Rebecca Daves/Consultant

Rebecca holds a BA in Economics and International Relations from the University of St Andrews in Scotland. She is also a CFA Charterholder and passed all three exams on her first attempt.  Prior to joining AGS, she worked for FactSet in London, focusing on integrating data and providing analytics solutions into wealth management workflows.

At AGS, Rebecca leads and project manages client engagements. She has a passion for building client relationships, developing custom solutions to business challenges, and leading the firm’s RIA compensation research.  When working on M&A mandates, she enjoys developing an ideal partner profile for clients and narrowing the universe of potential partners to achieve the best possible transaction alignment.

Rebecca lives in Seattle with her husband, Jakob, and son, Edvin. She enjoys sailing in the Puget Sound on her 38ft Dufour and exploring the Seattle restaurant scene.