Senior Analyst, Wealth Management
Stephen is a senior analyst in the Wealth Management practice where he provides quantitative support to two annual reports, U.S. Advisor Metrics and U.S. RIA Marketplace. He also supports Cerulli’s Advisor Research Collaborative and contributes quantitative analysis and insights to strategic consulting engagements.
- Roger Williams University
Bachelor of Arts in Economics and Political Science
Recent Project Work
- Preparing competitive analysis of annuity products
- Supporting consulting engagements by analyzing quantitative data
- Assessed RIA Consolidators for market fit and annual growth
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.