Reid Soberman grew up in the Boston area and graduated from Northeastern University with a B.S. majoring in economics. Although he started off his career on the institutional side of the business, he decided that his passion was to help people with their personal finances rather than focusing on large institutional clients. Reid holds his series 6/63/65/7 registrations, life and health and his variable line of authority. He also has a great deal of experience in personal life insurance , buy sell agreements and key person insurance.
Cerulli Associates specializes in worldwide asset management and distribution analytics. Since 1992 we have blended original research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications and an interactive data platform, we provide financial services firms with unparalleled guidance in strategic positioning and new business development. Beyond our Boston headquarters, we have offices in London and Singapore. Our clients include virtually all of the top 50 global asset management firms, as well as banks, broker/dealers, insurance companies, consulting firms, and private equity firms.
Analysis Group provides economic, financial and business strategy consulting services to law firms, Fortune 500 corporations and government agencies. The company assists law firms with pretrial discovery, economic model development, testimony preparation and litigation analysis. It advises corporate and government clients on a wide range of business issues, such as financial planning, asset valuations, market studies and acquisition evaluations. Analysis Group employs a staff of more than 300 professionals that collaborates with universities to produce advanced insights. The company s practice areas include energy, entertainment and media, intellectual property, innovation management, commercial damages, telecommunications and securities. It maintains locations throughout the United States and Canada. Analysis Group was founded in 1981 and is headquartered in Boston.
