Adam is a Senior Analyst in the Retirement practice, specializing in research and consulting related to the defined contribution (DC) industry, including defined contribution investment-only (DCIO) asset managers, target-date managers, DC investment consultants, recordkeepers, plan sponsors, and collective investment trusts (CITs).

Adam is part of a dynamic team that develops insights and data related to the U.S. retirement industry. Adam has led the quarterly U.S. Retirement Edge series and contributes to the Retirement team's annual reports. Before joining Cerulli, Adam was a business analyst at Fidelity Investments, responsible for quality control and process improvement in the beneficiary qualification division.

Throughout his tenure at Fidelity, Adam served in multiple roles, including participant services with large client 401(k)s and pensions, as well as product training in the defined benefit (DB) space.

Education

• Cardiff University
  Master of Arts in Welsh and Celtic Studies

• Bridgewater State University
  Bachelor of Arts in History

• Analysis of the retirement market, including trends related to recordkeepers, plan sponsors, consultants, and asset managers
• The evolution of investment vehicles on plan menus, such as the growing presence of CITs
• Coverage of the emergence of private market assets on DC plan menus
• Analysis of recordkeeping trends, including consolidation and the partnership between legacy recordkeepers and new tech-forward firms

• Project managing the annual U.S. Defined Contribution Distribution report
• Helping to revamp the quarterly Edge series under the direction of senior leadership
• Running surveys for DCIO asset managers, target-date managers, DC consultants, and CITs
• Managing the relationship for an ongoing consulting engagement