Kevin is a Senior Analyst in the Product Development practice at Cerulli, focusing on trends related to asset managers' product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels. As a Senior Analyst, Kevin oversees Cerulli's Exchange-Traded Fund Markets Report and contributes to various reports, including the U.S. Alternative Investments, U.S. Product Development, and U.S. Asset Allocation Model Portfolios reports. He also plays a role in the quarterly Cerulli Edge: Product Development Edition and contributes to related consulting engagements.

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.

Education

• Colby College
  Bachelor of Arts in Government