Rich Cancro
CEO & Founder at AdvisorEngine | New York, New York, United States
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Rich Cancro is the visionary founder and CEO of AdvisorEngine, a pioneering fintech platform that is redefining the landscape of financial advice. With a steadfast commitment to innovation, Rich leads a talented team that is dedicated to creating a future where financial advisory services are not only personal and scientific but also aesthetically appealing. Under his leadership, AdvisorEngine has developed an award-winning platform that empowers financial advisors to enhance their client relationships and streamline their operations.
Rich's expertise spans a diverse range of areas, including business management, product development, and portfolio management. His deep understanding of capital markets and securities has been instrumental in shaping the strategic direction of AdvisorEngine. He is passionate about automating the pain points that often hinder advisory practices, allowing advisors to focus on what they do best: providing exceptional service to their clients. Key projects under his guidance include the integration of advanced analytics and AI-driven tools that enhance client engagement and optimize investment strategies.
Rich's vision extends beyond mere technology; he believes in a holistic approach to financial advice that combines cutting-edge solutions with a deep understanding of client needs. This philosophy has not only driven AdvisorEngine's growth but has also positioned the company as a leader in the fintech space. As a husband and a dedicated professional, Rich balances his personal and professional life with the same passion and commitment he brings to his work, continually striving to elevate the standards of financial advisory services for the benefit of both advisors and their clients.
CEO & Founder at AdvisorEngine in January 2013 to Present
Head of Money Manager Services, Managing Director at Merrill Lynch in June 2009 to March 2012
Head of Investment Advisor Services, Managing Director at J.P. Morgan in June 2008 to May 2009
Head of Product Development, Senior Managing Director at Bear Stearns in December 2002 to May 2008
Director at DLJdirect in January 1993 to January 2002
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Business Management
Wealth Management
Product Development
Financial Services
Portfolio Management
Business Strategy
Management
Financial Advisory
Investments
Leadership
Hedge Funds
Alternative Investments
Asset Management
Securities
Equities
Fixed Income
Capital Markets
Strategy
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Discover more about AdvisorEngineWhat is Rich Cancro email address?
Email Rich Cancro at [email protected] and [email protected]. This email is the most updated Rich Cancro email found in 2026.
What is Rich Cancro phone number?
Rich Cancro phone number is +12016558887 and +19188517995.
How to contact Rich Cancro?
To contact Rich Cancro send an email to [email protected] or [email protected]. If you want to call Rich Cancro try calling on +12016558887 and +19188517995.
What is Rich Cancro net worth?
Rich Cancro has an estimated net worth of $150,000 to $249,999
What company does Rich Cancro work for?
Rich Cancro works for AdvisorEngine
What is Rich Cancro's role at AdvisorEngine?
Rich Cancro is CEO & Founder
What industry does Rich Cancro work in?
Rich Cancro works in the Financial Services industry.
Rich Cancro Email Addresses
Rich Cancro Phone Numbers
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