Research & Advisory
Boston, United States


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 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.

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