Michele is a director in the Institutional practice, specializing in research and consulting related to institutional investors and third-party allocators, including defined benefit plans, endowments, foundations, insurance companies, healthcare organizations, investment consultants, and outsourced chief investment officers (OCIOs). As the co-head of Cerulli’s Institutional practice, Michele leads research for annual reports and strategic consulting engagements. During her tenure at Cerulli, Michele’s research has covered topics including investment consultants and OCIOS, responsible investing, alternative investments, and institutional distribution trends.

Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, holding roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

Education

• University of Massachusetts at Amherst
  Bachelor of Business Administration
• Boston College
  Master of Science in Finance

• Responsible investing
• The outsourced CIO industry
• Investment consultants
• Institutional distribution
• Alternative investments

• Conducted in-depth interviews with senior leaders at U.S. institutions to learn about their experience working with an outsourced chief investment officer (OCIO) provider and wrote a white paper highlighting the key findings
• Competitive fee analysis and evaluation of dedicated OCIO providers targeting small to mid-sized nonprofit institutions
• Product and distribution strategy for asset manager targeting OCIO providers and multi-family offices