AdvisorEngine leadership

AdvisorEngine Carly de Diego White Board

 

Rich Cancro AdvisorEngine

RICH CANCRO

FOUNDER & CEO

Rich is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy. 

Rich brings over 25 years of experience building wealth management technology. 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. Before that, Rich created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich holds a Bachelor of Arts from Gettysburg College.

Craig Ramsey AdvisorEngine

CRAIG RAMSEY

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 Bank of America Merrill Lynch, Accenture 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.

AdvisorEngine Carly de Diego

CARLY DE DIEGO

CHIEF ADMINISTRATIVE OFFICER

Carly works with financial advisory firms to drive growth and execute at scale. As the first employee hired at AdvisorEngine, she possesses in-depth knowledge of all our products and services.

Carly brings over 15 years of experience in the financial services industry leading training, product development and client success teams. Prior to joining AdvisorEngine, Carly worked as a business analyst at TD Ameritrade and was part of the Managed Account Advisors team at Bank of America Merrill Lynch where she garnered years of valuable experience working with custodians, managed accounts, clearing, and middle and back office functions. Carly holds a degree in Business Administration from Truman State University in Kirksville, Missouri.

Patrick Arnold AdvisorEngine

PATRICK ARNOLD

HEAD OF PRODUCT DEVELOPMENT

As head of product, Patrick sits at the intersection of product strategy, software development, design, and business development, helping shape products that solve real problems.

Patrick draws on more than 20 years of experience in portfolio management to drive innovation and help shape industry leading products for the wealth management space. He is responsible for taking ideas from conception to launch, participating in all phases of the software life-cycle, and working with agile software teams to design, develop and ship new solutions. Patrick holds a Bachelor of Science degree from the University of Scranton. 

John Tyres AdvisorEngine

JOHN TYERS

CHIEF GROWTH OFFICER

John serves as a cross-functional catalyst for growth at AdvisorEngine, aligning and optimizing sales and client relationship management. He is an innovative wealth management industry executive with over 25 years of experience in leadership roles in the RIA, Broker Dealer and Private Banking sectors.

John brings experience from Citizens Bank, Merrill Lynch, Bear Stearns and Charles Schwab. He is also the Founder and Managing Partner of Wealth Frameworks LLC, a wealth management industry consulting firm. John holds a Bachelor of Arts degree from The University of Georgia.

AdvisorEngine David Coyle

DAVID COYLE

SVP & HEAD OF BUSINESS DEVELOPMENT

David is responsible for all aspects of business development including client relationships and partnership opportunities. He works with advisors in the Eastern and Midwestern United States.

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.

AdvisorEngine Kathy Crowley

KATHY CROWLEY

BUSINESS DEVELOPMENT 

Kathy is responsible for all business development aspects for our Junxure product. She helps financial advisors deepen client relationships and run better businesses through our award-winning CRM software.
 
Kathy brings over 20 years of technology sales and personnel management experience. She has a proven track record of building and leading sales organizations. Kathy spends her days sharing the incredible value of Junxure with advisory firms. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them. Kathy holds a Bachelor of Science degree from Western Carolina University.
AdvisorEngine Vladimir Baranov

VLADIMIR BARANOV

FOUNDER & CTO

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.