Personnel


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Radiance

Radiance Ang Huey Li

Associate Analyst

Based in Singapore, Radiance works as an Associate Analyst. Before joining Cerulli, Radiance was on the business development team in a Singapore-based fund house. She managed various distributor and intermediary...

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Ayushi Bainwala

Ayushi Bainwala

Analyst

Ayushi is an analyst on the Institutional team based in the Singapore office. Prior to Cerulli, she was at Fitch Ratings, where she worked as Research Associate Intern...

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Zack Barrett

Zack Barrett

Associate Analyst, Institutional

Zack is an associate analyst supporting research initiatives for the institutional segment. Prior to joining Cerulli, Zack received his B.S. in Finance from the University of Massachusetts, Amherst, where he graduated...

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Jared -Baucom _W-188v2

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. Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was...

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Greg-Bell

Greg Bell

Senior Account Manager

As a Senior Account Manager, Greg’s responsibilities include relationship management and sales for Cerulli’s U.S.-based initiatives. Greg has several years of experience in RIA and family office distribution in the U.S. working for...

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Boraine Aldrin

Aldrin Boraine

Senior Analyst, European Retail

Based in our London Office, Aldrin is part of the retail asset management team. He provides quantitative and qualitative analysis for Cerulli’s European research products, with a focus on European...

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Jenny Carangelo

Marketing Associate, Distribution

Jenny is responsible for the distribution of Cerulli’s reports and Edge series, as well as providing support for marketing campaigns. She also collaborates with the editorial, design, and sales teams on various ...

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Kurt -Cerulli _W-188

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 Fidelity Investments and New York Life Insurance Company, and began his career as a tax lawyer...

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Mickey Cerulli

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 Yankees outfielder from the 1950's, she is a devoted Red Sox, Patriots and Liverpool FC fan.

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Judy Chase

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, and maintaining quality control. Judy began her tenure at Cerulli Associates as the Editor of...

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Asher-Cheses-2

Asher Cheses

Research 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-net-worth and ultra-high-net-worth investors and families...

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Tom -Ciampi _W-188

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 the Latin American asset management marketplace. Latin Asset Management is the chief provider of...

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Dan Cook 2

Dan Cook

Analyst, Retirement

Dan works primarily in the retirement group, providing quantitative and qualitative research support for senior analysts. Prior to joining Cerulli, Dan worked at Empower Retirement in the 401(k) service center as a retirement representative...

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Leena Dagade 2

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 editor in Singapore for an event management and publishing company and was responsible for covering...

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Justina Deveike - new

Justina Deveikyte

Associate Director, European Institutional

Justina is part of Cerulli’s European institutional research team, with a specific focus on quantitative research. Justina graduated from London South Bank University with a M.Sc. degree in International Finance & Investment. She also has a B.Sc...

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Andrius Dovydavicius

Andrius Dovydavicius

Associate Analyst, European Institutional

Andrius is an Associate Analyst on the Institutional team in the London office. He started off as an intern before joining on a permanent basis. He has previously interned at McGee, a construction company, where he was in their accounting...

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Donnie Ethier

Donnie Ethier

Director, Wealth Management Research & Consulting

As Director of Wealth Management, Donnie Ethier leads consulting engagements and research initiatives as it pertains to Cerulli Associates’ intermediary distribution capabilities. He continues to oversee Cerulli’s U.S. High Net Worth practice as...

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Karleen Fallon

Karleen Fallon

Director of Marketing

Karleen oversees the marketing department at Cerulli. Her responsibilities includes global campaign development and management, press relations, brand awareness, and events. She works closely with the account management team...

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Anna Fang New

Anna Fang

Research Analyst, Retirement

Anna has research responsibilities focusing on the retirement industry. She provides quantitative and qualitative analysis for the Cerulli Report and The Cerulli Edge series. She also contributes to the development of Lodestar, Cerulli’s web-based...

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Jen Feugill

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 at Cerulli Associates as an analyst focusing on managed accounts. Prior to joining Cerulli, Jen...

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David -Fletcher _W-188

Dave Fletcher

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 editor for a consulting group that provides inventory appraisals for asset-based lenders...

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Jeremy Fodaski New

Jeremy Fodaski

Senior Client Service Associate

Jeremy serves as a Senior Sales and Client Service Associate, with primary responsibilities that include supporting the account management team with client questions...

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Kevin Frost

Kevin Frost

Designer

Kevin is responsible for the development of visual branding and marketing communications as well as the design of corporate stationary, event materials, and web graphics. As a member of the design team at Cerulli, he plays a role in...

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Genesis Kok Chu Su

Genesis Kok Chu Su

Analyst

Genesis works as an analyst out of the Singapore office. Prior to Cerulli, he interned at CIMB Investment Bank with a focus on retail equities. Genesis graduated from the National University of Singapore in chemical engineering...

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Mason-Gillespie

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 a Regional Sales Director in the RIA Channel...

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Elle New

Elizabeth Githigiu

HR & Office Manager, Europe

Based in the London office, Elizabeth’s main responsibilities include Onboarding, Employee Relations, Employee Engagement, Recruitment, Payroll, and Finance. Prior to joining Cerulli, Elizabeth...

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Michele Giuditta

Michele Giuditta

Director, Institutional

Michele has research responsibilities focusing on the institutional asset management industry, and contributes to the Cerulli Report and the Cerulli Edge series. Michele has 20 years of institutional investment industry experience, working on both...

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Brian Gorman

Brian Gorman

Analyst, European Retail

Brian writes and researches articles for Cerulli’s European publications and reports, focusing on the retail side. Before joining Cerulli Associates, Brian worked as a journalist at several news organizations, including Thomson Reuters and...

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Carol Grabowski

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, develop story ideas, and edit submissions, and also coordinates the design and production...

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Ryan Hanratty

Ryan Hanratty

Client Services Associate

Ryan serves as a Sales and Client Service Associate, with primary responsibilities that include supporting the account management team with client questions, administration, and sales. Prior to joining Cerulli, Ryan...

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Itsuko -Hatanaka _W-188

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 and commentary to Cerulli's international research publications, plays a key role in...

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Mark -Horan _W-188

Mark Horan

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 worked in the analytics team at Bloomberg L.P., and prior to that worked in the real estate...

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Chayce Horton

Chayce Horton

Associate 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 having received his B.S. in Economics-Finance with a minor...

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Manni Huang

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. Manni’s responsibilities focus on client management, sales and business development for...

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Sam Huddart

Sam Huddart

Associate Analyst, Managed Accounts

As the Survey Analyst, Sam maintains Cerulli's proprietary survey process. In addition, he conducts qualitative and quantitative analysis for the institutional asset management practice. Sam recently graduated from Bentley University...

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Norhana Kader

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. Nor has over 14 years of office administration experience in Singapore and is fluent in...

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Laura Levesque

Laura Levesque

Senior Analyst, Institutional

Laura has research responsibilities in the institutional asset management space. She specializes in Cerulli’s outsourced chief investment officer (OCIO) research, including strategic consulting...

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Della Lin

Della Lin

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 assets. Della holds a degree in Chemical...

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Ed Louis

Ed Louis

Senior Analyst, Intermediary

Ed leads research for the Intermediary Distribution Report, specializing in distribution strategies for retail asset management products sold through financial advisors. He also oversees the quarterly issues of...

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Alexi Maravel

Alexi Maravel

Director, Institutional

Alexi has research responsibilities for institutional asset management and markets. Alexi has more than 20 years asset management and financial services experience, with concentrations in institutional marketing communications, client...

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Andrew -Masnyj _W-188

Andrew Masnyj

Senior Data Analyst

Andrew has data visualization responsibilities focused on developing Lodestar, Cerulli’s interactive marketing intelligence platform. He works with data software tools to prepare datasets and improve data processing efficiency, and he collaborates...

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Mary Cerulli

Mary McAvity

Consultant

Mary has been supporting strategic initiatives for Cerulli's clients since 1994. She has experience across investment management firms, securities broker/dealers, and insurance companies. Mary was formerly a Marketing Director at an investment...

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John McKenna

John McKenna

Associate Analyst

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. Prior to joining Cerulli Associates, John was a Research Assistant at Harvard University’s...

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Merritt Matt

Matt Merritt

Associate Analyst, Product Development

Matt is a member of the Product Development practice, where he collects quantitative data to support findings for the Cerulli Report and Cerulli Edge series. The Product Development practice focuses on trends related...

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Miao Hui 2

Hui Miao

Senior Analyst

Based in Singapore, Miao Hui is a member of the Chinese research team. She holds a bachelor degree in financial management from Zhejiang University and a master degree in applied economics ...

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Teague Morris

Teague Morris

Survey Analyst

As the Survey Analyst, Teague maintains Cerulli's proprietary survey process. In addition, he conducts qualitative and quantitative analysis for the managed accounts practice. Before joining Cerulli, Teague worked as a policy associate at Frontier...

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lyle

Lyle Morrison

Associate Analyst, Data Analytics

As the Survey Analyst, Lyle maintains Cerulli's proprietary survey process. He also creates Cerulli's benchmark reports for participating respondents. Lyle previously worked at Colony Realty Partners, a private equity firm based out of Boston...

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Sarah -Murphy _W-188

Sarah Murphy

Marketing Manager

Sarah is responsible for developing and managing the promotion and marketing of Cerulli’s product line. Sarah also contributes to the firm’s media relations and social media efforts...

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Victoria Murphy

Victoria Murphy

Office/HR Coordinator

Victoria’s responsibilities include general office management and supporting human resource efforts. She plans all office events, assists with onboarding new hires, and maintains the day-to-day needs of the Boston office. Victoria also runs...

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Endika Notario

Endika Notario

Research Analyst, European Retail

Endika is part of the retail asset management team providing quantitative and qualitative analysis for the senior analysts. Prior to joining Cerulli, Endika worked as an analyst intern at BBVA and DLL (Rabobank). He focused...

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Drew -OHearn _W-188

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 at John Hancock where he held a number of roles including Internal Wholesaler, College Savings...

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Tom O'Shea

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 Global Asset Allocation Division, where played a leadership role in the ongoing development of...

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Ilonka

Ilonka Oudenampsen

Senior Analyst, European Institutional

Based in London, Ilonka is part of Cerulli’s European research team, with a focus on institutional asset management. Before joining Cerulli, Ilonka worked as a journalist at several publications, covering European pensions, the Mena insurance...

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Adam Parkinson

Adam Parkinson

Reports Editor, Europe

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, and media analyst firm Ovum, part of the global publisher Informa ...

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Brendan -Powers _W-188

Brendan Powers, CFA

Senior Analyst, Product Development

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management. This broadly includes: Competitive analysis of financial products in the retail asset management...

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Chin Chin Quah

Chin Chin Quah

Associate Director

Based in Singapore, Chin Chin leads Cerulli’s Asian institutional research, and also contributes to the retail research. She first started her career as an analyst with Cerulli in 2010, and rejoined in 2017. During that time, she was part of...

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Talia Reid

Talia Reid

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 and assists the marketing team with business...

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Mariana Romero

Mariana Romero

Finance Administrator

Mariana is responsible for the finance administration and bookkeeping for Cerulli Associates. This includes all accounting, billing, budgets, and payroll, among other things. Prior to joining Cerulli, Mariana was a marketing...

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Andre Schnurrenberger

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 Columbia Threadneedle Investments, most recently...

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Jessica -Sclafani _W-188

Jessica Sclafani, CAIA

Director, Retirement

Jessica leads Cerulli’s U.S. Retirement practice and oversees three annual research reports, consulting engagements, and the quarterly issues of the Cerulli Edge—U.S. Retirement edition. The Retirement practice focuses on trends related to the DC...

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Daniil-Shapiro

Daniil Shapiro

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 trends with a focus...

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John Sherrocks

Editor, Europe

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 United Kingdom, South Africa, and France, primarily covering business and finance ...

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Marina Shtyrkov

Research Analyst, Intermediary

Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research for two annual reports. She also contributes to the Cerulli Edge series and generates...

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Liz Smith-new

Elizabeth Smith

Marketing Associate

Liz’s responsibilities include general office management, assisting marketing, and supporting human resource efforts. She plans all office events, assists with onboarding new hires, analyzes website data...

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Scott Smith

Scott Smith

Director

Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships, and contributes to the Cerulli Report and the Cerulli Edge series. Prior to his current role, he led Cerulli's research efforts in the intermediary...

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Alexandra Sorrentino

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 recruiting, onboarding, performance management, organizational development, employee relations...

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Chris Swansey

Chris Swansey

Analyst, Institutional

Chris is an analyst in the institutional asset management group with responsibilities for providing qualitative and quantitative research support for senior analysts. Prior to coming to Cerulli, Chris worked at Mercer as a Senior Analyst...

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James Tamposi

Research Analyst, Institutional

James (Jack) provides quantitative and qualitative research for the institutional and retail asset management practices for the Cerulli Report and Cerulli Edge series. Prior to joining Cerulli, Jack worked as a Research Associate for Chatham...

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Bing Waldert

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. Bing has more than 15 years of financial services industry experience...

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Eric W. New

Eric Wojnarowski

Senior Design Associate

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 a role in marketing collateral layout and assists the marketing team with business development...

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Mei Hwen

Mei-Hwen Wong

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 reports. She also writes for the Cerulli Edge monthly...

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Ken Yap

Ken F. Yap, CFA

Managing Director, Asia

Ken is responsible for all business activities in Asia, including management of the Singapore office. He also oversees global research analytics, covering data generation for international Lodestar...

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Ye_Kangting

Kangting Ye

Analyst

Based in Singapore, Kangting is a member of Cerulli’s research team. She provides quantitative support for various Cerulli publications, and helps in the analysis of asset management industry in Asia-Pacific...

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Fabrizio Zumbo

Fabrizio Zumbo

Associate Director, Retail

Based in London, Fabrizio leads the European retail/wholesale asset management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies...

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