Rich Cancro, Founder & CEO
Rich Cancro is the Founder and Chief Executive Officer of AdvisorEngine. As the CEO, Rich sets the strategic vision, oversees the company’s business operations, and manages product strategy for AdvisorEngine. Rich has over 20 years of experience building and managing wealth management businesses, platforms and products. He has a successful track record of creating innovative solutions, re-inventing technology platforms and driving financial growth for his businesses.
Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America/Merrill Lynch where he was the Head of their RIA custody business (Money Manager Services) serving independent RIAs and their HNW clients. He was also responsible for their Global Wealth and Investment Management Financial Planning and Reporting tools. Prior to BofA/Merrill, Rich was a Managing Director at J.P. Morgan, where he was head of their Investment Advisor Services RIA custody business.
Additionally, he was a Senior Managing Director at Bear Stearns and Head of Product Development for their Broker Dealer-Investment Advisor Services clearing and custody business, as well as Group Program Manager for Pershing's NetExchange Wealth Management Technology Platform (now called NetX360 which has over 100,000 professional users). Rich also held various leadership roles, including Head of Investment Advisor Services and Head of Institutional Brokerage at DLJ Direct. Rich graduated with a B.A. in Business from Gettysburg College.
Vladimir Baranov, Founder & CTO
Vladimir Baranov is a Founder and Chief Technology Officer of AdvisorEngine. He oversees the company’s software development and technological operations. Prior to AdvisorEngine, he was the CTO of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors.
Vladimir was also President of Avtomat Software, which built custom technology products and provided consulting services to various industries. He held several positions at major financial firms including Citigroup, National Bank of Canada, Tradition North America and Deutsche Bank, where he built technical solutions in Equities and Derivatives.
He graduated from Stony Brook University with a B.A. in Computer Science and a B.S. in Computer Engineering, where he was actively engaged in robotics innovation. He holds two Global Executive M.B.As from Columbia University and London Business School.
David Coyle, SVP & Head of Business Development
David Coyle is SVP and Head of Business Development at AdvisorEngine. He is responsible for all aspects of business development including client relationships and partnership opportunities. With 20 years of experience in the financial and wealth management industry, David has a unique blend of technology and business side knowledge.
Prior to joining AdvisorEngine, David was with Interactive Data Corporation. As part of the Wealth Management team, he assisted financial services and wealth management firms with providing mobile and web tools and market data to customers and financial professionals. Before Interactive Data, David served in business development and sales roles with BlackBerry, Outercurve Technologies and Northstar Systems. Northstar was acquired by SEI Corporation. He began his career with Merrill Lynch as a Private Client Group Advisor for 10 years, and holds a Bachelor of Science from Messiah College.
David Scalzo, Founder & CFO
David Scalzo is a Founder and Advisor at AdvisorEngine, supporting business development, client management and the financial operations of the company. David has nearly 20 years of experience initiating, growing and managing businesses.
Prior to AdvisorEngine, David was the Chief Operating Officer for Securities Client Management at Credit Suisse as well as the Head of Investor and Client Services at Citadel Solutions (now Northern Trust). He also served as a Managing Director at Bear Stearns in charge of Strategy and Business Development for the Global Clearing Services Division. At Bear Stearns, he launched their Investment Advisor Services Business and served as COO.
Prior to joining Bear, he was the Director of Operations for Precision Plating Company in Chicago. David holds a B.S. in Mechanical Engineering from Northwestern University, M.S. in Manufacturing Engineering from the Illinois Institute of Technology, a Masters in Engineering Management from Northwestern University, and an M.B.A from the Kellogg School of Management at Northwestern University.