Financial services industry veteran Catherine "Cat" Davies has been named CEO of Innovayte, a new custody and clearing company supporting independent registered investment advisors and broker-dealers by providing forward-looking solutions to help them serve their clients and grow their businesses.
The companies Equity Advisor Solutions and ETC Brokerage came together under new leadership to form the new company.
Davies has more than 25 years of financial services leadership experience and most recently was at Hightower for over four years, most recently as chief solutions officer for the past 2.5 years, according to her LinkedIn profile.
Before Hightower, she was a vice president at Fidelity Investments for nearly five years.
Prior to that, she served two different stints Charles Schwab, first as key account manager and investment specialist for Schwab Advisor Services from 1998 to 2005 and later, from 2008-2014, as Schwab senior relationship manager. In between, she was director of marketing and business development at RGT Wealth Advisors for three years.
