David Himmel

David Himmel

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

Blogs

May 4, 2022
With total global digital asset market capitalization growing from roughly US$20 billion as of year-end 2016 to nearly US$3 trillion in November 2021, digital assets have found their place in certain private and institutional clients’ balance sheets—largely outside the purview of classic financial advisory relationships.  In fact, activity at Coinbase, one of the largest digital asset...
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