Leadership Team

The Leadership Team at AdvisorEngine is responsible for setting the strategic vision and direction of the company, ensuring alignment across all departments to drive innovation in digital wealth management. This team of executives, including the CEO, COO, and CIO, collaborates to enhance operational efficiency, oversee product development, and foster growth initiatives that empower financial advisors and their clients. Through their combined expertise, they aim to propel AdvisorEngine as a pioneering force in the industry.