
Disha Bheda
Analyst, Wealth Management
Disha is an analyst at Javelin’s Wealth Management Practice. Before joining Javelin, Disha has held a range of roles in financial services and technology, including in investments research and operations, and as a financial analyst.
Originally from India, Disha studied economics and computer science at Stony Brook University in New York and finance from Loyola Institute of Business Administration, India.
Latest Insights
Digital Banking Threat Assessment: Robinhood
Robinhood is making news for its acquisitions, plans to add private banking services, the expansion of its crypto capabilities, and providing access to a network of financial advis...
Risk, Reward, and Relevance: Connecting with Gen Z Investors
Gen Z is forcing the investment industry to reassess its digital strategies to profitably build client relationships, present investment options, design digital experiences, and in...
Scaling Wealth Management as U.S. Household Financial Assets Grow
Wealth management professionals can now implement practical strategies for scaling high-touch services, leverage emerging technologies, and develop tiered service models that exten...
Want to get in touch with us