Rebecca Daves

Consultant at Advisor Growth Strategies LLC

Speaker

Rebecca Daves is a consultant at Advisor Growth Strategies. She works with wealth management teams on strategic planning, transaction advisory, compensation, equity, and succession planning engagements. She enjoys supporting RIAs in identifying their ideal future and building the tactics to achieve it.
She began her career at FactSet in London, where she worked with wealth managers and boutique asset managers on data and analytics solutions. She holds a BA in Economics and International Relations from the University of St Andrews in Scotland, and is a CFA charterholder.