Bob drives the research and consulting efforts within Cerulli’s Institutional Asset Management practice, with a focus on insurance general accounts as well as corporate defined benefit (DB) plan research.

Prior to joining Cerulli Associates, Bob worked at Acadian Asset Management, where he led the firm’s Investment Writing group. In this role, he oversaw the firm’s Client Communications and RFP teams and was also responsible for helping disseminate the firm’s thought leadership. Bob started his career at Thomson Reuters, where he worked as a fixed-income market analyst and managed the firm’s municipal bond products.

Education

• Boston College
  Bachelor of Science in Marketing

• Northeastern University
  Master of Science in Innovation

• CFA® charterholder and member of CFA Society Boston

• Institutional fixed Income
• Municipal bonds
• Institutional global equity
• Active, factor-based quantitative equity