Our team brings experience from across the wealth management technology ecosystem.
FOUNDER & CEO
Rich Cancro is the Founder and Chief Executive Officer of AdvisorEngine. Rich is the driving force behind AdvisorEngine—setting the strategic and product vision and overseeing the company’s operations. Rich has more than 25 years of experience creating innovative wealth management solutions, reinventing technology platforms, and driving financial growth.
Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America/Merrill Lynch where he was Head of the RIA custody business and responsible for developing their Global Wealth and Investment Management financial planning and reporting tools. Prior to that, Rich created industry-leading solutions for J.P. Morgan/Bear Stearns and DLJdirect. Rich holds a Bachelor of Arts from Gettysburg College.
Chief operating officer
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.
SVP & HEAD OF BUSINESS DEVELOPMENT
David Coyle is Senior Vice President and Head of Business Development at AdvisorEngine. He is responsible for all aspects of business development including client relationships and partnership opportunities. David has a unique blend of technology and business knowledge gained from more than 20 years of experience in the financial and wealth management industry.
Prior to joining AdvisorEngine, David worked as part of the wealth management team for Interactive Data Corporation—helping financial services and wealth management firms to provide market data, mobile tools and web tools to customers and financial professionals. David also served in business development and sales roles with BlackBerry, Outercurve Technologies and Northstar System, though he began his career as a private client advisor with Merrill Lynch. David holds a Bachelor of Science in Marketing from Messiah College.
FOUNDER, CFO & DIRECTOR
David Scalzo is a Founder, Chief Financial Officer and Director at AdvisorEngine, supporting business development, client management and the financial operations of the company. He 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 and Director of Operations for Precision Plating Company. David holds a Bachelor of Science in Mechanical Engineering from Northwestern University, a Master of Science in Manufacturing Engineering from the Illinois Institute of Technology, a Master of Science in Engineering from Northwestern University, and a Master of Business Administration from the Kellogg School of Management at Northwestern University.
Vladimir Baranov is a Founder and Chief Technology Officer(CTO) of AdvisorEngine. He oversees the company’s software development and technological operations. He has nearly 15 years of experience designing and building successful technology solutions.
Prior to AdvisorEngine, Vladimir was the CTO of NestEgg Wealth, a next-generation technology company that pioneered online wealth management in partnership with financial advisors. He has also served as President of Avtomat Software and has 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. Vladimir holds a Bachelor of Arts in Computer Science and a Bachelor of Science in Computer Engineering from Stony Brook University, as well as Master of Business Administration degrees from both Columbia University and the London Business School.