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 well as the Annuities practice and contributes to multiple consulting projects, Cerulli Reports, and the Cerulli Edge series. Donnie specializes in:
• Opportunities, challenges, and risks facing high-end advisory practices at wirehouses, family offices, private banks, trusts, and RIAs
• Asset managers’ structuring of modern and resource-effective key accounts, field sales, and specialists teams
• Analysis of wealth managers’ services, fees, and investment processes in regard to advising HNW and UHNW families, including next-gen investors
Prior to joining Cerulli, Donnie held roles at Sun Life Financial and Sun Life Financial Distributors. His responsibilities included Market and Distribution Strategy, Competitive Intelligence, Product Development, and professional development.