David Kennedy, CFP
Senior Analyst, Retirement
David is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.
Prior to joining Cerulli, David was a senior member of the financial planning group at Fiduciary Trust Company, where he advised clients on strategic retirement income planning, trust & estate planning, and other financial topics. Prior to that, David worked at Commonwealth Financial Group, where he held senior positions in the financial planning and executive benefits planning groups.
- Boston University, Questrom School of Business
Bachelor of Science in Business Administration with concentrations in Finance and Operations Management
Learn More about the Retirement Practice
Cerull's U.S. Retirement practice captures evolving dynamics of the market across plan providers, plan sponsors, plan participants, and intermediaries.