Personnel

Smucker Almonord

Analyst, Retirement

Smucker is an analyst in the Retirement practice, where he supports research and provides analysis for the Cerulli Report and Edge series. Prior to joining...

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Radiance Ang Huey Li

Associate Analyst

Based in Singapore, Radiance works as an Associate Analyst.  Before joining Cerulli, Radiance was on the business development team in a Singapore-based...

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Zack Barrett

Associate Analyst, Institutional

Zack is an associate analyst supporting research initiatives for the institutional segment. Prior to joining Cerulli, Zack received his B.S. in Finance from...

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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...

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Greg Bell, CIMA

Senior Account Manager

As a Senior Account Manager, Greg’s responsibilities include relationship management and sales for Cerulli’s U.S.-based initiatives. Greg has several...

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Matt Belnap

Senior Analyst, Retail Distribution

Matt is involved in research across the retail distribution spectrum, including wealth management, managed accounts, and retail investors.  He also...

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Connor Bigland

Analyst, Institutional

Based in our London Office, Connor is part of the institutional asset management team. He provides quantitative and qualitative analysis for Cerulli’s...

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Jenn Carangelo

Senior Marketing Associate

Jenn is responsible for collaborating on the promotion and marketing of Cerulli’s product lines. She also produces the firm’s U.S. press releases...

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Stephen Caruso

Associate Analyst, Wealth Management

Stephen is an Associate Analyst in the Wealth Management practice, where he provides quantitative support and contributes to the Cerulli Edge series...

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Kurt Cerulli

Chief Executive Officer

Kurt is the founder of Cerulli Associates and the publisher of The Cerulli Report™ and The Cerulli Edge™ series. He previously held positions at...

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Mickey Cerulli

Chief Morale Officer

Mickey has spent her entire career at Cerulli Associates, and is responsible for morale and facilities integrity. Despite being named for a switch-hitting...

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Judy Chase

Senior Director, Editorial

Judy is responsible for overseeing the U.S. Cerulli Report series, playing a key role in directing the research, editing reports, monitoring workflow...

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Asher Cheses

Research Analyst, High-Net-Worth

Asher is responsible for research in the high-net-worth practice, focusing on trends that impact wealth managers addressing the unique needs of high...

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Thomas V. Ciampi

Founder and Director of Latin Asset Management

Thomas V. Ciampi is the founder and director of Latin Asset Management, with whom Cerulli Associates has a strategic relationship for coverage of...

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Rich Conti

Senior Designer

As a Senior Designer, Rich is responsible for further progressing the Cerulli Associates brand identity and establishing a cohesive look and feel across all touchpoints...

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Leena Dagade

Associate Director

Leena is based in Cerulli's Singapore office and is responsible for covering the retail segment in Asia. Before joining Cerulli, she was a deputy...

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Justina Deveikyte, CAIA

Associate Director, European Institutional

Justina is part of Cerulli’s European institutional research team, with a specific focus on quantitative research. Justina graduated from London...

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Andrius Dovydavicius

Analyst, European Institutional

Andrius is an Associate Analyst on the Institutional team in the London office. He started off as an intern before joining on a permanent basis...

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Donnie Ethier

Director, Wealth Management Research & Consulting

As Director of Wealth Management, Donnie Ethier leads consulting engagements and research initiatives as it pertains to Cerulli Associates’ intermediary...

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Karleen Fallon

Director of Marketing

Karleen oversees the marketing department at Cerulli. Her responsibilities includes global campaign development and management, press relations...

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Anna Fang

Research Analyst, Retirement

Anna has research responsibilities focusing on the retirement industry. She provides quantitative and qualitative analysis for the Cerulli Report...

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Jennifer Feugill

Director

Jen is primarily responsible for the integrity of data and data presentation across all U.S. publications and presentations. Jen began her tenure...

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Dave Fletcher

Senior Editor

Dave has worked in the financial services industry for most of his professional career. Before joining Cerulli, he served as senior writer and report...

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Jeremy Fodaski

Senior Client Service Associate

Jeremy serves as a Senior Sales and Client Service Associate, with primary responsibilities that include supporting the account management team...

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Alec Gilarde

Analyst, Wealth Management

Alec is an analyst in the Wealth Management practice based in the Boston office. Prior to Cerulli, he worked as a consultant to J.P. Morgan analyzing AML data flows and a Financial Model Consultant for Dixon Hughes Goodman working specifically in building stress-test models for asset managers. His previous internship experiences range from...

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Mason Gillespie

Senior Account Manager

Mason’s responsibilities include account management, sales, and business development for Cerulli’s U.S. clients. Prior to joining Cerulli, Mason was...

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Michele Giuditta, CFA

Director, Institutional

Michele has research responsibilities focusing on the institutional asset management industry, and contributes to the Cerulli Report and the...

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Carol Grabowski

Senior Editor

Carol edits the U.S. editions of the Cerulli Edge series. Carol works with Cerulli analysts to set and evolve the editorial direction of these publications...

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Edward Green

Survey Analyst

Based in our London office, Edward is our Survey Analyst and maintains Cerulli's proprietary survey process. He has recently graduated...

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Ryan Hanratty

Client Services Associate

Ryan serves as a Sales and Client Service Associate, with primary responsibilities that include supporting the account management team with client...

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Itsuko Hatanaka

Senior Analyst

Based near Tokyo, Itsuko has overseen Cerulli Associates' data-gathering and research activities in Japan since 1998. Itsuko contributes Japanese analysis...

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Mark Horan

Account Manager, Europe

Mark has responsibility for client service and sales for our European clients and is based in the London Office. Prior to joining Cerulli Associates, Mark...

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Chayce Horton

Associate Analyst, High-Net-Worth

Chayce supports research initiatives and projects for multiple Cerulli Reports pertaining to the high-net-worth practice. Chayce joined Cerulli after...

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Manni Huang

Associate Director, Account Management

Based in Cerulli’s Singapore office, Manni is part of Cerulli’s Account Management team, working closely with the Global Business Development Director...

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Norhana Kader

Office Administrator, Singapore

Nor has overall responsibility for the management of the Singapore office's administration, which covers a wide range of regular and ad hoc assignments...

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Anya Krymkowski, ASA

Associate Director, Retirement

Anya leads the retirement research practice, with a focus on trends in 401(k) and other defined contribution plans, asset managers’ DCIO strategies, participant engagement strategies, and the IRA market. She contributes to the Cerulli Report and Cerulli Edge series...

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Laura Levesque

Senior Analyst, Institutional

Laura has research responsibilities in the institutional asset management space. She specializes in Cerulli’s outsourced chief investment officer (OCIO)...

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Della Lin

Senior Analyst

Della works as a senior analyst out of the Singapore office. Prior to joining Cerulli, she worked at a market intelligence firm with a focus on alternative...

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Ed Louis

Senior Analyst, Intermediary

Ed leads research for the Intermediary Distribution Report, specializing in distribution strategies for retail asset management products sold through...

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Andrew Masnyj

Senior Data Analyst

Andrew has data visualization responsibilities focused on developing Lodestar, Cerulli’s interactive marketing intelligence platform. He works with data...

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John McKenna

Associate Analyst

John is a member of the U.S. Wealth Management practice and supports a variety of research and consulting projects across multiple U.S. practices...

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Hui Miao, CFA

Senior Analyst

Based in Singapore, Hui Miao leads Cerulli’s research initiatives and consulting projects across the entire spectrum of China’s asset management sector. She researches China’s macroeconomic status, regulatory developments, competitive landscape...

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Lyle Morrison

Analyst, Data Analytics

As a member of the Data Analytics team, Lyle is responsible for designing and building IRD and Lodestar dashboards, maintaining internal databases...

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Elizabeth Munge

HR & Office Manager, Europe

Based in the London office, Elizabeth’s main responsibilities include Onboarding, Employee Relations, Employee Engagement, Recruitment, Payroll...

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Shawn O'Brien

Senior Analyst, Retirement

Shawn has research responsibilities in the retirement markets space, focusing on defined contribution (DC) plans, the IRA market, and asset managers’ DCIO strategies. He contributes to the Cerulli Report and Cerulli Edge series...

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Drew O'Hearn

Director, Account Management

Drew’s responsibilities focus on client management, sales, and business development for Cerulli’s U.S.-focused product lines. Drew spent eight years...

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Tom O'Shea, CFA

Director, Managed Accounts

Tom has over 20 years experience in the financial services industry.  Prior to joining Cerulli, Tom was an Investment Product Manager at Fidelity’s...

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Jaslyn Ong

Associate Analyst

Based in Singapore, Jaslyn works as an Associate Analyst.  Jaslyn joins us from PwC, where she was involved in the research on asset and wealth...

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Adam Parkinson

Senior Editor, European Reports

Based in London, Adam is responsible for editing Cerulli’s European reports series. Prior to joining Cerulli, Adam worked as an editor for the IT, telecoms...

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Bryan Pinedo

Associate Analyst, Managed Accounts and Surveys

As a Survey Analyst, Bryan provides support for Cerulli’s proprietary survey process and the Managed Accounts practice. Bryan graduated from Boston College with a B.A. in Economics, with a focus on Econometrics and Quantitative Methods. He also has...

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Brendan Powers, CFA

Associate Director, Product Development

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management...

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Haley Priore

Finance Associate

Haley is responsible for the finance administration and bookkeeping for Cerulli Associates, including accounts receivable, accounts payable, budget, and payroll...

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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...

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Talia Reid

Design Associate

Talia is responsible for the layout, trafficking, and production of domestic Cerulli Edges. She also plays a role in the production of marketing materials...

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Michael Rose

Associate Director, Wealth Management

As Associate Director of the Wealth Management practice, Michael is responsible for researching trends within the wealth management industry that...

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André Schnurrenberger, CFA

Managing Director, Europe

André is responsible for all business activities in Europe, including management of the London office. Prior to joining Cerulli, Andre spent 7 years at...

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Daniil Shapiro, CFA

Associate Director, Product Development

Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry...

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John Sherrocks

Senior Editor, European Edge

John is responsible for editing Cerulli’s Edge publications based in London. John has worked as a newspaper journalist for more than 30 years in the...

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Marina Shtyrkov

Research Analyst, Intermediary

Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research...

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Kean Yung Siau

Associate Analyst

Based in Singapore, Kean Yung works as an Associate Analyst.  Prior to Cerulli, he worked at UBS AG as a Business Risk Specialist. He graduated from...

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Colleen Smith

Office/HR Coordinator

Colleen is the Office/HR Coordinator for the firm. Colleen graduated from Hofstra University in Long Island, New York, where she earned her Bachelor’s Degree in Marketing with a minor in Management. Prior to joining Cerulli, she interned at Mercer as a Regional Market Developer and at HR Knowledge as a Human Resources intern...

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Liz Smith

Senior Marketing Associate

Liz’s works on the digital side of the marketing team, running the company's social media accounts and executing marketing campaigns digitally...

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Scott Smith

Director of Advice Relationships

Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships, and contributes to the Cerulli Report and the Cerulli Edge...

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Alexandra Sorrentino

Director of Human Resources and Administration

Alexandra was the first employee in Human Resources at Cerulli and she was tasked with building out the function. Her main HR responsibilities include...

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Jacqueline Stanley

Associate Analyst, Managed Accounts and Surveys

As the Survey Analyst, Jacqueline maintains Cerulli's proprietary survey process....

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Chris Swansey

Analyst, Institutional

Chris is an analyst in the institutional asset management group with responsibilities for providing qualitative and quantitative research support...

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James Tamposi, CFA

Senior Analyst, Institutional

James (Jack) provides quantitative and qualitative research for the institutional and retail asset management practices for the Cerulli Report and...

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Daniel Uquillas

Senior Analyst, Retirement and Institutional Markets

Daniel conducts research on the institutional and retirement segments of the asset management industry.  Before joining Cerulli Associates, he worked...

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Bing Waldert

Managing Director, U.S. Research

Bing has oversight over Cerulli's U.S. research and data products. He has authored multiple Cerulli Reports, and contributes to the Cerulli Edge series...

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Eric Wojnarowski

Production Manager

As a member of the design group at Cerulli, Eric is responsible for the layout, trafficking, and production of all domestic publications. He also plays...

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Mei-Hwen Wong

Senior Editor, Singapore

Based in Singapore, Mei-Hwen edits Cerulli's range of Asia Pacific research reports and works closely with analysts and the production team on these...

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Shannen Wong Yee Shuen

Senior Analyst

Shannen is a senior analyst based in the Singapore office.  Prior to joining Cerulli, she worked for trade publications, covering the asset management industry in Asia, for four years. Before that, she wrote for a weekly business magazine and a daily newspaper...

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Amy Yan

Research Analyst

Based in our London Office, Amy is part of the retail asset management team. She provides quantitative and qualitative analysis for Cerulli’s European research products, with a focus on European retail research...

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Ken F. Yap, CFA

Managing Director, Asia

Ken is responsible for all of Cerulli’s business activities in Asia, including management of the Singapore office. He specializes in product development and market entry strategies into Asia’s established and emerging...

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Kangting Ye

Research Analyst

Based in Singapore, Kangting is a member of Cerulli’s research team. She provides quantitative support for various Cerulli publications, and helps in...

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Phoebe Yeo

Associate Analyst

Based in Singapore, Phoebe is an Associate Analyst. She has recently graduated from the University of Toronto with a Bachelor of Commerce degree, specialising in Finance and Economics...

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Tina Zhang

Associate Analyst, Retail

Based in the London Office, Tina is part of Cerulli’s European research team, with a focus on retail asset management research. Tina began her career as an investment analyst at Hywin Wealth in London...

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Fabrizio Zumbo

Associate Director, Retail

Based in London, Fabrizio leads the European retail/wholesale asset management research practice, which focuses on analyzing asset management...

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