David 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, David was a senior member of the financial planning group at Fiduciary Trust Company, where he advised clients on strategic retirement income planning, trust & estate planning, and other financial topics. Prior to that, David worked at Commonwealth Financial Group, where he held senior positions in the financial planning and executive benefits planning groups.

Full biography here.

Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.

Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.

Full biography here.

As an associate analyst on the Retirement team, David supports research on defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to the annual reports.

Prior to joining Cerulli, David interned at Reach3 Insights, where he conducted market research for companies in the technology sector and completed a diligence project on the streaming service industry.

Full biography here.