Financial Planning Across the Wealth Spectrum - Executive Summary

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Executive Summary

Neil Sheehan

Director

Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.

Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.

Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.

As wealth management has become more holistic, financial planning — from retirement planning to estate planning - has become a core part of the new wealth management value proposition.

This research includes a broad evaluation of financial planning tools for wealth managers, explores key differentiators between popular financial planning solutions, and discusses the different ways financial planning can be embedded in the modern wealth management value proposition.

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