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. Neil has a strong focus in BPO, RPA, Intelligent Automation, Client Experience, Investment Operations, Financial Planning and Portfolio Construction. Neil’s work has been featured in trade publications, such as Investment News, Financial Planning, Wealth Management.com and Business Insider.
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.
6 May 2021
There is no denying the wealth management market is telling us that planning software is a must have. Turnkey Asset Management Platform’s (TAMPs…
29 April 2021
Representatives of the wealth managmenet industry gathered at Celent's Live Wealth Management Session at I&I Week 2021. Under the theme of Accel…
20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
12 March 2021
Intelligent automation projects are worth exploring as they can directly decrease the cost of operations while improving scalability and reducin…
6 May 2021 13:00 - 14:00 EDT (18:00 BST, 19:00 CEST)
United StatesAccording to research, COVID-19 has accelerated digital transformation in financial services by 3 years. This is a great opportunity to market t…
19 November 2020 03:00 - 04:00 EST (08:00 GMT, 09:00 CET)
United StatesSee Investorcom's VendorMatch profile. Given the winds of political change and the SEC’s October 26 roundtable on Regulation Best Interest, Dan…
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…
21 April 2021
It really picked up speed in the last three years, according to Celent’s Wealth Management Analyst Neil Sheehan, who noted some of the progress…