Andrew Rose
Associate Analyst, Wealth Management
About Andrew
Andrew is an Associate Analyst on the Wealth Management team at Cerulli, specifically in Wealth Management Technology. As an Associate Analyst, Andrew contributes to the State of U.S. Wealth Management Technology report and supports strategic research and consulting engagements in the WealthTech sector.
Prior to joining Cerulli, Andrew interned at Equitable Advisors and Cabot Risk Strategies. He graduated from Boston College with a 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.