ADVISORENGINE PORTFOLIO SOLUTIONS INC. of RALEIGH, NC is an SEC-registered investment adviser (CRD 336317). Regulatory assets under management: $176.4M.
Compensation: % of AUM.
Clients served: Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Richard V Cancro | PRESIDENT AND CEO | Gainesville, FL |
| Craig Ramsey | CHIEF FINANCIAL OFFICER | New York, NY |
| Edward H Dane | VICE PRESIDENT | — |
| Carly Jo De Diego | VICE PRESIDENT | — |
| Beth Ann Haddock | CHIEF COMPLIANCE OFFICER/ CLO AND SECRETARY; CHIEF LEGAL OFFICER | — |
| Michael James Durette | CHIEF COMPLIANCE OFFICER | — |
| Joshua James Monroe | CHIEF INVESTMENT OFFICER | — |