Andrew is an Associate Director in the Wealth Management practice. He specializes in asset manager distribution strategies for products sold through financial advisors and is the author of The Cerulli Report—U.S. Intermediary Distribution. Before joining Cerulli Associates, he gained distribution experience at several firms, including Manulife John Hancock Investments. He also authored The Cerulli Report—U.S. Advisor Metrics, which explores trends in advisor practices, such as the use of investment products, client relationships, fees charged, and service offerings.

In his role, Andrew is also responsible for various strategic consulting engagements, focusing on key areas such as growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.

Andrew graduated from Ohio University's College of Business with a B.B.A. in Marketing and a minor in Management & Strategic Leadership.

• Competitive analysis of the wealth management market, including pricing, product, and service offerings
• Evaluation of distribution strategies for asset managers
• Practice attributes of financial advisors
• Advisor portfolio construction trends
• Staffing and compensation for wholesalers and product specialists
• Financial advisors' most valued resources from asset managers

• Author ofThe Cerulli Report—U.S. Intermediary Distribution 2024
• Author of The Cerulli Report—U.S. Advisor Metrics 2024
• Distribution, marketing, and product strategy for a leading global alternative investment manager
• Establishing thought leadership through a partnership with a fintech company that provides solutions for advisor practices
• Practice management strategy for financial advisors via a B/D partnership
• Cited in top industry publications as a subject matter expert on wealth management trends (Barron's, FundFire, Ignites, ThinkAdvisor, AdvisorHub, The Daily Upside, RIABiz)
• Speaker at industry conferences including Schwab Impact
• Guest on Morningstar's "The Long View" podcast: What Advisors Need to Succeed in a Competitive Market