Getting Personal: Why Customized Service Models Are Here to Stay

With more than 25 years of financial services industry experience, Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. In his time at Cerulli he has authored more than thirty in-depth reports on topics ranging from wholesale distribution to digital advice platforms. His research helps Cerulli’s clients understand how to optimize their platforms given the evolving demand for financial advice.

In recent years his research has been focused on helping client firms design and implement strategies that help their advisory teams feel empowered rather than endangered by the progression of digital engagement models.

Scott, who received his B.A. from The Johns Hopkins University in Economics and his M.B.A. from Bryant University, started his career wearing a headset at Putnam Investments’ service center in 1996, before moving to more strategic roles at MFS Investment Management starting in 2000, and then to Cerulli in 2007.

Kathryn (Katie) D’Angelo is a managing director and head of Wealth & Investment Management Partnerships for the Wealth Client Group at Allspring Global Investments. In this capacity, Katie is responsible for increasing the adoption of Allspring’s strategies and solutions and co-creating across Wealth Investment Management clients. In addition, Katie is co-creator and distribution leader for Allspring's customized SMA business, Remi. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining the team, Katie served as SVP within WFAM’s Strategic Relationships organization, leading both wealth and DCIO partnerships. Preceding this, she was responsible for marketing strategy and the RFP team for the broker-dealer channel. Earlier roles include serving as vice president and marketing director at Berkeley Capital Management and as a consulting group tech analyst at Smith Barney. Katie earned a bachelor’s degree with honors in psychology research from Sonoma State University. She is a member of the Board of Financial Women’s Association of San Francisco and a member of 100 Women in Finance.

Matthew Goulet is head of Asset Manager Services & Business Development at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. Goulet leads a team that manages relationships with third party asset managers who offer mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), alternative investments, and separately managed accounts (SMAs) to Fidelity platform clients.

Prior to this role, Mr. Goulet held a number of executive positions leading Fidelity’s model, SMA, and portfolio construction solutions and driving business development efforts in support of Fidelity’s ETF offering. He has extensive experience building teams that consult, design, and execute strategies to support Fidelity’s institutional clients’ ability to optimize their portfolio construction strategy through custom solutions and integrations with industry fintech solutions.

Before joining Fidelity in 2012, Mr. Goulet was vice president and product specialist for the iShares Product & Investment Consulting team at BlackRock. In this capacity, he focused on the iShares lineup of ETFs and was primarily responsible for working with financial advisors and RIAs to help them better understand the structural differences between various ETFs. Previously, Mr. Goulet worked in several sales and product roles within State Street Global Advisors’ North American Intermediary Business Group. He has been in the financial industry since 2006.

Mr. Goulet received his bachelor of business administration degree in finance from the University of Notre Dame. He is also a CFA® charterholder.  

Justin Hansen is a managing director of Global Strategic Accounts for MFS Investment Management®  (MFS®). In this role, he manages a team that covers important intermediaries throughout the world. Justin also runs the Retail SMA business and 529 business lines for the firm. Justin assumed his current position in 2015 and began his career in financial services in 2003,  when he joined MFS as an inbound sales representative after participating in the firm's co-op  program. In between, he has held multiple roles, including director of national accounts, managed account specialist wholesaling separately managed accounts, and internal wholesaler in the wirehouse division.   Justin earned a Bachelor of Business Administration degree with a minor in political science from  Northeastern University. He holds Series 7, 63, 65, 24, and 51 licenses from the Financial Industry  Regulatory Authority (FINRA).