Meet The Leadership Team
VastAdvisor unites experienced entrepreneurs, technologists, and data scientists to transform how financial advisors organically grow their practice.
Ian Karnell
Ian is a seasoned WealthTech founder and CEO of VastAdvisor, building AI-native systems that help wealth management firms scale client acquisition, compliance, and marketing intelligence. He previously co-founded and sold Truelytics to Envestnet and brings deep operating experience in go-to-market execution and regulated financial services.
Phil Gale
Phil is COO and Co-Founder of VastAdvisor, overseeing Customer Success and AI Compliance. He’s a seasoned operations leader with deep expertise in scaling AdTech platforms, driving growth, and building enterprise partnerships.
Edoardo M. Airoldi, PhD
Edoardo is Chief Data Officer at VastAdvisor, leading data science strategy and model innovation. A former Harvard professor, he brings deep expertise in causal inference and AI model design to advance predictive intelligence.
William Hoefle
William is Chief Financial Officer at VastAdvisor, overseeing financial strategy, governance, and operational performance. A seasoned finance leader, he brings deep expertise in corporate planning and value creation to support the company’s long‑term growth.
Zachary Karnell
Zachary leads Customer Success at VastAdvisor, partnering with advisors and enterprise firms to drive measurable results. He focuses on onboarding, training, and client success to ensure lasting growth and adoption.
Our Strategic Advisors
VastAdvisor’s Strategic Advisors are veteran operators across wealth management, compliance, data, and growth. They pressure‑test our roadmap, prioritize integrations (CRMs, ad platforms, compliance, analytics), and open doors to the partners our clients rely on. Their mandate is simple: keep us grounded in real outcomes—faster client acquisition, cleaner compliance, and auditable, enterprise‑grade workflows—so we ship what works and scale it responsibly.
Carson Group
Chief Strategy Officer
Dani Fava
Dani is a leading wealthtech strategist and innovation expert with over 20 years of experience in financial services. As a Strategic Advisor and Investor at VastAdvisor.ai, she helps shape the company’s vision for AI-driven growth solutions. Dani currently serves as Chief Strategy Officer at Carson Group and has held key roles at Envestnet and TD Ameritrade, where she pioneered advisor technology initiatives. Her work has earned her recognition as one of FinTech Magazine’s Top 100 Women in FinTech, InvestmentNews’ Women to Watch, and ThinkAdvisor’s IA25.
Woodgate Financial
Advisor/Speaker/Writer/Podcaster
Jason Pereira
Jason is a seasoned financial planner and fintech innovator with over 20 years of experience in wealth management. As a Strategic Advisor and Investor at VastAdvisor.ai, he provides guidance on product strategy and advisor-centric growth solutions. Jason holds multiple professional designations, including CFA, CFP® (Canada & U.S.), RFP, and TEP, and is recognized as an FP Canada Fellow. His expertise in integrating technology into advisory practices helps shape VastAdvisor’s mission to deliver scalable, compliant growth through AI.