Neil Sheehan is a wealth management analyst based out of Celent’s Boston office. His research centers around the role technology has within investment operations and its involvement in wealth management.
Prior to joining Celent, Neil worked at Brown Brothers Harriman as a business analyst on the fintech project development team. He led initiatives supporting middle office operations including cash administration and corporate actions. Before transitioning to the fintech department, Neil was a supervisor on the corporate action’s notification team where he was tasked with globalizing the team’s functions.
Neil graduated with a Bachelor’s degree in Finance and a minor in Economics from Providence College.
18 September 2020This report is a continuation of the three-month study of the North American financial planning technology market covered in Celent’s report The…
13 August 2020Reviewing a financial plan was already becoming a more digitally interactive engagement pre COVID-19, but the switch to 100% virtual in a matter…
12 August 2020COVID-19 has prompted many Wealth Management firms to reevaluate investment priorities for 2020 and beyond. The following report attempts to pro…
3 June 2020Neil Sheehan and Will Trout discuss trends and COVID-19's impact on outsourcing for Wealth Managers.
Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only)29 January 2020 08:30 - 11:30 EST (13:30 GMT, 14:30 CET)
CanadaOVERVIEW: Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020 This exclusive, invitatio…