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.

Fritz Louis-Charles is the Chief Operating Officer of Innovayte and brings more than 20 years of experience in financial services, with deep expertise in brokerage operations, clearing and custody, fintech, risk management, and business transformation. Throughout his career, he has focused on building scalable operations, developing high-performing teams, and leveraging technology and process improvement to drive efficiency and enhance the client experience.

Prior to joining Innovayte, Fritz served as Chief Operations Officer of Apex Fintech Solutions while concurrently serving as Chief Executive Officer of Apex Direct, its affiliated introducing broker-dealer. At Apex, he led enterprise-wide operations and played a key role in building and scaling the organization, including the formation and launch of Apex Direct. During his tenure, he built operating and client service models to support the firm’s growth, led significant technology and automation initiatives, and drove improvements in efficiency, risk management, and the overall client experience.

Earlier in his career, Fritz held leadership positions at JPMorgan Chase and TD Ameritrade, where he led brokerage operations, regulatory initiatives, technology implementations, and large-scale operational transformation efforts.

Fritz holds a B.A. in Social Sciences from San Diego State University and holds FINRA Series 7, 24, 27 and 53 licenses. In his spare time, he enjoys spending time with his family, traveling, and seeing live music.

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.