“YOU KNOW YOU LOVE WHAT YOU DO WHEN A WHOLE DAY PASSES BUT IT FEELS LIKE YOU’RE JUST GETTING STARTED”
Who WE ARE
Having consulted with hundreds of financial advisory firms and financial institutions, we understand your business challenges. With over 20-years of industry consulting experience across the United States and Australia, we have almost seen it all.
First and foremost, we are industry specialists who leverage business consulting expertise and research insights to deliver advice to our clients. We prioritize your challenges, ask the right questions, listen carefully to your concerns and deliver detailed advice to drive positive change in your business.
We love what we do. We believe that by building stronger businesses, we improve the lives and the livelihoods of those that we work with.
About Us
Eliza De Pardo
Founder and Director of Consulting
A laser? A sharpshooter? Perhaps one word can’t describe Eliza but her amazing focus and ability to pinpoint a client’s strengths, weaknesses, and opportunities is what makes her so respected.
As the Founder and Director of De Pardo Consulting, Eliza brings deep industry expertise and a unique ability to bring clarity to clients needing an outside perspective.
Eliza launched De Pardo Consulting after almost a decade as a Co-Founder and a Director of FA Insight, a U.S. based research and consulting firm that exclusively served the financial services industry. While at FA Insight, Eliza worked with shareholders and executives of some of the industry’s largest advisory firms and financial institutions to address some of their most challenging business management needs. Focused on supporting firms in achieving superior performance, Eliza led FA Insight’s strategic growth and human capital offerings.
Following the acquisition of FA Insight by TD Ameritrade Institutional, Eliza collaborated extensively with TD Ameritrade, consulting and developing a wide range of research. She is a co-author of their flagship study the TD Ameritrade FA Insight Annual Study of Advisory Firms.
Eliza is frequently engaged to speak at industry conferences on a wide range of business management issues such as organizational design, compensation planning and mergers and acquisitions.
Previously, Eliza was with the widely recognized Moss Adams Business Consulting Group in Seattle Washington, where she served as a Senior Consultant.
Eliza has also worked in Australia as a Senior Consultant in advice strategy for the wealth management division of the National Australia Bank Group.
She holds a bachelor’s degree in commerce from Curtin University of Technology in Perth, Australia and a Diploma of Financial Planning from Deakin University in Melbourne, Australia.
Off the record
The Podcast I keep up with:
The Daily. It always makes me feel a little more plugged in and they are talented communicators.
My best travel tips:
Always pack two days of essentials in your carry on. You will thank yourself when your luggage misses the connection and you have an 8am meeting.
One tip I always keep in mind when giving a presentation:
Always smile when walking on stage. It’s a privilege to be invited.
Favorite quote:
“Keep your head up in failure and your head down in success” – Jerry Seinfeld
Your guilty pleasure:
Margarita pizza, a little red wine and listening to Yacht Rock on Spotify!
About Us
Dan Inveen
Director of Research
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. His research and consulting focus includes strategic planning, financial management, marketing, compensation, organizational design, operations, client servicing, and mergers and acquisitions.
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.
Off the record
My best travel tips:
Pack an extra phone charger and cord
Top tip for being a great researcher:
Stay focused on the key business decision that must be made and align your analysis accordingly.
Favorite quote:
“The harder you work, the luckier you get.” –Ted Lasso
My happy place:
Watching the sunset from a campsite on the Olympic coast, miles from the nearest road.
Best meal:
Turkey Leg Confit at Chicago’s Purple Pig
