Meet our team

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. 

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. 

Raj brings over 25 years of experience in the technology financial services industry. Prior to joining AdvisorEngine, Raj was a Managing Director at Pershing’s BNY Mellon. Along with managing many teams, Raj was the Pershing Digital Officer, a Technology Executive Committee member, and a Technology Priority Committee member. 

Beth has been dedicated to regulation and financial services as a litigator, a legislative aide on Capitol Hill and compliance officer at global and early-stage financial services and fintech companies including AXA Financial, Brown Brothers Harriman and Guggenheim Investments. She is also a distinguished author, speaker, trustee and Co-Chair of Web3 subcommittee for the New York City Bar Association (NYCBA) and member of the Regulatory Advisory Committee for the National Society of Compliance Professionals and the Compliance Committee for the NYCB.

Over the last 30 years, Ned has built businesses, led high-performing teams, and developed innovative products and 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. 

Patrick drives innovation and helps 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. 

Kathy helps financial advisors deepen client relationships and run better businesses through our award-winning CRM software. She spends her days sharing the incredible value of CRM with advisory firms. Kathy 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.