Financial Planning Blog

Ned is an experienced leader with an extensive background in asset management, wealth management, high-net-worth solutions, sustainable investing, financial technology and institutional retirement. As chief growth officer, he develops and implements AdvisorEngine’s overall growth strategy in alignment with the organization's goals and objectives. Ned collaborates with our cross-functional teams to create and execute effective marketing, sales and product strategies. Over the last 30+ years, Ned has built businesses, led high-performing teams and developed innovative solutions to meet the needs of high-net-worth investors. He is an accomplished public speaker and industry expert on high net worth, multi-generational wealth, generational insights and sustainable investing. Prior to joining AdvisorEngine, Ned was chief strategy officer at Aidentified. His career comprises senior roles at OppenheimerFunds, Merrill Lynch, AXA Advisors and Putnam Investments. Ned also serves on the boards of several philanthropic and cultural organizations, including The University of New Hampshire Foundation, The Frick Museum in Pittsburgh and The Helen C. Frick Foundation.

• Connect with Ned Dane