Michele Giuditta, CFA

Director, Institutional Practice at Cerulli Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston
Skills

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Credentials

  • CFA Designation, 1998
    -

Experience

  • Cerulli Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Institutional Practice
      • May 2012 - Present

      Write market-based research reports and thought leadership used by asset management firms to inform their institutional service offerings and product development and distribution strategy plans. Write market-based research reports and thought leadership used by asset management firms to inform their institutional service offerings and product development and distribution strategy plans.

  • Cambridge Associates
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Director, Client Relationship Management
      • Mar 2007 - Sep 2011

      Oversaw the satisfaction of Cambridge Associates’ clients (endowments, foundations, pensions, and high-net-worth individuals), developed relationships, resolved client issues, and negotiated service contracts. Oversaw the satisfaction of Cambridge Associates’ clients (endowments, foundations, pensions, and high-net-worth individuals), developed relationships, resolved client issues, and negotiated service contracts.

  • Manulife Investment Management
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Client Relationship Officer, Institutional Sales & Services
      • Jan 2005 - Feb 2007

      Developed, managed, and retained existing institutional client relationships for 20+ clients (defined benefit pension plans, defined contribution pension plans, and insurance companies). Developed, managed, and retained existing institutional client relationships for 20+ clients (defined benefit pension plans, defined contribution pension plans, and insurance companies).

  • John Hancock
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director of Fixed Income Product Management, Institutional Sales & Services
      • Jan 2002 - Dec 2005

    • Product Manager, Institutional Sales & Services
      • Aug 1998 - Dec 2001

      Drove fixed income product strategy internally and communicated that message externally to prospects, clients, and investment consultants.

    • Assistant Investment Policy Officer, Investment Policy & Research
      • Jan 1997 - Jul 1998

      Supported the development and monitoring of investment policy and asset allocation for general account investment portfolios to ensure optimal performance within stated objectives and risk parameters.

    • Investment Policy Analyst, Investment Policy & Research
      • Sep 1989 - Dec 1996

      Supported the management of the firm’s internal general account assets; ran asset/liability matching models and analyzed and projected operating income, capital gains and losses, and insurance reserves.

Education

  • Boston College Carroll School of Management
    Master of Science, Finance
  • Isenberg School of Management, UMass Amherst
    BBA, Finance

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