Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

Stephen is a Associate Director in the Wealth Management practice where he leads research into the registered investment advisor (RIA) channels. As part of his research, he is the author of Cerulli’s U.S. RIA Marketplace report and has written on topics including private equity investment in RIAs and the role staff play in RIAs’ pursuit of scale.

Full biography here.

Michael Schweitzer is Head of North America Client Group at Janus Henderson Investors. In this role, he heads the institutional and intermediary business across North America, including direction, strategy, relationship management, customer sales support, channel marketing, and risk management of the North America Advisory, Retirement, Private Bank, and Insurance businesses. Additionally, Michael is a member of the Janus Henderson Executive Committee. Before Janus Henderson, Michael served as head of high net worth sales and distribution for North America at Capital Group from 2016. He was global head of sales and distribution at HSBC in the group wealth management division from 2012 and was with UBS from 2003, most recently as managing director and head of the western division in wealth management Americas from 2009. Before UBS, Michael spent 14 years at Merrill Lynch Global Wealth Management, most recently as national director-private banking and investment group. He began his career at Deloitte. Michael received a bachelor of science in business administration degree with emphasis in accounting from San Diego State University. He holds FINRA Series 3, 7, 8, 23, 63, and 65 securities licenses and has 35 years of financial industry experience.

Richard Williams, AIFA, head of Advisor Solutions Group, has tremendous experience in understanding advisor needs and marshaling best-in-class resources. Rich drove the creation of the Group as a way of formally bundling turnkey services for our partner firms while proactively offering them relevant and innovative solutions. Rich had been president of Northview Asset Management in Austin, Texas, since 2014. Prior to that, he was a Principal and Managing Director at Sage Advisory Services (1998 to 2013) where he used his expertise in financial analysis to develop and implement the firm's asset/liability modeling solution and advise on the investment decisions of corporations, universities, endowments, pension funds and insurance companies throughout the country. Rich earned his MBA in Finance from St. Edward's University and his BBA degrees in Accounting and Finance from Southern Methodist University. He also holds the Accredited Investment Fiduciary Analyst designation.