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-net-worth and ultra-high-net-worth investors. Prior to joining Cerulli Associates, Asher worked as an Investment Analyst at MIP Global, where he conducted investment research and analysis for high-net-worth clients and their families. Asher graduated from the University of Maryland with a B.A. in finance and a concentration in private banking and wealth management.
A recent research study conducted by the Investments & Wealth Institute, Cerulli Associates, and Charles Schwab Investment Management examines how advisors are applying behavioral finance into their practices and portfolios. This session presents the what, why, and how advisors are applying behavioral finance to improve their clients’ financial outcomes.
Thursday, Sept. 10, 2020
9:20 – 10:10 a.m.