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Strategic Advisor
Areas of Expertise: 
Advisor Trends
Customer Relationship Management (CRM)
Digital Content Marketing
Financial Planning and Retirement Income
Insurance/Independent Broker-Dealers
Practice Management
Product Distribution/Wholesaling
Registered Investment Advisors (RIAs)
Dennis Gallant is a Strategic Advisor for Aite-Novarica’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity...  MORE
Associate
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Client Engagement and Reporting
Customer Onboarding
Customer Relationship Management (CRM)
Digital Wealth Management
ESG
Fee-Based Business and Separately Managed Accounts
Financial Planning and Retirement Income
Registered Investment Advisors (RIAs)
David Himmel is an Associate at Aite-Novarica Group collaborating with senior members of the Wealth Management team on various research and consulting initiatives. David brings five years of research and consulting experience to Aite-Novarica Group, primarily at the intersection of financial...  MORE
Head of Securities & Investments Insights & Advisory
Areas of Expertise: 
Buy-Side Governance
Buy-Side Portfolio Management Systems
Customer Onboarding
Data Management
Financial Planning and Retirement Income
Institutional Asset Owners
Insurance/Independent Broker-Dealers
Product Distribution/Wholesaling
Vendor Management
Gavin Little-Gill is Aite-Novarica Group's Head of Securities & Investments, collaborating with the Directors and Advisors of the Wealth Management and Capital Markets practices to grow the business and deliver exceptional products and services. Gavin has a passion for working with firms to...  MORE
Strategic Advisor
Areas of Expertise: 
Digital Transformation
Digital Wealth Management
International Private Banking
Regulations
Meghna Mukerjee is a Strategic Advisor on the Wealth Management team writing about market trends as well as regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on...  MORE
Strategic Advisor
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Alternative Investments
Client Engagement and Reporting
Core Systems
Customer Relationship Management (CRM)
Digital Assets
Digital Transformation
Digital Wealth Management
Emerging Markets
ESG
International Private Banking
Know Your Customer (KYC)
Philanthropic Advisory
Practice Management
Wally Okby is a Strategic Advisor for Aite-Novarica’s Wealth Management practice, focusing on international private banking and socially responsible investments. He has covered the offshore private banking space for 10 years while living in Luxembourg and Dubai. His mandate was to provide hands-on...  MORE
Director, Wealth Management Practice
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Data and Analytics
Digital Transformation
Fee-Based Business and Separately Managed Accounts
Registered Investment Advisors (RIAs)
Retail Clearing and Custody
Alois Pirker is the Director of Aite-Novarica's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning, separately...  MORE

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