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.

As a senior analyst, 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.

Stephen is an 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 high-net-worth trends across advisory channels. In his role, Asher is responsible for leading the research and development of two annual reports, focusing on trends that impact high-end advisory practices and high-net-worth investors. Asher also leads and supports various strategic consulting engagements, focusing on private banks and multi-family offices.

Prior to joining Cerulli Associates, 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.

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.

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 U.S. Advisor Edge.

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.

Anna specializes in U.S. retirement market trends with a focus on defined contribution (DC) plans and individual retirement accounts (IRAs), including coverage of 401(k) plan sponsors and plan participants. She is a member of the Retirement practice, where she leads development of Cerulli’s Retirement Lodestar, a web-based interactive business development platform; and quantitative models to forecast market growth. She also contributes to The Cerulli Edge series and provides qualitative and quantitative analysis to support strategic consulting engagements.

Prior to joining Cerulli Associates, Anna was at Wellesley Investment Advisors. In her role, she complied and organized client reports and marketing materials for financial advisors.

Full biography here.

As an analyst on the Cerulli Product Development team, Dennis discovers trends related to asset managers’ product development and management functions. He also contributes to a number of Cerulli’s annual reports and Edge editions.

Prior to joining Cerulli, Dennis worked as an Associate at Baystate Financial, where he was responsible for internal annuity sales support.

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.

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.

Ed is an associate director in Cerulli’s Wealth Management practice and leads research for the U.S. Intermediary Distribution report. His research focuses on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. 

Prior to joining Cerulli Associates, Ed worked as an internal wholesaler at Wells Fargo Asset Management. There, he spent nearly a decade working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels.

Full biography here.

John specializes in investor trends and behaviors across different provider and advisory relationships. He contributes to The Cerulli Edge—Retail Investor 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.

Lyle specializes in data visualization, dashboards, and big data initiatives. As a member of the Data Analytics team, Lyle’s primary responsibilities include building Cerulli Lodestar and Interactive Report dashboards (IRD) and other data visualization products, expanding Cerulli’s internal and client-facing data capabilities using web scraping and big data transformation, maintaining critical data infrastructure and workflows, and contributing his programming and technical expertise on a variety of internal projects and initiatives.

Lyle began his career at Cerulli Associates as a survey analyst, administering Cerulli’s proprietary surveys and managing survey-related data while contributing as a subject-matter analyst across several different practice areas.

Full biography here.

As a senior data analyst, Andrew is responsible for delivering data visualization for Lodestar, Cerulli’s interactive marketing intelligence platform. He works with data software tools to gather, prepare, and store datasets, and to improve data processing efficiency. Collaborating with analysts, he designs and builds dashboards to communicate market information.

Before joining Cerulli, Andrew spent four and a half years working in architectural planning for the State of Massachusetts. He gained valuable experience in project management, architectural design, and developing and teaching an architectural drawing and building systems curriculum.

At Suffolk University, Andrew took part in a travel seminar to Germany, where he created and presented case study solutions for executives at BMW, Cisco, Bayer, and CrowdWorx.

Full biography here.

Bob drives the research and consulting efforts within Cerulli’s Institutional Asset Management practice, with a focus on insurance general accounts as well as corporate defined benefit (DB) plan research.

Prior to joining Cerulli Associates, Bob worked at Acadian Asset Management, where he led the firm’s Investment Writing group. In this role, he oversaw the firm’s Client Communications and RFP teams and was also responsible for helping disseminate the firm’s thought leadership. Bob started his career at Thomson Reuters, where he worked as a fixed-income market analyst and managed the firm’s municipal bond products.

Full biography here.

As a senior analyst, Shawn is responsible for covering the retirement markets space, focusing specifically on defined contribution (DC) plans, the IRA market, and asset managers’ DCIO strategies. He contributes to The Cerulli Report and The Cerulli Edge series.

Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies alongside professors focusing on investment management for individual and institutional investors, and innovations in financial technology. 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.

Tom has over 20 years of experience in the financial services industry. Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s Global Asset Allocation Division, where he played a leadership role in the ongoing development of Fidelity Personalized Portfolios, Fidelity’s Unified Managed Account (UMA) for retail customers. He also led the investment managers in creating the Breckenridge Municipal Portfolio, Fidelity’s first separate account for consumers managed by a third party. Before working on the retail side of Fidelity, Tom built and led the team that developed Fidelity’s Separate Account Network for registered investment advisors (RIAs), and his group partnered with a third party wrap sponsor to create Managed Account Resources, a UMA platform for RIAs.

Tom began his career in high tech, working in sales, business development, and product management at a number of software firms, including Lotus Development Corporation.

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As an analyst on the Managed Accounts team, Bryan oversees the asset manager database. He also provides survey support for the Product Development and Institutional teams at Cerulli.

Prior to joining Cerulli Associates, Bryan worked as a Data Analyst at Definitive Healthcare, where he completed a diligence project on the company database consisting of over 20,000 firms.

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 associate 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.

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.

Jacqueline is a member of the Managed Accounts practice, where she leads in collecting and analyzing Managed Accounts sponsor data for the annual Cerulli Report—U.S. Managed Accounts and the quarterly Cerulli Edge—Managed Accounts Edition. She also contributes to maintaining Cerulli’s proprietary survey process for all teams across the company.

Full biography here.

Christopher is a research 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.

James (Jack) is the lead author of Cerulli’s North American Institutional Markets report and sets the agenda for Cerulli’s periodical Institutional Edge publication. 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.

Daniel joined Cerulli Associates in 2019 and is a member of both the Retirement and Institutional practices. He leads and supports consulting engagements with asset managers in the areas of strategy, operations, and marketing. He also contributes to several annual reports and The Cerulli Edge series.

Before joining Cerulli Associates, Daniel was an Investment Manager at MedStar Health from 2017 to 2019. In this role, he managed asset allocation, manager selection, and portfolio analytics for three investment pools totaling $2.7 billion. From 2014 to 2017, he was an Investment Analyst on the Global Equity team at Strategic Investment Group, an outsourced chief investment officer.

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.

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 newly created 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.

Andrius specializes in European institutional distribution, with a focus on pensions. In an addition, he covers alternative investments including liquid alternatives, hedge funds, and private investments. His insights are often covered in several Cerulli publications—European reports and The Cerulli Edge series—and enrich strategic consulting engagements.

Full biography here.

Jakub is an associate analyst on the Institutional Asset Management team. He provides quantitative and qualitative analysis for Cerulli’s European research products.

Previously, Jakub worked as a Research Analyst in the Data Quality & Analysis team at Citywire, a financial news publisher.

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.

Vid is a member of the Retail and Wholesale Asset Management team, specializing in investment products and strategies. He provides quantitative analysis and authorship for Cerulli’s European research products. He also contributes as a writer and analyst for The Cerulli Edge series.

Prior to joining Cerulli, Vid worked at the Financial Conduct Authority, where he served as a Sector Analyst covering multiple sectors of the U.K retail and wholesale investment markets. He also previously worked as an Equity Research Analyst at Investec in their asset management and wealth management practices.

Full biography here.

As a member of the Retail Asset Management team in London, Amy is responsible for driving quantitative and qualitative research and insights for Cerulli’s annual reports and The Cerulli Edge series. She uses her extensive knowledge in retail asset management to extend the breadth of data Cerulli covers.

She began her career in financial services at BlackRock in London, where she worked as a Financial Research Analyst to support their fund managers, sales teams, and corporate strategy group with investment research, market intelligence, and data analytics.

Full biography here.

Based in the London office, Tina is a member of Cerulli’s European research team, focusing on asset and wealth management. Tina is responsible for collecting, compiling, and analyzing large amount of qualitative and quantitative datasets and providing market intelligence for the practice’s reports.

Tina began her career as an investment analyst at Hywin Wealth in London, where she was responsible for supporting investment managers with fund research, preparing investment presentations, and proposals.

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 19 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.

Rick joins Cerulli from Aviva, where he was involved in wealth management advisory for high-net-worth clients. Prior to that, he did a work attachment program with EY as a junior consultant in the financial services risk advisory department.

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.

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.

As a senior analyst out of the Singapore office, Della leads the Asian retirement research and contributes both quantitative and qualitative analysis to various Cerulli reports and Edge editions. Della also specializes in building the retail and institutional analysis for the Taiwanese, Korean, and Australasia markets.

Prior to joining Cerulli, she was a research analyst in a market intelligence firm, where she was responsible for building the Australian market data with a focus on alternative assets.

Full biography here.

Jaslyn leads the research for two of Cerulli’s annual reports: The Cerulli Report—Asset Management in Southeast Asia and The Cerulli Report—Institutional Asset Management in Asia. She also contributes to The Cerulli Edge—Asian Monthly Product Trends and generates quantitative analysis to support strategic consulting engagements. Specifically, Jaslyn covers the asset management markets of Hong Kong, Malaysia, Singapore, and Thailand.

Prior to Cerulli, Jaslyn was with the Asia Pacific asset management research team at PwC. Prior to that, she worked briefly with Prudential as a financial consultant during her penultimate years of university.

Full biography here.

Shannen is one of the main analysts at Cerulli Associates covering SEA markets. She is a member of the Institutional practice and provides qualitative analysis support for all Asian reports. She also contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Shannen worked for trade publications, covering the asset management industry in Asia for four years.

Full biography here.

Based in Singapore, Kangting leads Cerulli’s China research practice, and has provided primary quantitative analysis for various Asian publications and projects.

Prior to joining Cerulli Associates, Kangting held internships with Unilever and China Construction Bank.

Full biography here.

Kean Yung specializes in retail asset management and environmental, social, and governance (ESG) investing in Cerulli’s Asia-Pacific research practice. He is a lead analyst for the China market, providing quantitative support for the annual report as well as The Cerulli Edge—China Edition. He also provides support to other Asian reports and The Cerulli Edge edition covering the Asia-Pacific region.

Prior to joining Cerulli Associates, Kean Yung was a Business Risk Specialist at UBS Wealth Management. His role was to ensure that front- line staff in Hong Kong and Singapore complied with regulators and internal requirements regarding investment suitability criteria when dealing with high-net-worth (HNW) clients.

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.

As an associate director, 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 asset management firms like J.P. Morgan and Nuveen Investments. Most recently, Greg has worked as a Wealth Advisor providing financial planning and advice to families approaching retirement.

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 specialist at Cerulli. In his role, Ryan is responsible for sales and client service for Cerulli’s U.S.- based 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.

Based in the London office, Mark leads sales and account management for Cerulli Associates’ European clients. He is part of the global account management team, and has held previous positions in client service, sales and account management.

Prior to joining Cerulli Associates, Mark was part of the Sales & Analytics London buy-side team in Bloomberg London.

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 a member of the marketing team, Jenn leads the coordination of Cerulli’s report launches and virtual events and oversees the marketing calendar. Jenn works cross-functionally across the marketing and technology teams to streamline key internal processes and achieve operational efficiencies between marketing and sales. Additionally, Jenn leverages her technical skills to administrate Cerulli’s contact database, CRM system, and automated marketing platform.

Jenn’s previous responsibilities at Cerulli include copywriting for marketing materials, authoring press releases, and providing media support.

Full biography here.

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. 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.

Talia supports the marketing team in producing marketing materials and executing business development initiatives. She is a key contributor in creating effective social media campaigns and digital marketing materials. Additionally, she assists analysts in the creation of client presentations and consulting deliverables. Talia has also implemented environmentally friendly designs and created recycled print materials while at Cerulli.

Prior to her role, Talia worked at The Harvard Club of Boston as an in-house Graphic Designer.

Full biography here.

Emily is on the marketing team and is responsible for social media, press relations, and reporting. She also works closely with the editorial and analyst teams to develop new materials that highlight report key findings.

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 data management team, which focuses on data visualization and development of Cerulli’s Lodestar platform and Interactive Report Dashboards (IRDs). 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.

Carol’s responsibilities include overseeing most domestic issues of The Cerulli Edge series, a collection of quarterly and monthly online publications targeted for strategy executives in financial services. She is responsible for authoring text, editing submissions by Cerulli analysts and outside contributors, and working with the design team to ensure layout brings each story to life. The position requires keeping current on developments in the asset management and wealth management industry to make sure The Cerulli Edge series informs strategy executives’ decision-making.

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.

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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Colleen's primary responsibilities include assisting in all HR efforts: recruiting, performance management, administration of ADP and Benefits, coordination of new hire orientations, and onboarding processes. She also assists the Finance function in handling accounts payable and receivable.

Colleen operates and manages the firm’s philanthropic group, Cerulli Cares, and organizes all company events. She also leads all ESG/CSR efforts for the company, as well as the diversity and inclusion group, D.I.G. Deeper.

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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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