Our team brings experience from across the wealth management technology ecosystem.

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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.

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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.

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Chief Client 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 has 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.

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Chief Information Officer

Tim oversees our technology initiatives from beginning to end. He has over 25 years of experience developing software and leading teams to build enterprise solutions. Most recently he served as CIO of Junxure CRM before its acquisition by AdvisorEngine in January 2018.  

Previously, Tim served as a Managing Director for Charles Schwab, overseeing development organizations that built financial management applications including PortfolioCenter and Intelligent Portfolios. Tim brings a rich history of application, process, and product development in the financial, medical, and business software industries. Tim is an evangelist of efficient agile processes that focus organizations on building solutions around business value. He has worked in development and architecture roles for IBM and GE Healthcare creating industry leading solutions for document and medical information processing before transitioning to management positions for LMS Medical Systems, Hill-Rom, and Charles Schwab. Tim holds a Bachelor of Science in Computer Science from the University of Maryland.

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Chief FINANCIAL Officer

Mike is responsible for accounting and finance. He has over 20 years of leadership experience at public and private companies building infrastructure, streamlining operations and driving growth. Most recently he served as Vice President of Junxure CRM before its acquisition by AdvisorEngine in January 2018.

Mike is a thought leader and has served on the Institute of Finance & Management (IOFM) Editorial Advisory Board and has been a frequent contributor to the Controller’s Report, AR & O2C (Order-to-Cash) and AP & P2P (Procure-to-Pay) publications. Mike holds a Bachelor of Science in Marketing from Johnson & Wales University, as well as a Master of Business Administration from the Citadel.



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.




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.