Analyst, Wealth Management
Brad is an Associate Analyst in the Wealth Management practice and is responsible for researching trends within the wealth management industry that impact broker/dealers.
Prior to joining Cerulli Associates, Brad worked at Cartesian, where he provided consulting services to telecommunications, media, and technology companies.
- University of California, Berkeley
Areas of Expertise
Recent Project Work
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.