David Beckoff

Areas of expertise:

Advisor Trends, Digital Wealth Management, Wealth Management in the Banking Channel

David Beckoff, a recent addition to the WISE (now Datos Insights) team, is a research advisor with 15 years of experience delivering high-impact analysis to executives across public, private, and nonprofit sectors. He specializes in guiding organizations toward data-driven decision-making.
In 2021, David joined Deloitte as a senior manager and research leader, where he shaped thought leadership and industry outlooks. Prior to that, he led research, benchmarking programs, and educational events as part of the senior management team at the Manufacturers Alliance. During his seven-year tenure at Gartner (formerly CEB), he directed strategic research initiatives and developed best-practice case studies and decision support resources for wealth management executives. He has also held senior research roles at the Association for Financial Professionals and Freddie Mac.
David holds an M.A. in History and a B.A. in History and Public Policy from Brown University.