The latest senior wealth management executive moves in North America.

EisnerAmper
EisnerAmper, the global business advisory firm, has appointed Graham Rogers as a principal in the firm’s financial advisory services group. 

Rogers previously operated his own firm, Rogers Damages and Valuation Services LLC. He also held senior leadership positions at national and regional accounting firms; and served as an officer in the US Navy.

He has extensive experience of calculating economic damages and providing expert witness testimony for intellectual property matters including patent, trademark, and copyright infringement as well as theft of trade secret matters. He has testified in a number of federal jurisdictions and state courts. Additionally, Graham is a certified valuation expert of intangible assets. He also assists clients with their intangible asset needs including litigation damages, valuation, pricing, inventory and royalty audits.

“Graham has an invaluable combination of business advisory acumen and intellectual property experience,” Allen Wilen, national director of EisnerAmper’s FAS Group, said. “He’s a wonderful addition to EisnerAmper and will be a superb client resource in the rapidly growing area of intellectual property services.”

Based in North Carolina, Rogers has a BS in physical science from the US Naval Academy and an MBA in finance and economics from the University of Chicago. He is an Accredited Senior Appraiser by the American Society of Appraisers, a Certified Valuation Specialist and a Certified Licensing Professional. He is also a member of the Royal Institute of Chartered Surveyors and the Licensing Executive Society.

Envestnet
Envestnet has appointed former senior TD Ameritrade figure Dani Fava as its strategic development head, a new role at the firm.

Fava reports to Rich Aneser, group head of strategy, who joined in the first quarter of this year to build the new strategy office. The group partners with teams across the firm to run strategic development, engagement, and planning, including organic cross-functional efforts, external partnerships, inorganic M&A, and evaluation of growth opportunities.  

Most recently Fava was director of institutional innovation at TD Ameritrade Institutional, where she managed the launch of the iRebal portfolio rebalancing solution on the Veo platform, and the Model Market Center. She was also responsible for rolling out TD Ameritrade's voice-first capabilities, which deploy conversational AI for communicating with advisors. Prior to joining TD Ameritrade in 2012, Fava was a senior product manager and strategist at Fiserv.

(TD Ameritrade is in the process of being acquired by Charles Schwab, in one of the largest wealth management M&A deals of recent years.)

Fava, who has more than 15 years of wealth management and technology experience, was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019. She graduated from Wagner College with a bachelor of science in finance.