Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

Matt is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retirement, retail, and institutional channels.

Prior to joining Cerulli, Matt held roles in several business units at Fidelity Investments, including Workplace Investing, Personal Investing, and Fund Operations. Most recently, he worked as an Investment Data Analyst for Strategic Advisers, LLC.

Full biography here.

Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisors and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.

Full biography here.

Adam 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, Adam was a business analyst at Fidelity Investments, where he was responsible for quality control and process improvement in the beneficiary qualification division. Throughout his tenure at Fidelity, Adam served in multiple roles, including participant services with large client 401(k)s and pensions, as well as product training in the defined benefit (DB) space.

Full biography here.

As a survey manager, Molly supports all the U.S. research practices’ core survey needs. She assists in survey creation, data collection, and analysis for the Boston office. In addition to her work in the Wealth Management practice, Molly is also responsible for supporting survey processes related to consulting projects and carrying out daily interactions with research participants.

Prior to joining Cerulli, Molly was a Research Consultant at Cornell University. Her research focused on the education sector, where she studied the use of university resources to meet the needs of rural schools across New York State.

Full biography here.

Andrew is a member of Cerulli’s Wealth Management practice, leading coverage of asset manager distribution strategy for products sold through financial advisors. With a focus on the wealth management landscape, Andrew assesses trends related to advisor use of investment products as well as their relationships with clients and varying practice types.

Prior to joining Cerulli Associates, Andrew worked at John Hancock Investment Management and a Boston-area RIA. He has spent over a decade working with financial advisors and researching distribution best practices.

Full biography here.

Brad is an Associate Analyst in the Wealth Management practice and is responsible for researching trends within the wealth management industry that impact broker/dealers.

Prior to joining Cerulli Associates, Brad worked at Cartesian, where he provided consulting services to telecommunications, media, and technology companies.

Full biography here.

Stephen is a Associate Director in the Wealth Management practice where he leads research into the registered investment advisor (RIA) channels. As part of his research, he is the author of Cerulli’s U.S. RIA Marketplace report and has written on topics including private equity investment in RIAs and the role staff play in RIAs’ pursuit of scale.

Full biography here.

Asher is a Director in the Wealth Management practice, specializing in research and consulting related to high-net-worth investors and advisory firms, including multi-family offices, RIAs, broker/dealers, private banks, and trust companies. As the co-head of Cerulli’s Wealth Management practice, Asher leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. In his role, Asher is also responsible for leading various strategic consulting engagements, focusing on key areas including growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.

Full biography here.

As an analyst on the Retirement team, Elizabeth supports research on the defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to Cerulli’s annual reports and Edge series.

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Thomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of the Latin American asset management marketplace.

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Hannah is an analyst in the Wealth Management practice at Cerulli, specifically working in Managed Accounts. She contributes to the Managed Accounts annual report and The Cerulli Edge series, providing quantitative support to both.

Prior to joining Cerulli, Hannah worked as a Finance Analyst at Audley Travel, where she provided analysis for improvement of business processes, sales metrics, and employee productivity measures. She graduated from Wesleyan University with a Bachelor of Arts in Economics and a minor in Data Analysis.

Full biography here.

Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.

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, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.

Full biography here.

As an associate survey analyst, Delaney supports the Boston office's core survey needs. She assists with survey creation and review, and data analysis.

Prior to joining Cerulli, Delaney interned at a research lab at the University of Delaware, assisting in research related to child learning and development. She graduated from the University of Delaware with a major in Psychology and a minor in Statistical Data Analytics.

Full biography here.

Chayce is a member of the Wealth Management team at Cerulli and contributes primarily to the U.S. Private Banks and Trust Companies and U.S. High-Net-Worth and Ultra-High-Net-Worth Markets annual reports. His analysis covers the wealth and asset management industries that serve high-net-worth (HNW) investors and families. Chayce also provides analyst support to strategic consulting projects in the wealth management space and contributes to The Cerulli Edge series.

Previously, Chayce has experience working in enterprise data governance, government affairs, and business banking at multiple global financial institutions.

Full biography here.

Sally is a member of Cerulli's Product Development practice, providing data aggregation and analysis for the team across various investment vehicles, including mutual funds, ETFs, and alternative investments. As an associate analyst, Sally assists in the research and development of Cerulli’s cyclical market reports.

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Andrew is an analyst on the Wealth Management team, providing quantitative analysis for the U.S. Advisor Metrics and U.S. RIA Marketplace annual reports. He primarily supports Cerulli's financial advisor research and data collection processes. He also contributes to The Cerulli Edge series, as well as various consulting engagements related to the financial advisor marketplace.

Full biography here.

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.

Full biography here.

Michael is an analyst in the Wealth Management practice at Cerulli, specifically working in Managed Accounts. He is a contributor to the U.S. Managed Accounts annual report and The Cerulli Edge series, providing quantitative and qualitative analyses. He also supports various consulting projects within the Wealth Management practice.

Prior to joining Cerulli Associates, Michael started his career as a financial analyst at Granite Telecommunications where he created quote proposals and developed special pricing analyses in response to customer needs.

Full biography here.

John specializes in investor trends and behaviors across different provider and advisory relationships. He contributes to The Cerulli Edge—U.S. Retail Investor Edition series and two annual reports, as well as providing quantitative and qualitative analyses for multiple practices and consulting engagements.

Prior to joining Cerulli Associates, John was an assistant at Harvard Kennedy School of Government, researching philanthropic habits among ultra-high-net-worth Chinese and American benefactors.

Full biography here.

As an Analyst on the Wealth Management team, Olivia supports research within the wealth management industry that impacts the broker/dealer and RIA industry.

Prior to joining Cerulli, Olivia worked at Franklin Templeton as a Retirement Plan Consultant. She graduated from the University of New Hampshire with a B.S. in Business Administration with a focus in Finance.

Full biography here.

Gloria supports the firm’s institutional research efforts, assisting with data processing, analysis, and survey administration. She contributes to the production of multiple reports, as well as The Cerulli Edge—Institutional Edition. She supports the firm’s consulting efforts, advising clients on strategic initiatives and equipping them with tools needed to navigate the institutional asset management space. Gloria is currently a candidate for the CFA® Certificate in ESG Investing .

Gloria graduated from Salem State University with a degree in finance, where she worked on various strategic management team research reports focusing on conducting strategic group analysis and industry driving forces analysis.

Full biography here.

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Andrew is an Associate Analyst on the Wealth Management team at Cerulli, specifically in Wealth Management Technology. As an Associate Analyst, Andrew contributes to the State of U.S. Wealth Management Technology report and supports strategic research and consulting engagements in the WealthTech sector.

Prior to joining Cerulli, Andrew interned at Equitable Advisors and Cabot Risk Strategies. He graduated from Boston College with a Bachelor of Arts in Economics and minors in Finance and German.

Full biography here.

Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.

Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Full biography here.

As an analyst on the Retirement team, Mackenzey supports research on defined contribution and individual account markets and provides quantitative support to the annual reports and Cerulli Edge series.

Prior to joining Cerulli, Mackenzey interned at Hologic, Inc., and Wheel It Forward. She graduated summa cum laude from Fairfield University with a Bachelor of Science in Business Analytics and minors in Applied Statistics and Marketing.

Full biography here.

Noah is an analyst on the Wealth Management team, where he supports research on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. He also assists on custom consulting projects within the Wealth Management practice.

Full biography here.

Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli, he has authored more than two dozen in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

Scott started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007. In addition, he currently serves as member of the CFP Board’s Digital Advice Working Group, and as a judge for the wealthmanagement.com Industry Awards.

Full biography here.

Christopher is an associate director on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.

James (Jack) is the lead author of The Cerulli Report—North American Institutional Markets and sets the agenda for The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.

Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.

Full biography here.

Agnes is a member of Cerulli's Institutional team. As an analyst, she assists with data processing, analysis, and survey administration. She contributes to the production of the Institutional Sales and Marketing report as well as The Cerulli Edge—Institutional Edition.

Prior to joining Cerulli, Agnes interned at Loomis Sayles & Company and completed a fellowship with the Dartmouth College Investment Office. During the pandemic, she contributed to COVID-19 research and data production for the Dartmouth Institute for Health Policy and the International Organization for Migration.

Full biography here.

Matt is a member of Cerulli’s Wealth Management practice, specializing in research across the high-net-worth and ultra-high-net-worth investor markets, including private banks, trust companies, RIAs, and multi-family offices. As an analyst, Matt provides support to the firm’s high-net-worth research team, assisting in the production of two annual reports and a variety of strategic consulting projects.

Prior to joining Cerulli, Matt worked as a financial analyst within Goldman Sachs’ multi-family office, based in Saratoga Springs. He graduated from the University at Albany with a degree in Economics.

Full biography here.

Jared is responsible for global sales, business development, and client service, including oversight of and coordination with the marketing team.

Prior to joining Cerulli, Jared worked as an equity analyst at Baring Asset Management, where he was responsible for the U.S. Utilities sector and also contributed to the U.S. Industrials sector. Prior to Barings, Jared spent two years at State Street Bank.

Full biography here.

Maeve is responsible for relationship management, sales, and business development in the U.S., and is focused on partnering with clients to determine how to best match their business objectives with Cerulli resources.

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Jeremy specializes in sales and account management. He serves as the primary or secondary relationship manager for nearly half of Cerulli’s clients. As part of his sales and relationship management duties, he ensures clients have a complete understanding of the breadth and depth of Cerulli’s research and consulting capabilities. In addition to his three years on the Account Management team, Jeremy spent one year as an Associate Analyst in the Wealth Management practice.

Prior to joining Cerulli Associates, Jeremy got his start in financial services on the service desk at Pioneer Investments. He honed his client service skills at Building Engines, Inc, a SaaS provider for Commercial Real Estate.

Full biography here.

As an associate director, Mason’s responsibilities include relationship management, sales, and business development for Cerulli’s U.S. clients.

Mason has several years of industry experience, having worked at Eaton Vance and Columbia Threadneedle before joining Cerulli Associates. While at Columbia Threadneedle Investments, Mason was a Regional Sales Director covering the RIA channel.

Full biography here.

Drew’s responsibilities focus on client management, sales, and business development for Cerulli’s U.S.-focused product lines.

Drew spent eight years at John Hancock where he held a number of roles including Internal Wholesaler, College Savings Director, and Group Account Manager. Previously, Drew spent three years at Evergreen Investments in customer service and institutional sales positions.

Full biography here.

Karleen oversees the marketing department at Cerulli. Her responsibilities includes international campaign development and management, press relations, brand awareness, and events. She works closely with the account management team and the research practices to maximize opportunities to capture and retain clients.

Prior to joining Cerulli, Karleen was director of marketing at Vestmark. Previous to her time at Vestmark, she worked in marketing management positions at several other financial technology firms such as SS&C, DST, and StatPro. In her free time, Karleen enjoys spending time with her children, running, and teaching spin classes.

Full biography here.

As creative director, Rich is responsible for further progressing the Cerulli Associates brand identity and establishing a cohesive look and feel across all touchpoints. Rich most recently held positions at CoxReps and Liberty Mutual, where he led the redesign and production of Liberty’s recruiting/hiring initiatives and created the company-wide illustration design system.

Full biography here.

As a graphic designer with a digital and print background, Leigh is responsible for designing a variety of Cerulli deliverables. She ensures a cohesive look and feel across all touchpoints, and designs assets including whitepapers, presentations, social media, and email collateral in collaboration with our Marketing Team.

Education
Syracuse University (Bachelor of Fine Arts, cum laude)
Massachusetts College of Art & Design (graphic design certificate)

Full biography here.

As a senior marketing associate, Devon is responsible for press briefings, liaising closely with reporters and Cerulli analysts to fulfill data and research requests. In addition, she leads Cerulli’s marketing operations, which includes ensuring research is efficiently distributed to all clients, administering all virtual events, and pioneering Cerulli’s social media efforts.

Full biography here.

As marketing manager, Emily is responsible for the development and distribution of Cerulli’s marketing campaigns. She works closely with the analyst team to produce new marketing materials that highlight Cerulli’s research, including press releases, email campaigns, and client communications.

Full biography here.

Judy heads the U.S. Editorial team, playing a key role in editing U.S. content, monitoring workflow, and maintaining quality control. Judy began her tenure at Cerulli Associates as the Editor of The Cerulli Edge—U.S. Edition.

Prior to joining Cerulli Associates, Judy was Vice President and Director of Securities Research at the Securities Industry Association (now SIFMA) in New York. Formerly, Judy worked at Deloitte Consulting in New York.

Full biography here.

Jen is primarily responsible for the integrity of data and data presentation across all U.S. publications and presentations. She oversees the development and execution of Cerulli’s interactive data platform, including Interactive Report Dashboards (IRDs). She works closely with Cerulli’s data team, collaborating on dashboard visualization, data automation projects, and data strategy. Jen began her tenure at Cerulli Associates as an analyst focusing on managed accounts.

Prior to joining Cerulli, Jen worked as a Business Analyst at BTM Capital Corp. Her responsibilities included assisting in the operational aspects of system administration and providing ongoing quality assurance analysis on data related to multiple groups in the operations department. 

Full biography here.

Dave oversees the editorial production process for The Cerulli Report series and The Cerulli Edges and contributes articles to the U.S. and Global Edge publications. He also supports Cerulli’s marketing and design team, including writing and editing white papers, reviewing press releases, website copy, social media, videos, and promotional media.

Prior to joining Cerulli, Dave produced and edited content for a variety of websites, publishing companies, and media developers.

Full biography here.

Cheryl is a Senior Editor, managing The Cerulli Edge series and contributing articles to the monthly U.S. Asset and Wealth Management Edition. Prior to joining Cerulli, Cheryl enjoyed a 20+ career in newspaper journalism that included business editing roles with The Boston Globe, the Boston Herald, and Gannett. She has spent the last decade in a variety of editorial and marketing roles, including Editor-in-Chief for a medical publishing company, Senior Vice President of Content for a national magazine publisher, and marketing roles at State Street Corp. and Stop & Shop Cos.

Outside of work, Cheryl is an elected town official on the Board of Library Trustees, a trustee of her house of worship, a singer, and a Registered Yoga Teacher.

Full biography here.

As associate director of production management at Cerulli, Eric is responsible for the layout, trafficking, production, and post-production of all Cerulli publications. He oversees the entire production process from start to finish in all three Cerulli offices and acts as the liaison from the editorial team to the marketing team, as well as to the internal design team. Eric works closely with the analysts to ensure their ideas come alive in each publication with infographics and enhanced exhibits. He also works along side the data team as a design consultant on all Interactive Report Dashboards (IRDs).

He is veteran of The United States Navy, serving aboard the USS Ronald Reagan in San Diego and Virginia Beach as an Aerographer’s Mate (Naval Aviation Weather Forecaster).

Full biography here.

Alexandra was the first employee in Human Resources at Cerulli and she was tasked with building out the function. Her main HR responsibilities include recruiting, onboarding, performance management, organizational development, employee relations, and benefits administration. Alexandra is also responsible for managing the outsourced Managed Services Function, as well as managing the Finance Function.

Full biography here.

As the senior HR coordinator, Caroline assists with all Human Resources functions such as recruiting, onboarding, employee relations, event planning, and benefits administration. Caroline is also responsible for managing the Cerulli Associates Intranet page and office administration.

Full biography here.

Michelle is responsible for all aspects of the Finance function, including receivables, payables, payroll, 401(k) administration, budgets, and financial reporting.

Prior to joining Cerulli, Michelle served as a Senior Project Accountant for a Boston area development/property management firm for twenty years as the sole member of the Accounting department, where she focused on all accounting functions through financial statements, job costing, and system and procedural improvements. She has also held accounting management positions in various industries such as software, public utilities, and insurance.

Full biography here.

George has been with Cerulli Associates since summer 2020 and provides a vital role in the overall health and well-being of everyone in the company.

Full biography here.