Scott Smith—Director Advice Relationships, Cerulli Associates
With more than 20 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli he has authored more than two-dozen in-depth reports on topics ranging from investors’ risk preferences impression to the rise of digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.
Scott, who received his B.A. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University started his career on th front lines of client service at Putnam Investments, and now helps firms optimize their investor engagement strategies. To contact Scott call 617-437-1098x132 or email him at ssmith@cerulli.com
