Agnes is an Analyst in the Institutional practice, specializing in research and consulting related to institutional investors—including defined benefit plans, endowments, foundations, insurance companies, healthcare organizations—and third-party allocators, such as consultants and outsourced chief investment officers (OCIOs).

As an analyst, she supports data processing, analysis, and survey management. She contributes to the Institutional Distribution Dynamics, North American Institutional Markets, and Outsourced Chief Investment Officer reports, 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.

Education

• Dartmouth College B.A.