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Craig Ramsey

Craig translates vision into action – ensuring alignment and driving operational excellence across the company. He leads the executive management committee and helps the team measure success to stay on track. Craig is a business builder with a background in corporate strategy, investment banking and consulting. He joined AdvisorEngine from WisdomTree – a global asset manager driven by research and technology (NASDAQ: WETF) – where he led strategy, helped establish an international presence and pushed the company beyond ETFs into technology solutions. Craig has prior experience at BofA Merrill Lynch, Accenture, Croft & Bender and UBS. He graduated from Vanderbilt University and completed coursework at London School of Economics and Peking University in Beijing. Craig serves on the advisory board for Back on My Feet, a nonprofit which combats homelessness through running and community support.

Blog Feature

AdvisorEngine  |  Digital Advice  |  Financial Advisors  |  Technology  |  Women in Wealth Management

Celebrating Carly de Diego, our Chief Client Officer

I feel fortunate to work with Carly de Diego. She brings positivity and intensity to her role on our leadership team here at AdvisorEngine.

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Blog Feature

Junxure CRM  |  Technology  |  Wealth Management

Christy Rogers uses running and technology to stay sharp

This operations and compliance coordinator started running during her lunch breaks.

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