for various Cerulli publications, and helps in...
Read MoreBased in the London Office, Tina is part of Cerulli’s European research team, with a focus on retail asset management research. Tina began her career as an investment analyst at Hywin Wealth in London...
Read MoreBased in London, Fabrizio leads the European retail/wholesale asset management research practice, which focuses on analyzing asset management...
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