Chayce is an Associate Director in the Wealth Management practice and is the lead author of the annual High-Net-Worth and Ultra-High-Net-Worth Markets report. He also helps lead the annual Private Banks and Bank Trust Companies report as well as the quarterly Cerulli Advisor Edge. Chayce specializes in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies, as well as the asset management providers that serve these investors and intermediaries.

Prior to joining Cerulli, Chayce worked in enterprise data governance, geopolitical research, and commercial banking at multiple global financial institutions.

Chayce graduated from Bentley University with a B.S. in Economics and Finance and a minor in Political Science.

• Competitive dynamics of wealth management businesses, including pricing, product, and service strategies for high-end advisory firms, including multi-family offices, RIAs, wirehouses, broker/dealers, private banks,​​​ and trust companies
• Best practices regarding advisor productivity and movement, including preferences for different compensation and affiliation models, product and technology use, and teaming and service strategies
• End-investor demographic trends and preferences for advisory models, technologies, investment products, services, and fees​​​
• Product innovation and distribution strategies for asset managers targeting HNW-focused intermediaries