Dan Inveen
Director of Research and Industry Data Intelligence
- 30+ years in research and strategy
- Co-founder of FA Insight
- CFA Institute charterholder
Dan has assisted businesses with research and strategy development for more than three decades.
Once part of the Moss Adams consulting team that pioneered the field of advisor “practice management” in the mid-2000's, Dan later co-founded FA Insight in partnership with Eliza De Pardo. Their boutique consulting and research firm quickly grew to become a trusted partner for many of the industry's most successful advisory businesses as well as major custodians, broker dealers, fund companies and trade associations.
Following the acquisition of FA Insight by TD Ameritrade in 2016, Dan worked as a Senior Consultant with TD Ameritrade, leading data collection, analysis and maintenance of the FA Insight advisor benchmarking research offering.
Dan began his career as a government economist, including several years leading the Bureau of Economic Research in the U.S. Virgin Islands, before overseeing the marketing research function for Russell Investments. Dan holds bachelor's and master's degrees in economics from the University of Washington and is a CFA Institute charterholder.
Working with Eliza was a transformative experience for our firm. She guided us in developing a focused strategic plan that aligned with our long-term vision.
We hired Eliza and her team to help us think through an M&A strategy as our firm had not done any transactions at that point in time. Since that engagement, we have done over three dozen transactions and have grown our enterprise value 20x. Her wisdom and insight moved us in the right direction.
Eliza De Pardo was instrumental in the reshaping of our advisory firm from an ad hoc collaborative effort to a harmonious ensemble of technicians working together as planning teams to enhance the overall client experience.
Beacon Pointe engaged with Eliza at a pivotal point in our evolution. She worked directly with the board of Beacon Pointe and was quite intuitive with her assessment of the situation. Her knowledge and experience was exhibited in a wisdom that was delivered in a professional yet direct manner.
As Carlson Capital Management approached a unique nexus in the development of our firm, we required expert, independent counsel to help us confront the challenges and limitations within our existing (legacy) advisory structure. Eliza uniquely blends the art of data-gathering and interviewing to present solutions that are custom-fit to the needs and mission of the organization.
I am most appreciative to have worked with Eliza. Her experience and knowledge are evident immediately as we worked through the discovery process. Her grace and patience allow for the intersection between the business goals and execution of those goals. The coaching on implementing the plan is as valuable as the plan itself.
We engaged with Eliza to assist our firm to reset our strategic agenda, having significantly broadened our ownership group. Eliza was masterful in guiding our group; from gathering the background information, to guiding us over the two-day program.
Eliza understands the wealth management industry - and our business - as well as anyone I’ve met. She helped us map a clear, strategic human capital and organizational development plan that positions our firm for a sustainable and successful future. Her insights and guidance have been invaluable.
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