Senior Analyst, Retirement
Adam 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, Adam was a business analyst at Fidelity Investments, where he was 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.
- Cardiff University
Master of Arts in Welsh and Celtic Studies
- Bridgewater State University
Bachelor of Arts in History
Learn More about the Retirement Practice
Cerull's U.S. Retirement practice captures evolving dynamics of the market across plan providers, plan sponsors, plan participants, and intermediaries.