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.

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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. 

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As the Senior Director of Advice Relationships, Scott leads Cerulli's coverage of fee-based managed accounts and investors' engagement preferences. With more than 25 years of wealth management experience, Scott adds valuable context and perspective in assisting Cerulli's clients with optimizing their advisors' and investors' platform experiences, given the evolving demand for financial advice.

During his tenure at Cerulli, Scott’s research and consulting work has covered the full spectrum of wealth management topics, from product development and wholesale distribution to portfolio management and comprehensive financial planning.

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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.

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