Andrew Rose

Analyst, Product Development

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About Andrew

Andrew is an analyst in Cerulli’s Product Development practice, focusing on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.

As an associate analyst, Andrew assists with Cerulli’s U.S. Alternative Investments, U.S. Exchange-Traded Fund Markets, U.S. Product Development, and U.S. Asset Allocation Model Portfolios reports. He also contributes to the quarterly Cerulli Edge—Product Development Edition and supports related consulting initiatives.

Prior to joining Cerulli, Andrew interned at Equitable Advisors and Cabot Risk Strategies.

Education

  • Boston College
    Bachelor of Arts in Economics and minors in Finance and German

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.

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