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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 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 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.
As CIO of AdvisorEngine, Raj manages all technology efforts that help run, grow and transform the AdvisorEngine solutions.
Raj brings over 25 years of experience in the technology financial services industry in Wealth Management, Strategic Technology & Architecture, Treasury Services and Primary & Secondary Securities Market. Prior to joining AdvisorEngine, Raj was a Managing Director at Pershing’s BNY Mellon and managed the Common Services, Architecture and Innovation division. Along with managing many teams, Raj was the Pershing Digital Officer, a Technology Executive Committee member, and a Technology Priority Committee member. During his time in Pershing, Raj also created the Advanced Technology Labs that produced multiple innovations for Pershing solutions. Raj holds both a Master’s and Bachelor’s degree in Computer Science, a Bachelor’s degree in Communications Arts and Media, a Certificate in Finance and a Series 7 & 24.
Beth Haddock serves as Chief Legal Officer of AdvisorEngine. She develops and leads our corporate legal strategy and serves as a member of the executive management team.
Beth has been dedicated to regulation and financial services for 20+ years: as a litigator, legislative aide on Capitol Hill and lead corporate attorney and compliance officer at global and early-stage financial services and fintech companies including AXA Financial, Brown Brothers Harriman and Guggenheim Investments. Beth is active in the legal and regulatory compliance field as an author, speaker, trustee and Chair of NSCP Fintech and Blockchain Forum.
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.
George has spent his career helping wealth management firms use technology to achieve their strategic objectives. As Head of Sales, he uses a consultative approach to match client needs with AdvisorEngine capabilities. His responsibilities include driving sales and relationship management.
Over the last 25+ years, he has visited thousands of advisor offices gaining a deep understanding of the challenges and opportunities facing financial advisors. He has a track record of delivering positive results through partnering and collaboration with clients and prospects.
Prior to joining us, George was managing director at TD Ameritrade Institutional. In this role, he led the sales and relationship management team, including practice management, wealth management and technology consulting.
David is responsible for all aspects of business development including client relationships and partnership opportunities. He works with advisors from firms of every size across the 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.
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.