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Andrew Besheer
Director, Wealth Management Practice
Areas of Expertise: 
Brokerage Operations and Compliance
Customer Onboarding
Digital Content Marketing
Digital Transformation
Post-Trade Processing and Technology
Practice Management
Registered Investment Advisors (RIAs)
Andrew Besheer is Aite-Novarica Group’s Practice Director for Wealth Management, collaborating with the Advisors of the Wealth Management practice to grow the business and deliver exceptional insights and services to clients. Andy has a passion for helping clients define go-to-market strategies for...  MORE
David Himmel
Senior 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 a Senior Associate at Aite-Novarica Group. In addition to broad support for the Wealth Management practice, he produces the team’s regular market sizing and benchmarking reports, and covers how channels within wealth management are evolving and converging. David brings prior...  MORE
Gavin Little-Gill
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
Meghna Mukerjee
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
Wally Okby
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
Greg Vigrass
Strategic Advisor
Areas of Expertise: 
Advisor Trends
Advisor-Focused Platforms and Tools
Brokerage Operations and Compliance
Client Engagement and Reporting
Custody
Digital Wealth Management
Electronic Trading
ESG
Fee-Based Business and Separately Managed Accounts
Registered Investment Advisors (RIAs)
Wealth Management
Greg Vigrass is a Strategic Advisor with Aite-Novarica Group's Wealth Management practice. He has extensive leadership and operational experience in brokerage and financial services, with specific expertise working in all areas of fee-based wealth management. Most recently, Greg was a Vice...  MORE

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