Cerulli Research & Consulting
The Convergence of Defined Contribution and Wealth Management
Wealth management relationships are considerably more lucrative than defined contribution (DC)-specific relationships and retirement plan advisors know that. Competition is fueling across the industry as plan advisors look to source wealth management relationships from their workplace business by strengthening relationships with business owners, key executives, and plan participants.
Seize opportunity at the intersection of DC and wealth management and learn how to position your business lines for scalable success with Cerulli’s research and consulting capabilities.
Our Subject Matter Experts
Elizabeth Chiffer
Research Analyst
Bio →
Elizabeth Chiffer
Research Analyst
As an analyst on the Retirement team, Elizabeth supports research on the defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to Cerulli’s annual reports and Edge series.
Prior to joining Cerulli, Elizabeth was a research assistant at the Boston University School of Hospitality Administration, where she worked on papers pertaining to hospitality finance and technology.Full biography here.
Mackenzey Santorella
Analyst
Bio →
Mackenzey Santorella
Analyst
As an analyst on the Retirement team, Mackenzey supports research on defined contribution and individual account markets and provides quantitative support to the annual reports and Cerulli Edge series.
Prior to joining Cerulli, Mackenzey interned at Hologic, Inc., and Wheel It Forward. She graduated summa cum laude from Fairfield University with a Bachelor of Science in Business Analytics and minors in Applied Statistics and Marketing.
Full biography here.
Talk to Our Team
Our Resources
- Annual report
- The Cerulli Edge
