Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

Matt is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retirement, retail, and institutional channels.

Prior to joining Cerulli, Matt held roles in several business units at Fidelity Investments, including Workplace Investing, Personal Investing, and Fund Operations. Most recently, he worked as an Investment Data Analyst for Strategic Advisers, LLC.

Full biography here.

As an associate director, Matt plays a critical role in developing research across the retail financial services spectrum, including wealth management, managed accounts, and product development. Matt contributes to nine Cerulli reports across three research practices and manages The Cerulli Edge—U.S. Advisor quarterly publication.

Matt began his career in financial services at Eaton Vance investment management, serving in a variety of roles, ranging from shareholder services, to institutional marketing, and in competitive analysis seeking strategic distribution opportunities.

Full biography here.

As a survey analyst, Molly supports all the U.S. research practices’ core survey needs. She assists in survey creation, data collection, and analysis for the Boston office. In addition to her work in the Wealth Management practice, Molly is also responsible for supporting survey processes related to consulting projects and carrying out daily interactions with research participants.

Prior to joining Cerulli, Molly was a Research Consultant at Cornell University. Her research focused on the education sector, where she studied the use of university resources to meet the needs of rural schools across New York State.

Full biography here.

Andrew is a member of Cerulli’s Wealth Management practice, focusing on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. 

Full biography here.

Brad is an Associate Analyst in the Wealth Management practice and is responsible for researching trends within the wealth management industry that impact broker/dealers.

Prior to joining Cerulli Associates, Brad worked at Cartesian, where he provided consulting services to telecommunications, media, and technology companies.

Full biography here.

Stephen is a research analyst in the Wealth Management practice where he provides quantitative support to two annual reports. He also contributes to the advisor data collection process and to The Cerulli Edge series. Prior to joining Cerulli Associates, Stephen worked at Banyan Tree Capital, where he managed client servicing operations.

Full biography here.

Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.

Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Full biography here.

As an associate analyst on the Retirement team, Elizabeth supports research on defined contribution and individual account markets and provides quantitative support to the annual reports and Cerulli Edge series.

Prior to joining Cerulli, Elizabeth was a research assistant at the Boston University School of Hospitality Administration, where she worked on papers pertaining to hospitality finance and technology.

Full biography here.

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.

Full biography here.

Idin is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.

Prior to joining Cerulli, Idin was a senior member of the Portfolio Evaluation Group at Fisher Investments, where he was responsible for providing asset allocation and benchmark recommendations for high-net-worth clients in the US, Canada and the UK. During his 15+ year tenure at Fisher Investments, Idin served in multiple roles supporting the firm’s Private Client Group and Institutional Group.

Full biography here.

Donnie Ethier is the head of Cerulli Associates’ Wealth Management practice. The Wealth Management practice is dedicated to helping clients proactively adapt to retail financial advice and planning trends, including the high-net-worth markets. Donnie oversees the practice’s annual research agenda and is a core contributor to consulting engagements, syndicated research, and the The Cerulli Edge—U.S. Advisor Edition.

Since joining Cerulli in 2012, Donnie has led several practices and research initiatives including the Wealth Management, High-Net-Worth, and Annuity practices. Prior to joining Cerulli, Donnie held roles at Sun Life Financial and Sun Life Financial Distributors for eight years focusing on market and distribution strategy, product development, competitive intelligence, and professional development.

Full biography here.

Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.

Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

Full biography here.

Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.

Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.

Full biography here.

As an associate analyst on the Wealth Management team, Colin supports research across a range of topics, including retail financial advisor trends, asset management distribution strategies, and high-net-worth (HNW) investors. He collaborates with research analysts on the Wealth Management team to provide quantitative support, data analysis, and written commentary for Cerulli annual reports.

Full biography here.

David is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.

Prior to joining Cerulli, David was a senior member of the financial planning group at Fiduciary Trust Company, where he advised clients on strategic retirement income planning, trust & estate planning, and other financial topics. Prior to that, David worked at Commonwealth Financial Group, where he held senior positions in the financial planning and executive benefits planning groups.

Full biography here.

Andrew is an associate analyst on the Wealth Management team, providing quantitative analysis for the U.S. Advisor Metrics and U.S. RIA Marketplace annual reports. He primarily supports Cerulli's financial advisor research and data collection processes. He also contributes to The Cerulli Edge series, as well as various consulting engagements related to the financial advisor marketplace.

Full biography here.

Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.

Full biography here.

Michael is an analyst in the Wealth Management practice at Cerulli, specifically working in Managed Accounts. He is a contributor to the U.S. Managed Accounts annual report and The Cerulli Edge series, providing quantitative and qualitative analyses. He also supports various consulting projects within the Wealth Management practice.

Prior to joining Cerulli Associates, Michael started his career as a financial analyst at Granite Telecommunications where he created quote proposals and developed special pricing analyses in response to customer needs.

Full biography here.

John specializes in investor trends and behaviors across different provider and advisory relationships. He contributes to The Cerulli Edge—U.S. Retail Investor Edition series and two annual reports, as well as providing quantitative and qualitative analyses for multiple practices and consulting engagements.

Prior to joining Cerulli Associates, John was an assistant at Harvard Kennedy School of Government, researching philanthropic habits among ultra-high-net-worth Chinese and American benefactors.

Full biography here.

Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.

Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.

Full biography here.

Gloria supports the firm’s institutional research efforts, assisting with data processing, analysis, and survey administration. She contributes to the production of multiple reports, as well as The Cerulli Edge—Institutional Edition. She supports the firm’s consulting efforts, advising clients on strategic initiatives and equipping them with tools needed to navigate the institutional asset management space. Gloria is currently a candidate for the CFA® Certificate in ESG Investing .

Gloria graduated from Salem State University with a degree in finance, where she worked on various strategic management team research reports focusing on conducting strategic group analysis and industry driving forces analysis.

Full biography here.

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

As an analyst on the Institutional team, Dhiego coordinates, executes, and benchmarks surveys covering a variety of topics, including environmental, social, and governance, health and hospital systems, and insurance general accounts. He also assists the team in building exhibits and providing commentary.

Prior to joining Cerulli, Dhiego was a Cost Estimator at UG2, where he worked closely with the business development team to calculate the most competitive and efficient costs in response to RFPs and developed winning strategies alongside senior management to gain new business and grow existing partnerships.

Full biography here.

As director of the Wealth Management practice, Michael is responsible for researching trends within the wealth management industry that impact broker/dealers. In this capacity, he regularly engages with key constituents that comprise the wealth management ecosystem, including investors, financial advisors, financial institutions, and technology providers, in order to measure key market characteristics and to advise financial institutions. Michael also collaborates with his Cerulli colleagues in support of the firm’s broader research into the wealth management industry.

Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Full biography here.

As a survey analyst, Noah works with all U.S. research practices to support their core survey needs. He assists in survey creation, data collection, and analysis for the Boston office. Noah is a member of the Wealth Management team and is also responsible for carrying out survey processes related to strategic consulting and custom research projects.

Prior to joining Cerulli, Noah was a research assistant at East Carolina University. His research focused on elementary teacher education and rural learning in North Carolina.

Full biography here.

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 on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

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 quantitative analysis to support strategic consulting engagements.

Prior to joining Cerulli Associates, Marina was at Baystate Financial. In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.

Full biography here.

With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.

Full biography here.

Christopher is a senior analyst on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.

As an associate analyst on the Retirement team, David supports research on defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to the annual reports.

Prior to joining Cerulli, David interned at Reach3 Insights, where he conducted market research for companies in the technology sector and completed a diligence project on the streaming service industry.

Full biography here.

James (Jack) is the lead author of Cerulli’s The Cerulli Report—North American Institutional Markets report and sets the agenda for Cerulli’s periodical The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.

Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.

Full biography here.

Agnes is a member of Cerulli's Institutional team. As an associate analyst, she assists with data processing, analysis, and survey administration. She contributes to the production of the Institutional Sales and Marketing report as well as The Cerulli Edge—Institutional Edition.

Prior to joining Cerulli, Agnes interned at Loomis Sayles & Company and completed a fellowship with the Dartmouth College Investment Office. During the pandemic, she contributed to COVID-19 research and data production for the Dartmouth Institute for Health Policy and the International Organization for Migration.

Full biography here.

Matt is a member of Cerulli’s Wealth Management practice, specializing in research across the high-net-worth and ultra-high-net-worth investor markets, including private banks, trust companies, RIAs, and multi-family offices. As an analyst, Matt provides support to the firm’s high-net-worth research team, assisting in the production of two annual reports and a variety of strategic consulting projects.

Prior to joining Cerulli, Matt worked as a financial analyst within Goldman Sachs’ multi-family office, based in Saratoga Springs. He graduated from the University at Albany with a degree in Economics.

Full biography here.

André Schnurrenberger is the managing director of EMEA for Cerulli Associates and leads all research, consulting, and business activities in the region. Since joining Cerulli Associates, André has focused on wider distribution and product trends across European asset managers and has worked with some of the largest global investment firms, reviewing their product shelves, enhancing their business models, and helping them define strategies for future growth.

Prior to joining Cerulli, André spent 7 years at Columbia Threadneedle Investments, most recently as head of Business Management and Market Intelligence & Research for EMEA Distribution, and before that as Head of Performance. He held previous roles at UBS Wealth Management in Zurich and London, including Head of Investment Analytics and Performance.

Full biography here.

Wouter is a Senior Analyst on the European Institutional Asset Management team, providing quantitative and qualitative research for Cerulli’s European research products.

Prior to joining Cerulli, Wouter worked at Euronext, where he served as a Product Manager covering investment funds. He also previously worked as a Product Specialist at Candriam and Vanguard Asset Management.

Full biography here.

Justina joined Cerulli Associates in February 2014 and heads the European Institutional Asset Management research practice. In her role, she is responsible for all research activities relating to institutional investors, the firm’s analysis of alternative investments, the environmental, social, governance (ESG) section, and all data-science-based activities. She also contributes to multiple strategic consulting engagements and The Cerulli Edge series.

Justina is the lead author of several Cerulli reports, covering insurance, retirement, ESG, and alternative investments. Throughout her career, she has successfully developed partnerships with industry associations and has presented at several conferences and events across the Europe.

Prior to joining Cerulli, Justina was a Financial Manager and Global Analyst at Global Food Consulting; she previously has provided professional advice on banking products, including unit-linked insurance and third-pillar pension products at SEB Bank Group.

Full biography here.

As part of the London team, Aliz is responsible for supporting the research function through survey design and analysis for both institutional and retail practices and for carrying out daily interaction with research partners.

Before joining Cerulli, Aliz worked as a data analyst for Leading Point, where her primary focus was on ESG research and data interpretation. She graduated from the University of Warwick with a joint degree in Business Management and Finance and was an Executive of the Women in Consulting society.

Full biography here.

Ross is a Research Analyst on the European Institutional Asset Management research team providing quantitative and qualitative research for Cerulli’s European research products.

Prior to joining Cerulli, Ross worked at Platforum, where he served as an Analyst covering multiple sectors of the U.K retail and platform investment markets. He also previously worked as an Research Analyst at Informa Financial Intelligence in their digital banking research practices.

Full biography here.

Based in the London office, Georgia provides quantitative data and analysis for Cerulli’s European retail research products.

Thomas is part of the Retail and Wholesale Asset Management team, that focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.

Prior to joining Cerulli, Thomas worked at GAM as a Market Intelligence Analyst and as a Research Analyst at Citywire.

Full biography here.

Based in London, Víctor works across the retail and institutional asset management teams. He provides quantitative and qualitative analysis for Cerulli’s European research products.

Prior to joining Cerulli, Víctor worked at Platforum, where he was responsible for European and ESG research. In his previous role as Global Head of Research at Fundamental Media, he conducted research among end investors, financial intermediaries, and institutional investors across Europe, Asia-Pacific, and the United States.

Full biography here.

Based in London, Annalise is part of the retail asset management team. She provides quantitative and qualitative analysis for Cerulli’s European research products.

Carlos joined Cerulli in the London office. He acts on a supportive capacity to the research team by designing surveys and analysing data, both for the institutional and retail practices.

Prior to joining Cerulli he worked at AlphaSights, an expert network firm where he serviced Consulting accounts. Carlos attended the University of Exeter where he pursued a bachelor in Business with an ethos of sustainability.

Full biography here.

Fabrizio leads the European Retail/Wholesale Asset Management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.

Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street in London and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. Previously, he carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms, spending almost five years performing economic and industry analyses in several countries in Latin America, Africa, and the Middle East.

Full biography here.

Ken Yap is managing director of Cerulli’s Asia Pacific office. He oversees Cerulli’s business development strategy and research initiatives in the region. For more than 20 years, Ken has worked with asset managers, distributors, and financial institutions, identifying expansion opportunities with his deep knowledge of the market. He specializes in product development and market entry strategies into Asia’s established and emerging markets.

Prior to leading the Singapore office, Ken covered local and global asset management and distribution trends in Cerulli’s London and Boston offices. Before joining Cerulli, Ken was a consultant at Analysys’ Cambridge office in the U.K.

Full biography here.

Soo is responsible for institutional and retail research in the Asian asset management industry. She is the lead analyst for the Institutional and Insurance research practice in Asia and contributes to Asian Retail reports, Asian Retirement Markets, Responsible Investing in Asia, Cerulli Edge publications, and consulting projects.

She has a background in institutional sales, product management, investment research, securities trading, and investment advisory. Prior to joining Cerulli, she worked at BNY Mellon Asset Management (HK), Fidelity International (HK), Eastspring Investments (SG), and Phillip Securities (SG).

Full biography here.

Based in Cerulli's Singapore office, Leena is responsible for retail research in the Asian asset management industry. She is the lead analyst for the Environmental, Social, and Governance (ESG) research practice in Asia and contributes to Asian institutional reports, Cerulli Edge publications, and consulting projects.  

Prior to joining Cerulli, she was a deputy editor for an online financial publishing firm, covering the asset and wealth management industry in Asia. Previously, she worked with a real-time financial news and market data firm and an asset management company. 

Full biography here.

Qi Jian brings valuable market research and analysis experience to Cerulli, having interned as a Finance Analyst at Accuracy and as a Strategic Marketing Intern at Johnson & Johnson before joining the team.

Full biography here.

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 Cerulli’s Japan-focused reports, and assists with customized research and consulting projects.

Full biography here.

Justin joins Cerulli from Nikko Asset Management, where he worked with the Intermediary Business Development team supporting funds sales and distribution. Prior to that, he was a financial consultant with AIA for four years.

Full biography here.

Shaun joins Cerulli from UBS AG Singapore, where he worked with the Private Markets offering management team supporting onboarding of private equity funds, fundraising, and after-sales.

Full biography here.

Joanne brings over 10 years of experience in the financial services industry, which includes broad exposure to private wealth management, fund management, and trading. Joanne worked at Morgan Stanley, Custom House Global Fund Services, and Toronto Dominion Bank, etc., previously.

Full biography here.

Han Xian has five years of experience in financial services. Prior to joining Cerulli, Han Xian was with MoneyOwl Pte Ltd, providing comprehensive financial planning services.

Full biography here.

Yanjun has more than six years of experience in the financial services industry, including asset management and wealth management. Before joining Cerulli, she worked at Huatai-Pine Bridge Fund and Industrial and Commercial Bank of China in Shanghai, with a focus on marketing and sales. She is fluent in English and Mandarin.

Full biography here.

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 responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.

Full biography here.

Maeve is responsible for relationship management, sales, and business development in the U.S., and is focused on partnering with clients to determine how to best match their business objectives with Cerulli resources.

Full biography here.

Jeremy specializes in sales and account management. He serves as the primary or secondary relationship manager for nearly half of Cerulli’s clients. As part of his sales and relationship management duties, he ensures clients have a complete understanding of the breadth and depth of Cerulli’s research and consulting capabilities. In addition to his three years on the Account Management team, Jeremy spent one year as an Associate Analyst in the Wealth Management practice.

Prior to joining Cerulli Associates, Jeremy got his start in financial services on the service desk at Pioneer Investments. He honed his client service skills at Building Engines, Inc, a SaaS provider for Commercial Real Estate.

Full biography here.

As a senior account manager, Mason’s responsibilities include relationship management, sales, and business development for Cerulli’s U.S. clients.

Mason has several years of industry experience, having worked at Eaton Vance and Columbia Threadneedle before joining Cerulli Associates. While at Columbia Threadneedle Investments, Mason was a Regional Sales Director covering the RIA channel.

Full biography here.

Ryan serves as an account manager at Cerulli. In his role, Ryan is responsible for sales and client service for Cerulli’s European clients. This includes helping clients understand the complete scope of Cerulli’s research and consulting services to provide data relevant to clients’ needs.

Prior to joining Cerulli, Ryan worked at Brown Brothers Harriman and Moors & Cabot.

Full biography here.

Manni Huang is responsible for Cerulli Associates’ Asia Pacific sales. A seasoned account manager, Manni has more than eight years of sales experience focusing on building and strengthening relationships with mid-level to senior executives across financial institutions, particularly global and regional asset management firms. She believes in partnering with clients to provide them with the right intelligence and solutions that align with their business strategies.

Prior to joining Cerulli, Manni worked as a researcher in the field of artificial intelligence and marketing, assessing the relation between game players’ motivation and behaviour.

Full biography here.

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 Director, and Group Account Manager. Previously, Drew spent three years at Evergreen Investments in customer service and institutional sales positions.

Full biography here.

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 and the research practices to maximize opportunities to capture and retain clients.

Prior to joining Cerulli, Karleen was director of marketing at Vestmark. Previous to her time at Vestmark, she worked in marketing management positions at several other financial technology firms such as SS&C, DST, and StatPro. In her free time, Karleen enjoys spending time with her children, running, and teaching spin classes.

Full biography here.

As art director, Rich is responsible for further progressing the Cerulli Associates brand identity and establishing a cohesive look and feel across all touchpoints. Rich most recently held positions at CoxReps and Liberty Mutual, where he led the redesign and production of Liberty’s recruiting/hiring initiatives and created the company-wide illustration design system.

Full biography here.

As a member of the marketing team, Caroline helps to hone Cerulli Associates' visual brand and create a cohesive identity across all document types.

Full biography here.

As a marketing associate, Devon is responsible for press briefings, liaising closely with reporters and Cerulli analysts to fulfill data and research requests. In addition, she leads Cerulli’s marketing operations, which includes ensuring research is efficiently distributed to all clients, administering all virtual events, and pioneering Cerulli’s social media efforts.

Full biography here.

As a senior marketing associate, Emily is responsible for the development and distribution of Cerulli’s marketing campaigns. She works closely with the analyst team to produce new marketing materials that highlight Cerulli’s research, including press releases, email campaigns, and client communications.

Full biography here.

Judy heads the U.S. Editorial team, playing a key role in editing U.S. content, monitoring workflow, and maintaining quality control. Judy began her tenure at Cerulli Associates as the Editor of The Cerulli Edge—U.S. Edition.

Prior to joining Cerulli Associates, Judy was Vice President and Director of Securities Research at the Securities Industry Association (now SIFMA) in New York. Formerly, Judy worked at Deloitte Consulting in New York.

Full biography here.

Jen is primarily responsible for the integrity of data and data presentation across all U.S. publications and presentations. She oversees the development and execution of Cerulli’s interactive data platform, including Interactive Report Dashboards (IRDs). She works closely with Cerulli’s data team, collaborating on dashboard visualization, data automation projects, and data strategy. Jen began her tenure at Cerulli Associates as an analyst focusing on managed accounts.

Prior to joining Cerulli, Jen worked as a Business Analyst at BTM Capital Corp. Her responsibilities included assisting in the operational aspects of system administration and providing ongoing quality assurance analysis on data related to multiple groups in the operations department. 

Full biography here.

Dave oversees the editorial production process for The Cerulli Report series and The Cerulli Edges and contributes articles to the U.S. and Global Edge publications. He also supports Cerulli’s marketing and design team, including writing and editing white papers, reviewing press releases, website copy, social media, videos, and promotional media.

Prior to joining Cerulli, Dave produced and edited content for a variety of websites, publishing companies, and media developers.

Full biography here.

Adam is responsible for editing all of Cerulli’s European reports, across both retail and institutional segments. He also edits the annual Cerulli Report—Global Markets and many other types of content produced by the London team, including slide decks, white papers, and marketing collateral.

Prior to joining Cerulli, Adam worked as an editor for the IT, telecoms, and media analyst firm Ovum, part of the global publisher Informa. He has previously worked for the legal publisher Chambers & Partners, the Chartered Insurance Institute, and the law firm Clyde & Co.

Full biography here.

Cheryl is a Senior Editor, managing the domestic editions of The Cerulli Edges and contributing articles to the monthly U.S. Asset and Wealth Management Edition. Prior to joining Cerulli, Cheryl enjoyed a 20+ career in newspaper journalism that included business editing roles with The Boston Globe, the Boston Herald, and Gannett. She has spent the last decade in a variety of editorial and marketing roles, including Editor-in-Chief for a medical publishing company, Senior Vice President of Content for a national magazine publisher, and marketing roles at State Street Corp. and Stop & Shop Cos.

Outside of work, Cheryl is an elected town official on the Board of Library Trustees, a trustee of her house of worship, a singer, and a Registered Yoga Teacher.

Full biography here.

John is responsible for editing The Cerulli Edge publications generated in the London office: The Cerulli Edge—Global Edition, Europe Edition, and European Monthly Product Trends Edition. In his role, he complies the diary of articles for the monthly and quarterly publications. He also commissions in-house analysts on the retail and institutional teams in the London office and freelancers to write the articles and create the exhibits.

Additionally, John writes the Global Edge special editorial for the London office and writes articles for other Cerulli Edges. For the past three years, he has written chapter one and the Key Questions Answered section of The Cerulli Report—Global Markets. John also initiated and led the research for Cerulli’s first country report on South Africa, which was published in 2020.

Prior to joining Cerulli five years ago, John was a business/finance journalist. He was worked for media operations based in the U.K., South Africa, and France.

Full biography here.

As a senior production manager at Cerulli, Eric is responsible for the layout, trafficking, production, and post-production of all Cerulli publications. He oversees the entire production process from start to finish in all three Cerulli offices and acts as the liaison from the editorial team to the marketing team, as well as to the internal design team. Eric works closely with the analysts to ensure their ideas come alive in each publication with infographics and enhanced exhibits. He also works along side the data team as a design consultant on all Interactive Report Dashboards (IRDs).

He is veteran of The United States Navy, serving aboard the USS Ronald Reagan in San Diego and Virginia Beach as an Aerographer’s Mate (Naval Aviation Weather Forecaster).

Full biography here.

Based in Singapore, Mei-Hwen edits Cerulli's range of Asia Pacific research reports and works closely with analysts, the production team, and freelancers. She also writes for The Cerulli Edge monthly and quarterly publications, drafts press releases, and reviews external presentations to ensure they are client-focused and reflect the Cerulli brand.

Prior to joining Cerulli, she edited and wrote for an insurance trade publication, covering Asia and the Middle East, for over 10 years.

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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, and benefits administration. Alexandra is also responsible for managing the outsourced Managed Services Function, as well as managing the Finance Function.

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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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Elizabeth has eight years of experience in human resources (HR) and specializes in employment relations, benefits management, payroll, and finance administration. She joined Cerulli Associates in November 2017 from fashion search platform start- up, Lyst, where she focused on employee relations, employee engagement, developing recognition programs, and learning and development.

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As the senior HR coordinator, Caroline assists with all Human Resources functions such as recruiting, onboarding, employee relations, event planning, and benefits administration. Caroline is also responsible for managing the Cerulli Associates Intranet page and office administration.

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Michelle is responsible for all aspects of the Finance function, including receivables, payables, payroll, 401(k) administration, budgets, and financial reporting.

Prior to joining Cerulli, Michelle served as a Senior Project Accountant for a Boston area development/property management firm for twenty years as the sole member of the Accounting department, where she focused on all accounting functions through financial statements, job costing, and system and procedural improvements. She has also held accounting management positions in various industries such as software, public utilities, and insurance.

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George has been with Cerulli Associates since summer 2020 and provides a vital role in the overall health and well-being of everyone in the company.

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