Trends in Wealth Management: 2022 and Beyond
Onawa Promise Lacewell, PhD
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
- Behind the Login of Wealth Management Client Portals
- Benchmarking of Value-Added Services for UHNW clients
- The Rising Popularity of Family Offices
- AI Throughout the Wealth Management Lifecycle
- UHNW Benchmarking
Howard Corey, who has more than 15 years of financial services industry experience, joined Cutter Associates in 2021 as a Senior Research Analyst. Howard’s broad experience in both wealth and asset management includes client services, portfolio operations, multi-asset class trade execution, and client performance reporting.
Before joining Cutter, Howard was a Wealth Advisor with Shorepoint Capital Partners. His prior roles include Chief Operating Officer at One Charles Private Wealth, an SEC Registered Investment Adviser, and Principal at Partners Capital Investment Group, where he managed the US Client Services Team and was responsible for multi-asset class trading and client reporting for both private and institutional clients.
Howard earned a bachelor of arts in economics from Roanoke College and an MBA from Vanderbilt University’s Owen Graduate School of Management.
Neil Sheehan brings more than seven years of experience in the financial services industry to his Research Analyst’s role at Cutter Associates. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a global research and advisory firm focused on technology for financial institutions. 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.
Neil’s areas of expertise include the following:
• Experience working in US financial services and fintech product development, supporting back- and middle-office functions
• Strong research focus in BPO, RPA, intelligent automation, client experience, investment operations, financial planning, and portfolio construction
• Work featured in trade publications, such as Investment News, Financial Planning, Wealth Management.com, and Business Insider