David Himmel

David Himmel


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 services and technology. David has earned a Bachelor's Degree in Political Science from Lesley University.

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