Chief Executive Officer, ETC Brokerage and Innovayte

Catherine “Cat” Davies is the Chief Executive Officer of Innovayte. Innovayte is a full-service custody and clearing firm that specializes in supporting and servicing independent RIAs, introducing broker dealers and hybrid advisors. Cat is responsible for creating a strategic plan with new branding and marketing, expansion and implementation of strategy to a full-scale plan, and leading the team to create a scalable, technology-enabled business service platform with broad portfolio of complimentary products and services.

Prior to joining Innovayte, Cat worked at Hightower as the Chief Solutions Officer responsible for the development, management and adoption of Hightower’s business solutions and services. Prior to joining Hightower, Ms. Davies brought more than 25 years of strategic experience to firms such as Fidelity Investments and Charles Schwab.

President and Chief Operating Officer

Jon is the President and Chief Operating Officer of ETC Brokerage Services. With three decades of leadership expertise in broker dealer and RIA custody roles, Jon is a seasoned executive who has made significant contributions to the financial industry.

In his most recent role as Managing Director at Charles Schwab Advisor Services, Jon oversaw critical functions such as Trading, Middle Office, Client Service, and Operations. Jon has also served in Sales capacity roles, where he was responsible for cultivating relationships with RIA clients.

Jon holds a B.S. in Business Administration with a minor in Math from the State University of New York at Oswego, in addition, he holds an MBA from Arizona State University. Along with his academic achievements, Jon boasts a comprehensive set of licenses, including Series 7, 9, 10, 24, 55, and 63. Beyond his professional pursuits, Jon is an avid reader of nonfiction books and a slightly below average guitar player. He also enjoys spending time outdoors with his wife and daughter.

Chief Compliance Officer

Jason has more than 20 years of financial services experience including senior management and executive level roles at E*TRADE, Folio Investing, and Goldman Sachs. Jason is a driven professional that has demonstrated progressive leadership experience in brokerage and compliance operations developing successful AML/KYC compliance, risk management programs and implementing procedures and controls to support key disciplines such as trading, client onboarding, financial crimes, and fraud investigations. He has extensive experience interacting with C-level executives through program governance, and skilled at relationship building to balance an effective compliance program while still advancing key business goals. Jason earned his bachelor’s degree in business from The University of Phoenix and his MBA from the Gies College of Business at the University of Illinois. He holds FINRA Series 7, 24, 99, SIE and 63 licenses and is also a Certified Fraud Examiner and Certified Anti-Money Laundering Specialist.

Chief Financial Officer

Misha Trukshanin, CFA, is Chief Financial Officer of Innovayte, where he shapes and executes the company’s financial strategy while providing strategic financial leadership to ensure organizational financial health and sustainability. Reporting directly to the CEO, Misha collaborates closely with the executive team to align financial objectives with overall strategic goals, including providing critical support for mergers and acquisitions activities.
Misha brings extensive financial services experience spanning investment management, strategic planning, and regulatory compliance across leading institutions. At Innovayte, he has demonstrated exceptional leadership through his progression from Director of Investment Products to Chief Financial Strategist, and ultimately to his current role as CFO.

Prior to his executive roles at Innovayte, Misha served as Senior Financial Business Analyst and Head of Business Owner Services & Solutions at Hightower Advisors, where he supported the development and successful launch of multiple client-facing wealth platforms for financial advisors. He participated in numerous successful acquisitions, conducting due diligence on potential targets and played a key role in launching the National Trust Company, collaborating with the Office of the Comptroller of the Currency during examinations.

Misha holds an MS in Accounting from Texas A&M University-Commerce, and an MS in Finance and MBA from The University of Texas at Dallas. He maintains the Chartered Financial Analyst (CFA) designation and holds comprehensive FINRA licenses including Series 7, 66, 27, 4, and 24.