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.

Education

• Cardiff University
  Master of Arts in Welsh and Celtic Studies

• Bridgewater State University
  Bachelor of Arts in History