AdvisorEngine
Ned Dane, CAIA, serves as the Chief Growth Officer at AdvisorEngine since June 2023, where responsibilities include leading relationship management and sales teams to enhance client revenue and operational efficiency. Prior roles include Partner at Position A Partners, Chief Strategy Officer at Aidentified LLC, and Senior Vice President at OppenheimerFunds, where leadership focused on high net worth distribution. Dane's extensive experience encompasses various senior positions at Merrill Lynch, where responsibilities ranged from managing ultra-high net worth client solutions to overseeing multiple national sales teams and advisory programs. Dane also played a pivotal role as President at AXA Advisors and held significant positions at Putnam Investments. Educational background includes a BA in English from the University of New Hampshire.
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AdvisorEngine
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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.