I'm a data storyteller with a sharp eye for detail and experience transforming spreadsheets into narratives. As a research analyst in the Wealth Management practice at Cerulli Associates, I manage the end-to-end production of two research reports and provide strategic consulting support. I specialize in retail financial advisor trends across affiliation models, generating impactful thought leadership to decision makers in the financial services ecosystem.

Prior to joining Cerulli Associates, I was at Baystate Financial. In my role, I managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.