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 financial planning and reporting tools. Rich also created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect.
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Craig is a business builder with a background in corporate strategy, investment banking and consulting. He joined AdvisorEngine from WisdomTree 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.
Carly brings over 15 years of leadership in the financial services industry-leading training, product development and client success teams. She has garnered years of valuable experience working with custodians, managed accounts, clearing, and middle and back-office functions. Prior to joining us, she worked for TD Ameritrade and Bank of America Merrill Lynch.
