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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 as Chief Client Officer. Her leadership directly benefits the wealth management firms that use our technology every day. So it’s well-deserved that Carly is getting some industry attention. Just this week alone, she  was interviewed by leadership publication Authority Magazine and received special recognition from a group called NYC Fintech Women.

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Blog Feature

Advisor Marketing  |  AdvisorEngine  |  Kredible  |  Technology  |  Wealth Management

5 Essentials for an Effective Financial Advisor Website

Do you remember the last time you read an actual newspaper? Or printed out a map to get you where you needed to go? How about shopping? Did you go to the actual store or simply visit Amazon.com? Think about the now-enormous Amazon. Jeff Bezos launched it out of his garage 24 years ago. The website officially opened for business as an online bookseller but now functions as an e-commerce giant. It’s unbelievable to look back at changes this website has undergone over the years.  We can all learn an important lesson from Amazon and its website; change can be good, change can be productive and most importantly, change can help us grow.

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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. 11 marathons and 75 half-marathons later, Christy Rogers has hit her stride as a leader🏃

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