Highlights

Andrew has over 30 years of experience building business intelligence operations for the global asset management industry. His career spans leadership roles at both fund companies and research providers which uniquely positions him to consult on data, analytic, research and business intelligence issues facing client firms.

Specialties

Business Intelligence, Market Research, Data & Analytics, Asset Management, Distribution

Relevant Experience

  • Andrew specializes in Business Intelligence analysis, evaluating clients’ research spend to maximize their return on investment
  • Driving force behind creation and development of Cerulli Associates, a leading market research firm serving the top 50 global asset managers
  • Re-energized and reconfigured research efforts at Strategic Insight, a business intelligence provider for global asset management firms
  • Transformed research provider from consulting to research firm, growing revenues three-fold and revenue base to 90% subscription
  • Consulted with financial services firms globally to increase market share and enter new businesses. Author of multiple large-scale reports on industry trends.
  • Built data, analytics, research and publishing processes synonymous with Cerulli brand name
  • Developed new revenue streams, commercialized data, and applied cutting edge technologies, particularly in the areas of surveys, benchmarking and data visualization
  • Repositioned benchmarking service for firm serving the operational and tech needs of the global asset management industry
  • Responsible for product development and market research at multiple fund companies

Prior Positions Held

  • Chief Data & Research Officer – Strategic Insight
  • COO – Cerulli Associates
  • Consultant – Cerulli Associates
  • Vice President, Product Marketing and Development – Columbia Investments
  • Manager, Market Research – John Hancock
  • Registered Rep – Fidelity Investments

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