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Karleen Fallon
Senior Director, Marketing
Bio →
Karleen Fallon
Senior Director, Marketing
Karleen oversees the marketing department at Cerulli. Her responsibilities includes global campaign development and management, press relations, brand awareness, and events. She works closely with the account management team and the research practices to maximize opportunities to capture and retain clients.
Prior to joining Cerulli, Karleen was director of marketing at Vestmark. Previous to her time at Vestmark, she worked in marketing management positions at several other financial technology firms such as SS&C, DST, and StatPro. In her free time, Karleen enjoys spending time with her children, running, and teaching spin classes.
Full biography here.
Joseph Procaccini
Director of IT
Bio →
Joseph Procaccini
Director of IT
Joe is responsible for managing the Cerulli IT Department, including oversight of and coordination with business leaders to define and prioritize key technological initiatives.
Prior to joining Cerulli, Joe worked as a Senior Project Manager of IT at Hancock Natural Resource Group for ten years. There he was responsible for building out and managing a business applications team focusing on Financial and Operational systems to help grow HNRG's business.
Full biography here.
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.
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December 17, 2020 — Boston
All Roads Lead to Roth
These findings and more are from The Cerulli Edge—U.S. Retirement Edition, 4Q 2020.
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November 2021
Climate Change Investing
Evaluate measures asset owners and managers are taking to mitigate climate risk in their investment processes.
October 2021
Diversity and Inclusion
Use this white paper to explore measures asset owners and asset managers are taking to promote diversity and inclusion (D&I) within the financial services industry.
U.S. WEALTH MANAGEMENT
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U.S. High Net Worth
- Annual: U.S. Private Banks & Trust Companies 2020: Unifying the Wealth Management Experience
- Quarterly: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Increased Wealth Concentration
- Monthly: Cerulli Lodestar - U.S. Bank Fiduciary Assets
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U.S. Intermediary
- One-Time: U.S. Private Banks & Trust Companies 2020: Unifying the Wealth Management Experience
- Annual: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Increased Wealth Concentration
- Ongoing: Cerulli Lodestar - U.S. Bank Fiduciary Assets
- Annual: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Increased Wealth Concentration
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U.S. Investor
- Annual: U.S. Private Banks & Trust Companies 2020: Unifying the Wealth Management Experience
- Annual: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Increased Wealth Concentration
U.S. RETIREMENT
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- Annual: U.S. Private Banks & Trust Companies 2020: Unifying the Wealth Management Experience
- Annual: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Increased Wealth Concentration
- Ongoing: Cerulli Lodestar - U.S. Bank Fiduciary Assets
- Annual: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2020: Implications of Increased Wealth Concentration