0625 Events Deals Dealmakers Hero
Upcoming Event

The Deals & Dealmakers Summit

Date
Wednesday, August 27
Time
12:00PM EDT
Where
The Ritz-Carlton, Laguna Niguel
Share the Event

This Event is Hosted By

  • Echelon logo

Featured Speakers

Jared F. Baucom

Jared F. Baucom

Managing Director, Global Sales & Marketing

Bio →

Jared F. Baucom

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.

Additional Information:

Deals & Dealmakers Summit provides wealth and asset management executives with:

  • Unparalleled Networking Opportunities
  • Advanced Education and Training
  • Solutions to Key Needs
  • Advisory Relationships
  • A Substantial Opportunity to Learn
  • An Executive Experience

You May Also be Interested in:

  • Annual report
  • The Cerulli Edge

August 27-28, 2025

Deals & Dealmakers Summit 2025

Cerulli is pleased to sponsor the Deals & Dealmakers Summit in Laguna Niguel August 27-28.

Click here to learn more >

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.