Asher is a member of Cerulli’s Wealth Management practice, specializing in trends that impact high-end advisory firms and high-net-worth investors. In his role, Asher is responsible for leading various strategic consulting engagements within the wealth management practice, focusing on multi-family offices, RIAs, private banks, and trust companies.

Prior to joining Cerulli, Asher worked as an Investment Analyst at a Boston-based multi-family office, where he conducted fund due diligence and portfolio analysis for high-net-worth investors.

Education

• University of Maryland, Robert H. Smith School of Business
  Bachelor of Science in Finance and concentration in Private Banking and Wealth Management

• Competitive analysis of the wealth management market, including pricing, product, and service offerings ​ ​​​
  
• Business strategy evaluation for high-end advisory firms, including multi-family offices, RIAs, private banks,​​​ and trust companies
• Analysis of high-net-worth investor product use, services, fees, and portfolio construction​​​
• Evaluation of distribution structure and product development strategy for asset managers

• Competitive analysis and market positioning for a global custodian provider
• Strategic partnership with asset manager focused on advisor practice management
• Due diligence for private equity firm evaluating RIA acquisition opportunity
• Wealth management service and product development for retirement provider
• Platform evaluation, pricing analysis, and product design for a global private bank