Personnel

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...

Read More

Ayushi Bainwala

Analyst

Ayushi is an analyst on the Institutional team based in the Singapore office. Prior to Cerulli, she was at Fitch Ratings, where she worked as Research...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Aldrin Boraine

Senior Analyst, European Retail

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

Read More

Jenn Carangelo

Marketing Associate

Jenn is responsible for the distribution of Cerulli’s reports and Edge series, as well as providing support for marketing campaigns. She also...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Dan Cook

Research Analyst, Retirement

Dan works primarily in the retirement group, providing quantitative and qualitative research support for senior analysts. Prior to joining Cerulli...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Karleen Fallon

Director of Marketing

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

Read More

Anna Fang

Research Analyst, Retirement

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

Read More

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...

Read More

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...

Read More

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...

Read More

Kevin Frost

Designer

Kevin is responsible for the development of visual branding and marketing communications as well as the design of corporate stationary, event...

Read More

Evonne Gan

Associate Director

Based in the Singapore office, Evonne is mainly covering the Asian institutional asset management segment, as well as the Southeast Asian and Greater...

Read More

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...

Read More

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...

Read More

Michele Giuditta, CFA

Director, Institutional

Michele is a director of the institutional practice and leads research for annual reports and strategic consulting engagements...

Read More

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...

Read More

Edward Green

Survey Analyst

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

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Sam Huddart

Analyst, Managed Accounts

As the Survey Analyst, Sam maintains Cerulli's proprietary survey process. In addition, he conducts qualitative and quantitative analysis for the...

Read More

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...

Read More

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)...

Read More

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...

Read More

Ed Louis

Senior Analyst, Intermediary

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

Read More

Alexi Maravel

Director, Institutional

Alexi has research responsibilities for institutional asset management and markets. Alexi has more than 20 years asset management and financial...

Read More

Andrew Masnyj

Senior Data Analyst

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

Read More

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...

Read More

Matt Merritt

Analyst, Product Development

Matt is a member of the Product Development practice, where he collects quantitative data to support findings for the Cerulli Report and Cerulli Edge...

Read More

Hui Miao, CFA

Senior Analyst

Based in Singapore, Miao Hui is a member of the Chinese research team. She holds a bachelor degree in financial management from Zhejiang University...

Read More

Teague Morris

Survey Analyst

As the Survey Analyst, Teague maintains Cerulli's proprietary survey process. In addition, he conducts qualitative and quantitative analysis for the...

Read More

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...

Read More

Elizabeth Githigiu

HR & Office Manager, Europe

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

Read More

Sarah Murphy

Marketing Manager

Sarah is responsible for developing and managing the promotion and marketing of Cerulli’s product line. Sarah also contributes to the firm’s media...

Read More

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...

Read More

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...

Read More

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...

Read More

Ilonka Oudenampsen

Senior Analyst, European Institutional

Based in London, Ilonka is part of Cerulli’s European research team, with a focus on institutional asset management. Before joining Cerulli, Ilonka...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Liz Smith

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...

Read More

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...

Read More

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...

Read More

Chris Swansey

Analyst, Institutional

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

Read More

James Tamposi

Research Analyst, Institutional

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

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Ken F. Yap, CFA

Managing Director, Asia

Ken is responsible for all business activities in Asia, including management of the Singapore office. He also oversees global research analytics, covering...

Read More

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...

Read More

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...

Read More

Fabrizio Zumbo

Associate Director, Retail

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

Read More