Andy Buckley

Comedian, Actor & Senior Financial Advisor (In real life)

CFO of Dunder Mifflin on NBC's "The Office"

For the last decade, Andy Buckley served as a Financial Advisor at a major bank, part of group managing over $400M in personal assets. This was perfect background material for his fictional role as, David Wallace, CFO of the Dunder Mifflin Paper Company, playing opposite Steve Carrell on NBC’s hit comedy The Office.

Since The Office he's done recurring roles on HBO's hit comedies VEEP and Silicon Valley. Presently, Buckley has a recurring role as Tech Billionaire Richard Elia on the hit CBS show SCORPION. Recent roles include Bravo's first scripted comedy ODD MOM OUT, a Sex in the City type comedy set in the moneyed world of NYC's Upper East Side. As well, Buckley had a good supporting role in the much anticipated JURASSIC WORLD film.

Additionally, Andy has had supporting roles alongside Will Ferrell & Mark Wahlberg in ‘The Other Guys’ and in ‘Life As We Know It’ opposite Katherine Heigl & Josh Duhamel. He still keeps his position at the bank.

Born in Boston, Buckley spent time growing up in St. Louis, Chicago, South Florida. He attended Stanford where played on the golf team his first two years at school. He’s married with a son and resides in Los Angeles.

Rich Cancro

CEO @ AdvisorEngine

Rich is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy. 

Rich brings over 25 years of experience building wealth management technology. 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 Global Wealth and Investment Management financial planning and reporting tools. Before that, Rich created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich holds a Bachelor of Arts from Gettysburg College.

Craig Ramsey

COO @ AdvisorEngine

Craig translates vision into action – ensuring alignment and driving operational excellence across the company.  He leads the executive management committee and helps the team measure success to stay on track.  

Craig is a business builder with a background in corporate strategy, investment banking and consulting. He joined AdvisorEngine from WisdomTree – a global asset manager driven by research and technology (NASDAQ: WETF) – 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. He graduated from Vanderbilt University and completed coursework at London School of Economics and Peking University in Beijing. Craig serves on the advisory board for Back on My Feet, a nonprofit which combats homelessness through running and community support.

Raj Madan

CIO @ AdvisorEngine

As CIO of AdvisorEngine, Raj manages all technology efforts that help run, grow and transform the AdvisorEngine solutions.

Raj brings over 25 years of experience in the technology financial services industry in Wealth Management, Strategic Technology & Architecture, Treasury Services and Primary & Secondary Securities Market. Prior to joining AdvisorEngine, Raj was a Managing Director at Pershing’s BNY Mellon and managed the Common Services, Architecture and Innovation division. Along with managing many teams, Raj was the Pershing Digital Officer, a Technology Executive Committee member, and a Technology Priority Committee member. During his time in Pershing, Raj also created the Advanced Technology Labs that produced multiple innovations for Pershing solutions. Raj holds both a Master’s and Bachelor’s degree in Computer Science, a Bachelor’s degree in Communications Arts and Media, a Certificate in Finance and a Series 7 & 24.

Pat Arnold

Head of Product Development @ AdvisorEngine

As head of product, Patrick sits at the intersection of product strategy, software development, design, and business development, helping shape products that solve real problems.

Patrick draws on more than 20 years of experience in portfolio management to drive innovation and help 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. Patrick holds a Bachelor of Science degree from the University of Scranton. 

David Coyle

SVP & Head of Business Development @ AdvisorEngine

David is responsible for all aspects of business development including client relationships and partnership opportunities. He works with advisors in the Eastern and Midwestern United States.

David has a unique blend of technology and business knowledge gained from more than 20 years of experience in the financial and wealth management industry. Prior to joining AdvisorEngine, David worked as part of the wealth management team for Interactive Data Corporation—helping financial services and wealth management firms to provide market data, mobile tools and web tools to customers and financial professionals. David also served in business development and sales roles with BlackBerry, Outercurve Technologies and Northstar System, though he began his career as a private client advisor with Merrill Lynch. David holds a Bachelor of Science in Marketing from Messiah College.

Kathy Crowley

Business Development @ AdvisorEngine

Kathy is responsible for all business development aspects for our Junxure product. She helps financial advisors deepen client relationships and run better businesses through our award-winning CRM software.

Kathy brings over 20 years of technology sales and personnel management experience. She has a proven track record of building and leading sales organizations. Kathy spends her days sharing the incredible value of Junxure with advisory firms. She 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. Kathy holds a Bachelor of Science degree from Western Carolina University.

Billy Rueckert

Training & Consulting @ AdvisorEngine

Billy helps to provide best practices for first-rate usage of our platform through private training and webinars.

Tricia Cameron

Training & Consulting @ AdvisorEngine

Tricia helps to provide best practices for first-rate usage of our platform through private training and webinars.

Richard Barfield

Lead Onboarding Engineer @ AdvisorEngine

Richard's main focus is teaching our new clients and team members how to best navigate our products. He also plays an essential role in preparation for our onboarding process and always provides deep knowledge of all our AdvisorEngine applications. Helping clients is his top priority.

Robin Zeratsky

Technical Writer @ AdvisorEngine

Robin is responsible for all client-facing documentation, explaining what our products can do on our online help center. He also manages our in-product messaging, creating tooltips and walkthroughs that assist our clients as they use our applications. Robin's primary goal is communication; ensuring that whatever needs to be said is done in the most accurate, concise, and clear way possible.

William Schultz

Client Success Lead @ AdvisorEngine

Will is responsible for onboarding and training new wealth platform clients. He recently completed his Master of Education with a focus on Training and Development, Adult Learning. After serving for eight years in the United States Marine Corps as Military Police Officer, William transitioned to civilian life and has compiled several years of experience developing training content and delivering it to fellow employees as well as clients.