Disha Bheda has experience in financial analysis, business operations, and ad operations. They have worked at companies such as Javelin Strategy & Research, GW Capital, Cisco, Buyerlink, and LifeStreet. Disha also spent time as a stay-at-home parent and volunteered as a financial secretary. They hold a BS in Computer Science and Economics from Stony Brook University and an MBA from Loyola Institute of Business Administration.
March, 2023 - present
Head, Wealth Management Practice New York at Odgers Berndtson
Wealth Management Practice Leader at REDW
Director, Wealth Management Practice at Aite Novarica
Principal Consultant, Wealth Management Practice Lead at Project Consulting Group (PCG)
Registered Representative | Shafik Hirani's Private Wealth Management Practice at Aligned Capital Partners Inc.