THE INDUSTRY’S TOP TALENT
The Team at 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.
Mustafa is the Chief Compliance Officer for Innovayte and is a seasoned professional with a 25+ year career in the capital markets, clearing and custody industry, specializing in compliance, technology, program and vendor management, operations and new broker dealer set up. He has previously worked as a Vice President at Fidelity Investments and a Compliance Officer at JP Morgan. Mustafa consistently demonstrates an unparalleled understanding of the complexities within the financial landscape and brings that knowledge to Innovayte.
He holds a B.S. in Business Management from Kutztown University of Pennsylvania and holds his Series 7 and 24 licenses. In his spare time, he enjoys reading nonfiction books, occasionally partakes in half marathons, tries his hand at cooking and travels extensively.
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.
Misha Trukshanin, CFA, is Chief Financial Officer of Innovayte, where he leads the company’s financial strategy and provides executive-level financial leadership to support long-term growth and sustainability. Reporting to the CEO, he partners closely with the executive team to align financial objectives with strategic priorities, including mergers and acquisitions.
Misha brings deep financial services experience across investment management, strategic planning, and regulatory compliance. Since joining Innovayte, he has advanced through multiple leadership roles, including Director of Investment Products and Chief Financial Strategist, demonstrating a strong track record of operational and strategic impact.
Previously, Misha served as Senior Financial Business Analyst and Head of Business Owner Services & Solutions at Hightower Advisors, where he supported the launch of multiple advisor-facing wealth platforms, participated in numerous acquisitions, and played a key role in launching the National Trust Company while working closely with the Office of the Comptroller of the Currency.
Misha holds an MS in Accounting, an MS in Finance, and an MBA, maintains the CFA designation, and holds FINRA Series 7, 66, 27, 4, and 24 licenses.