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

May, 2025
Javelin Report
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...

December, 2024
Impact Note
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...

November, 2024
Impact Note
Political and Social Event Markets: A New Intelligence Opportunity for Wealth Managers

Political event markets inform portfolio risk management and bolster client engagement. Strategies to incorporate these predictive tools into the investment process expand client r...

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