Dan Inveen
Director of Research and Industry Data Intelligence
Dan helps executives gain a better understanding of how to achieve success in the financial advisory marketplace. Dan leads major research initiatives for De Pardo Consulting, identifying trends in the distribution and demand for financial advice, as well as best practices in firm management.
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 charter holder.
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 charter holder.
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