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.

Education

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

• 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

• Quoted frequently in industry-leading publications as a subject matter expert on wealth management trends (Barron's, FundFire, Ignites, ThinkAdvisor, AdvisorHub)
• Regular presenter to asset managers and broker/dealers
• Guest on Morningstar's "The Long View" podcast: What Advisors Need to Succeed in a Competitive Market

• Regular contributor to The Cerulli Edge
• Consulting work for various asset managers and broker/dealers
  
• Author of The Cerulli Report—U.S. Intermediary Distribution 2024
• Author of The Cerulli Report—U.S. Advisor Metrics 2024