Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

Christopher is an associate director on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.

Mr. Harris is responsible for the design and execution of Invesco’s U.S. strategic accounts and investment due diligence teams. He is a member of the U.S. wealth management intermediaries senior leadership team. He was previously the senior client portfolio manager for the dividend value team from 2008 to 2017, where he was responsible for the investment team’s client engagement and marketing. He joined Invesco’s retirement business in 1999 and held several positions, including investment specialist responsible for internal and external asset manager due diligence. Subsequently, Mr. Harris joined the private asset management team in 2002, where he was responsible for home office engagement as a portfolio advisor for the firm’s separate account platforms. In 2006, he became the senior product manager in the product strategy and investment services group, working with the dividend value and core equity teams. Mr. Harris earned a BA degree from Oglethorpe University in Atlanta with a dual major in economics and marketing and a specialization in international business. He holds FINRA Series 7, 24, 63 and 66 registrations and is a Chartered Financial Analyst charterholder

Mr. Kim, working in the area of Investment Solutions for Wealth Management, is responsible for driving strategic initiatives, business development, and overall support for all products including domestic and offshore mutual funds and ETFs, SMAs, 529 plans, money market funds, UITs, and CEFs. Previously, he was head of product risk management within Investment Solutions and responsible for risk oversight over various business units within Wealth Management. Prior to joining Morgan Stanley in 2013, he held positions within audit, accounting, and finance for various financial services firms and PwC. Mr. Kim earned a BS from The College of New Jersey and an MBA in accountancy from the Zicklin School of Business at Baruch College. He is a CPA and holds FINRA Series 7, 4, and 24 licenses.