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 Datos Insights. 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 experience in research and consulting to Datos Insights, primarily at the intersection of financial services and technology, and earned a Bachelor's Degree in Political Science from Lesley University.