Scott Smith

Scott Smith has over 20 years of experience in the financial services industry. Scott currently serves as the Director at Cerulli Associates, a global research and consulting firm specializing in asset and wealth management.

Prior to joining Cerulli, Scott spent 7 years as the Senior Product Manager at MFS Investment Management where they oversaw the management, development and implementation of major product initiatives and enhancements. Scott also established strategy while considering internal priorities/resources and external competition. In addition, Scott managed/allocated resources and priorities as necessary in tandem with tactical, strategic and budgeting objectives. Scott also proactive identified market trends, and developed goals and systems to enhance offerings.

Before MFS, Scott spent 4 years as the Retirement Project Coordinator at Putnam Investments where they were responsible for coordinating all aspects of retirement plan conversions for both new and existing clients. This included developing project plans, timelines and budgets while working closely with various internal departments such as Legal, Compliance, Operations and Accounting.

Scott Smith has a MBA in Marketing from Bryant University and a BA in Economics from The Johns Hopkins University.

Their manager is Bing Waldert, Managing Director, U.S. Research. Scott Smith works with Jacob Conecoff - Analyst, Christopher Swansey - Senior Analyst, and Stephen Caruso - Research Analyst.