Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisors and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.

Chris brings 20+ years of DC market experience to Cerulli, having spent time at Fidelity and external research firms leading retirement and wealth-focused research programs. Before joining Cerulli, he led the U.S. market insights practice of a global financial services consulting firm, where he helped recordkeeping and insurance clients advance strategic decision-making and thought leadership. At Fidelity, he led the competitive and industry intelligence function for its Workplace Investing business and held several internal consulting and analysis roles prior to that.