As a survey manager, Molly supports all the U.S. research practices’ core survey needs. She assists in survey creation, data collection, and analysis for the Boston office. In addition to her work in the Wealth Management practice, Molly is also responsible for supporting survey processes related to consulting projects and carrying out daily interactions with research participants.

Prior to joining Cerulli, Molly was a Research Consultant at Cornell University. Her research focused on the education sector, where she studied the use of university resources to meet the needs of rural schools across New York State.

Full biography here.

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.

Brad is an Associate Analyst in the Wealth Management practice and is responsible for researching trends within the wealth management industry that impact broker/dealers.

Prior to joining Cerulli Associates, Brad worked at Cartesian, where he provided consulting services to telecommunications, media, and technology companies.

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Stephen is a Associate Director in the Wealth Management practice where he leads research into the registered investment advisor (RIA) channels. As part of his research, he is the author of Cerulli’s U.S. RIA Marketplace report and has written on topics including private equity investment in RIAs and the role staff play in RIAs’ pursuit of scale.

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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.

As an associate survey analyst, Delaney supports the Boston office's core survey needs. She assists with survey creation and review, and data analysis.

Prior to joining Cerulli, Delaney interned at a research lab at the University of Delaware, assisting in research related to child learning and development. She graduated from the University of Delaware with a major in Psychology and a minor in Statistical Data Analytics.

Full biography here.

Andrew is an analyst on the Wealth Management team, providing quantitative analysis for the U.S. Advisor Metrics and U.S. RIA Marketplace annual reports. He primarily supports Cerulli's financial advisor research and data collection processes. He also contributes to The Cerulli Edge series, as well as various consulting engagements related to the financial advisor marketplace.

Full biography here.

Kevin is a Senior Analyst within Cerulli’s Wealth Management practice, focusing on trends in distribution strategies, advisor product use, and portfolio construction.

Prior to joining Cerulli Associates, Kevin worked at Columbia Threadneedle Investments as a Consultant on the Strategic Beta ETF team. In his career, he has over 15 years of experience working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels at Columbia Threadneedle Investments, Russell Investments, and Putnam Investments.

Full biography here.

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.

Noah is an analyst on the Wealth Management team, where he supports research on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. He also assists on custom consulting projects within the Wealth Management practice.

Full biography here.