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Ned Dane, CAIA
Ned Dane is the chief growth officer at AdvisorEngine, an industry leading wealth platform owned by Franklin Templeton. In his role, Dane is responsible for developing and implementing AdvisorEngine’s overall growth strategy in alignment with the organization’s goals and objectives. He also leads the firm’s sales and client relationship teams.
Ned’s three decades of leadership experience spans asset management, wealth management and financial technology. He has built businesses, led high-performing teams, and developed innovative products and solutions to meet the needs of high-net-worth investors. He is an accomplished public speaker and industry expert on high-net-worth, multi-generational wealth, generational insights and sustainable investing.
Prior to joining AdvisorEngine, Ned was co-founder and chief strategy officer at Aidentified, a data intelligence company. His career includes senior roles at OppenheimerFunds, Merrill Lynch, AXA/Equitable Advisors, and Putnam Investments.
Ned serves on the boards of several philanthropic and cultural organizations, including The University of New Hampshire’s Sustainability Institute Advisory Board, The Frick Museum in Pittsburgh, and The Helen C. Frick Foundation.
