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.
With today's discussions about personalization and direct indexing, tax optimization is top of mind for most wealth managers. Offering tax optimization can be a significant value-add and differentiator, but it's a multi-dimensional, complex process.
In this research, we review the different ways that wealth managers can apply technology to support scaling tax optimization, with a specific focus on tax-loss harvesting. We also explore the pros and cons, current trends, and outlook for both wealth managers and vendors associated with the tax optimization space. As a Cutter member, you have access to the full report and related content.