Personnel
Radiance Ang Huey Li
Analyst, Asia
Based in Singapore, Radiance works as an Associate Analyst. Before joining Cerulli, Radiance was on the business development team in a Singapore-based...
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Jared F. Baucom
Managing Director, Global Sales & Marketing
Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team...
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Greg Bell, CIMA
Associate Director, Account Management
As a Associate Director, Greg’s responsibilities include relationship management and sales for Cerulli’s U.S.-based initiatives. Greg has several...
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Matt Belnap
Senior Analyst, Retail Distribution
Matt is involved in research across the retail distribution spectrum, including wealth management, managed accounts, and retail investors. He also...
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Connor Bigland
Research Analyst, Institutional
Based in our London Office, Connor is part of the institutional asset management team. He provides quantitative and qualitative analysis for Cerulli’s...
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Jenn Carangelo
Marketing Manager, Operations
Jenn is responsible for collaborating on the promotion and marketing of Cerulli’s product lines. She also produces the firm’s U.S. press releases...
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Stephen Caruso
Analyst, Wealth Management
Stephen is an Analyst in the Wealth Management practice, where he provides quantitative support and contributes to the Cerulli Edge series...
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Kurt Cerulli
Chief Executive Officer
Kurt is the founder of Cerulli Associates and the publisher of The Cerulli Report™ and The Cerulli Edge™ series. He previously held positions at...
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Mickey Cerulli
Chief Morale Officer
Mickey has spent her entire career at Cerulli Associates, and is responsible for morale and facilities integrity. Despite being named for a switch-hitting...
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Judy Chase
Senior Director, Editorial
Judy is responsible for overseeing the U.S. Cerulli Report series, playing a key role in directing the research, editing reports, monitoring workflow...
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Asher Cheses
Senior Analyst, High-Net-Worth
Asher is responsible for research in the high-net-worth practice, focusing on trends that impact wealth managers addressing the unique needs of high...
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Thomas V. Ciampi
Founder and Director of Latin Asset Management
Thomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of...
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Rich Conti
Senior Designer
As a Senior Designer, Rich is responsible for further progressing the Cerulli Associates brand identity and establishing a cohesive look and feel across all touchpoints...
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Leena Dagade
Associate Director
Leena is based in Cerulli's Singapore office and is responsible for covering the retail segment in Asia. Before joining Cerulli, she was a deputy...
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Justina Deveikyte, CAIA
Director, European Institutional
Justina is part of Cerulli’s European institutional research team, with a specific focus on quantitative research. Justina graduated from London...
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Andrius Dovydavicius
Senior Analyst, European Institutional
Andrius is a Senior Analyst on the Institutional team in the London office. He started off as an intern before joining on a permanent basis...
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Donnie Ethier
Senior Director, Wealth Management Research & Consulting
As Senior Director of Wealth Management, Donnie Ethier leads consulting engagements and research initiatives as it pertains to Cerulli Associates’ intermediary...
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Karleen Fallon
Director of Marketing
Karleen oversees the marketing department at Cerulli. Her responsibilities includes global campaign development and management, press relations...
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Jennifer Feugill
Director
Jen is primarily responsible for the integrity of data and data presentation across all U.S. publications and presentations. Jen began her tenure...
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Jakub Filonczuk
Associate Analyst
Jakub is an associate analyst on the institutional asset management team. He provides quantitative and qualitative analysis for Cerulli’s European research products...
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Dave Fletcher
Senior Editor
Dave has worked in the financial services industry for most of his professional career. Before joining Cerulli, he served as senior writer and report...
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Jeremy Fodaski
Account Specialist
Jeremy serves as an Account Specialist, with primary responsibilities that include supporting the account management team...
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Dennis Frank
Associate Analyst, Product Development
Dennis is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions...
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Mason Gillespie
Senior Account Manager
Mason’s responsibilities include account management, sales, and business development for Cerulli’s U.S. clients. Prior to joining Cerulli, Mason was...
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Michele Giuditta, CFA
Director, Institutional
Michele has research responsibilities focusing on the institutional asset management industry, and contributes to the Cerulli Report and the...
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Carol Grabowski
Senior Editor
Carol 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...
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Ryan Hanratty
Account Specialist
Ryan serves as an Account Specialist, with primary responsibilities that include supporting the account management team with client...
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Itsuko Hatanaka
Senior Analyst
Based near Tokyo, Itsuko has overseen Cerulli Associates' data-gathering and research activities in Japan since 1998. Itsuko contributes Japanese analysis...
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Mark Horan
Senior Account Manager, Europe
Mark has responsibility for client service and sales for our European clients and is based in the London Office. Prior to joining Cerulli Associates, Mark...
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Chayce Horton
Analyst, High-Net-Worth
Chayce supports research initiatives and projects for multiple Cerulli Reports pertaining to the high-net-worth practice. Chayce joined Cerulli after...
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Manni Huang
Associate Director, Account Management
Based in Cerulli’s Singapore office, Manni is part of Cerulli’s Account Management team, working closely with the Global Business Development Director...
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Norhana Kader
Office Administrator, Singapore
Nor has overall responsibility for the management of the Singapore office's administration, which covers a wide range of regular and ad hoc assignments...
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Anastasia Krymkowski, ASA
Associate Director, Retirement
Anastasia 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...
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Laura Levesque, CFA
Associate Director, Institutional
Laura has research responsibilities in the institutional asset management space. She specializes in Cerulli’s outsourced chief investment officer (OCIO)...
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Della Lin, CFA
Senior Analyst
Della 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...
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Andrew Masnyj
Senior Data Analyst
Andrew has data visualization responsibilities focused on developing Lodestar, Cerulli’s interactive marketing intelligence platform. He works with data...
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John McKenna
Analyst, Retail Investor
John is a member of the U.S. Wealth Management practice and supports a variety of research and consulting projects across multiple U.S. practices...
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Lyle Morrison
Data Analyst
As a member of the Data Analytics team, Lyle is responsible for designing and building IRD and Lodestar dashboards, maintaining internal databases...
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Elizabeth Munge
Senior HR Manager and Finance Administrator, Europe
Based in the London office, Elizabeth’s main responsibilities include Onboarding, Employee Relations, Employee Engagement, Recruitment, Payroll...
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Robert Nelson, CFA
Director, Institutional
Bob has research and consulting responsibilities within Cerulli’s institutional asset management practice...
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Shawn O'Brien, CFA
Senior Analyst, Retirement
Shawn 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...
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Drew O'Hearn
Director, Account Management
Drew’s responsibilities focus on client management, sales, and business development for Cerulli’s U.S.-focused product lines. Drew spent eight years...
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Tom O'Shea, CFA
Director, Managed Accounts
Tom has over 20 years experience in the financial services industry. Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s...
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Jaslyn Ong
Analyst, Asia
Based in Singapore, Jaslyn works as an Associate Analyst. Jaslyn joins us from PwC, where she was involved in the research on asset and wealth...
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Adam Parkinson
Senior Editor, European Reports
Based 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...
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Bryan Pinedo
Analyst, Managed Accounts and Surveys
As 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...
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Brendan Powers, CFA
Associate Director, Product Development
Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management...
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Haley Priore
Finance Associate
Haley is responsible for the finance administration and bookkeeping for Cerulli Associates, including accounts receivable, accounts payable, budget, and payroll...
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Joseph Procaccini
Director of IT
Joe is responsible for managing the Cerulli IT Department, including oversight of and coordination with business leaders to define and prioritize key...
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Vidushan Ragukaran
Senior Analyst, European Retail
Based in London, Vidushan is part of the retail asset management team...
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Talia Reid
Senior Design Associate
Talia is responsible for the layout, trafficking, and production of domestic Cerulli Edges. She also plays a role in the production of marketing materials...
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Lauren Ren
Office Coordinator
Lauren is the Office Coordinator in Boston, where she oversees office safety and assists the marketing, HR, sales, and research teams with ad hoc projects...
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Michael Rose
Associate Director, Wealth Management
As Associate Director of the Wealth Management practice, Michael is responsible for researching trends within the wealth management industry that...
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André Schnurrenberger, CFA
Managing Director, Europe
André is responsible for all business activities in Europe, including management of the London office. Prior to joining Cerulli, Andre spent 7 years at...
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Daniil Shapiro, CFA
Associate Director, Product Development
Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry...
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John Sherrocks
Senior Editor, European Edge
John 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...
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Marina Shtyrkov
Senior Analyst, Intermediary
Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research...
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Kean Yung Siau
Analyst, Asia
Based 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...
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Colleen Smith
HR and Finance Associate
Colleen 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...
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Scott Smith
Director of Advice Relationships
Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships, and contributes to the Cerulli Report and the Cerulli Edge...
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Alexandra Sorrentino
Director of Human Resources and Administration
Alexandra was the first employee in Human Resources at Cerulli and she was tasked with building out the function. Her main HR responsibilities include...
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Emily Sota
Marketing Associate
Emily is on the marketing team and is responsible for social media, press relations, and reporting...
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Jacqueline Stanley
Analyst, Managed Accounts and Surveys
As an Analyst, Jacqueline maintains Cerulli's proprietary survey process....
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Chris Swansey
Research Analyst, Institutional
Chris is a Research Analyst in the Institutional asset management group with responsibilities for providing qualitative and quantitative research support...
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James Tamposi, CFA
Senior Analyst, Institutional
James (Jack) provides quantitative and qualitative research for the institutional and retail asset management practices for the Cerulli Report and...
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Daniel Uquillas
Senior Analyst, Retirement and Institutional Markets
Daniel conducts research on the institutional and retirement segments of the asset management industry. Before joining Cerulli Associates, he worked...
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Bing Waldert
Managing Director, U.S. Research
Bing has oversight over Cerulli's U.S. research and data products. He has authored multiple Cerulli Reports, and contributes to the Cerulli Edge series...
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Eric Wojnarowski
Senior Production Manager
As a member of the design group at Cerulli, Eric is responsible for the layout, trafficking, and production of all domestic publications. He also plays...
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Mei-Hwen Wong
Senior Editor, Singapore
Based in Singapore, Mei-Hwen edits Cerulli's range of Asia Pacific research reports and works closely with analysts and the production team on these...
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Shannen Wong Yee Shuen
Senior Analyst
Shannen 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...
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Ken F. Yap, CFA
Managing Director, Asia
Ken 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...
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Kangting Ye
Senior Analyst, China
Based in Singapore, Kangting is a member of Cerulli’s research team. She provides quantitative support for various Cerulli publications, and helps in...
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Tina Zhang
Analyst, Retail
Based 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...
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Fabrizio Zumbo
Associate Director, Retail
Based in London, Fabrizio leads the European retail/wholesale asset management research practice, which focuses on analyzing asset management...
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