Danielle Fava, Angel Investor

Danielle Fava is Chief Strategy Officer at Carson Group, where she helps shape the firm’s long‑term vision and innovation agenda. She previously spent nearly four years at Envestnet, serving as Group President of Product Innovation and Head of Strategic Development, and earlier held senior leadership roles at TD Ameritrade Institutional. Her career has focused on advancing digital advice, product strategy, and institutional innovation across wealth management. Danielle also held product leadership roles at Fiserv and Citi, building expertise at the intersection of financial services and technology. As an angel investor, Danielle backs fintech companies modernizing financial services. Her most recent investment, Bridge, is a digital infrastructure platform focused on streamlining and transforming financial operations.