Distribution and Marketing Strategy
Grow your marketshare with intelligent guidance.

Consulting
Looking for More Information?
For additional information regarding Cerulli consulting services please submit the below form.
WHY CERULLI ASSOCIATES
Unlock Market Opportunity
Build a scalable distribution model with the help of Cerulli's distribution and marketing expertise. We can help you to assess your product positioning, optimize fees and share classes, define optimal channel targets, evaluate staffing levels, and evaluate how your clients perceive your brand. Align your resources to accelerate growth with Cerulli’s team of strategic consultants. Learn more about Cerulli's advantages:
Data
For more than 30 years, we have captured critical data on the asset and wealth management industries and synthesized groundbreaking trends.
Independence
Our ownership structure provides us with an unbiased, objective approach to guide your firm through critical decisions.
Network
Our vast research network enables us to go to market quickly, testing market assumptions and developing accurate market sizing and sentiment analysis.
Consulting in Action
Client Success Stories
We provide our clients with the results they need to secure their competitive advantage.

Retail Marketing Plan for Alternative Investments
Seeking to capture retail assets, a global private capital manager partnered with Cerulli to analyze the retail wealth opportunity and develop a comprehensive marketing and distribution roadmap to capture assets. Cerulli’s strategic consultants delivered recommendations for marketing content, target segments, target distribution channels, and optimal communication mediums.

Cerulli Rationalizes Brand Strategy for a Multi-Affiliate Asset Manager
Cerulli tested and evaluated the perception of individual boutique brands attached with a multi-affiliate asset manager among key allocator audiences—wealth managers, pension funds, consultants, private banks, and insurance companies—across several categories and countries to develop a strategy for brand rationalization. Based on quantitative and qualitative insights, Cerulli delivered a centralized distribution model and brand strategy that enabled a more efficient go-to-market approach.

Value Proposition Testing Amongst Institutions
An institutional asset manager engaged Cerulli to better understand how key decision makers at targeted institutional client segments perceived the firm’s value proposition for specific asset classes. Through a series of qualitative interviews, Cerulli provided recommendations for the asset manager to enhance its value proposition and expand its services to a broader set of unaffiliated institutional asset owners.
SUBJECT MATTER EXPERTS
Meet Our Consultants

Jared F. Baucom
Managing Director, Global Sales & Marketing
Bio →

Jared F. Baucom
Managing Director, Global Sales & Marketing
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.

Andrew Blake
Associate Director
Bio →

Andrew Blake
Associate Director
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.

Asher Cheses
Director
Bio →

Asher Cheses
Director
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.

Michele Giuditta, CFA
Director
Bio →

Michele Giuditta, CFA
Director
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.

Brendan Powers, CFA
Director
Bio →

Brendan Powers, CFA
Director
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.

Michael Rose, MST
Director
Bio →

Michael Rose, MST
Director
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.

Scott Smith
Senior Director
Bio →

Scott Smith
Senior Director
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.

James Tamposi, CFA
Associate Director
Bio →

James Tamposi, CFA
Associate Director
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.

Bing Waldert
Managing Director, U.S. Research
Bio →

Bing Waldert
Managing Director, U.S. Research
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.
Connect With Us
Learn more about how our consulting services can help you.
Contact Us
SOLUTIONS BY FIRM TYPE
Firms We Help

Asset Managers
We help institutional and retail asset managers globally understand how and where to expand in an increasingly competitive and fee-compressed environment. Learn how we can help you with your product development and distribution initiatives.

Wealth Management
What products, services, and pricing models will gather and retain investor assets? Cerulli will provide you with the strategic direction you need to help your advisors scale their businesses and help investors achieve better outcomes.

Private Market Firms
Cerulli can help you with each stage of the investment lifecycle—investment due diligence, management of portfolio companies, and product development and distribution into the wealth management industry.

Financial Technology
Cerulli can help you innovate toward the future with comprehensive market sizing and addressability for your services, insight into asset and wealth management trends that impact your business, and technology adoption analysis.