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Misc

Below you'll find miscellaneous modules.

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Karleen Fallon

Karleen Fallon

Director of Marketing

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Karleen Fallon

Karleen Fallon

Director of 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

Joseph Procaccini

Director of IT

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Joseph Procaccini

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

Jared F. Baucom

Managing Director, Global Sales & Marketing

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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.

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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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U.S. WEALTH MANAGEMENT

U.S. RETIREMENT

    • 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

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