Senior Analyst, Wealth Management
Kevin is a Senior Analyst within Cerulli’s Wealth Management practice, focusing on trends in distribution strategies, advisor product use, and portfolio construction.
Prior to joining Cerulli Associates, Kevin worked at Columbia Threadneedle Investments as a Consultant on the Strategic Beta ETF team. In his career, he has over 15 years of experience working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels at Columbia Threadneedle Investments, Russell Investments, and Putnam Investments.
- Colby College
Bachelor of Arts in Government
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.