Bing Waldert
Bing Waldert is Managing Director and leads Cerulli’s U.S. Research team, overseeing research across the asset management, wealth management, and retirement markets. He has authored numerous Cerulli reports covering the wealth management industry, high-net-worth market, annuity industry, and retirement markets.
Bing also advises firms on growth strategies, investment platforms, outsourced chief investment officer (OCIO) services, and acquisitions in the wealth management space.
Prior to joining Cerulli in 2004, Bing worked in product management and competitive research for MFS and Sun Life. He earned a Bachelor of Arts in Economics and Classics from the College of the Holy Cross.