Marina Shtyrkov

Senior Analyst, Intermediary

Team page marina

About Marina

Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research for two annual reports. She also contributes to The Cerulli Edge series and generates quantitative analysis to support strategic consulting engagements.

Prior to joining Cerulli Associates, Marina was at Baystate Financial. In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.

Education

  • Tufts University
    Bachelor of Arts in English, magna cum laude
    Minor in Mass Communications and Media Studies, Entrepreneurial Leadership Studies

Honors and Awards

  • Quoted frequently in industry-leading publications as a subject matter expert on wealth management trends (CNBC, Forbes, Bloomberg)
  • Money Management Institute’s Leadership Pathway program - Class of 2019

Areas of Expertise

Recent Project Work

  • Due diligence for private equity firms evaluating wealth management acquisition targets
  • Competitive analysis and market evaluation of RIA consolidators
  • Custom advisor segmentation determining effective distribution strategy for a global asset manager

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.

Learn More

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