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.
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.
CARLY DE DIEGO
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 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.
Chief Information Officer
Tim oversees our technology initiatives from beginning to end. He brings 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.
Chief FINANCIAL Officer
Mike is responsible for accounting and finance. He brings 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.
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.
George oversees advisor relationships in the Western United States. He uses his broad experience and industry knowledge to help advisory firms evaluate the financial experience that they are delivering to clients and employees. He takes pride in helping advisors grow assets and better connect with clients.
George has spent 20 years in financial services holding positions in a variety of roles including operations, marketing, and business development at some of the industry’s most widely known firms. Prior to his role at AdvisorEngine, George was the Vice President of Business Development at LPL financial, where he consulted with and recruited complex financial advisor enterprises, large teams, and institutions in creating growth strategies and converting to LPL’s broker-dealer and custody platform. George earned his Bachelor of Arts from the Ohio State University, and his Masters of Business Administration from the University of San Francisco.
Brad works with advisors in the Midwestern United States. He takes a special interest in getting to know clients and building long-term relationships.
Brad brings experience from roles at several major fintech companies, including eMoney Advisor. His years working in the financial services industry give him a deep understanding of advisor technology needs. He specializes in helping firms translate technology decisions into meaningful business outcomes. Brad studied at the University of Cincinnati in Ohio, where he currently resides. He enjoys spending time with his family, traveling and camping. Brad is a former PGA Member and served as the Head Golf Professional at a number of courses in Cincinnati.
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.