Andrew Blake

Associate Director, Wealth Management

Team Page Andrew Blake

About Andrew

Andrew is a member of Cerulli’s Wealth Management practice, leading coverage of asset manager distribution strategy for products sold through financial advisors. With a focus on the wealth management landscape, Andrew assesses trends related to advisor use of investment products as well as their relationships with clients and varying practice types.

Prior to joining Cerulli Associates, Andrew worked at John Hancock Investment Management and a Boston-area RIA. He has spent over a decade working with financial advisors and researching distribution best practices.


  • Ohio University, B.B.A.
    Marketing; Management & Strategic Leadership

Honors and Awards

  • Quoted frequently in industry-leading publications as a subject matter expert on wealth management trends (FundFire, Ignites, ThinkAdvisor, AdvisorHub)
  • Regular presenter to asset managers and broker/dealers

Areas of Expertise

  • Market sizing and practice attributes of financial advisors
  • Trends impacting retail asset management
  • Financial advisor portfolio construction behavior and product use
  • Asset manager intermediary distribution resource allocation
  • Staffing and compensation for wholesalers
  • Financial advisors' value-add preferences
  • Key accounts' engagement with professional buyers

Recent Project Work

Learn More about the U.S. Wealth Management Practice

Our Wealth Management practice is split into four distinct areas of coverage—offering top-down and bottom-up insights into the multi-faceted corners of the industry.

Learn more

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