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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.
Join this expert panel to hear key findings and insights from the new 2020 BeFi Barometer survey - a joint effort of Charles Schwab Investment Management, the Investments & Wealth Institute and Cerulli Associates. Panelists will provide perspective on the results of the survey, conducted in the midst of COVID-19, along with ideas, insights and easy-to-implement techniques to help advisors manage client expectations and biases during these uncertain times and beyond.
Thursday, Sept. 10, 2020
12:20 – 1:10 p.m. EST
