Shawn oversees the Retirement practice at Cerulli Associates. In this role, Shawn oversees and mentors a team of analysts responsible for publishing research on the trends in defined contribution (DC) and IRA markets. Additionally, Shawn provides strategic oversight to Cerulli’s consulting projects focused on opportunities in the retirement space. Shawn frequently speaks at industry summits and conferences. Shawn is also responsible for overseeing the firm’s Data Analytics team.

Prior to joining Cerulli Associates, Shawn was a researcher at Harvard Business School where he co-authored case studies alongside professors Adi Sunderam and Luis M. Viceira focused on investment management for individual and institutional investors. Shawn started his career in investment operations at SSgA where he covered the firm’s equity collective investment trusts and institutional separate accounts.

Full biography here.

As a research analyst on the Retirement team, Elizabeth 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, 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.

Idin is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.

Prior to joining Cerulli, Idin was a senior member of the Portfolio Evaluation Group at Fisher Investments, where he was responsible for providing asset allocation and benchmark recommendations for high-net-worth clients in the US, Canada and the UK. During his 15+ year tenure at Fisher Investments, Idin served in multiple roles supporting the firm’s Private Client Group and Institutional Group.

Full biography here.

As an associate 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.