Carly de Diego

As a strategic leader with over 20 years experience driving operational excellence within the financial services and wealth management sectors, I thrive at the intersection of vision, execution and culture. As the Chief Administrative Officer (CAO) at AdvisorEngine, I am privileged to serve on the Executive Management Committee, shaping the company’s vision, resource allocation, organizational culture and strategic initiatives. In my role, I am committed to translating vision into execution. I oversee client operations, streamline processes to optimize efficiency and champion a culture of collaboration and accountability. As a leader of the program management organization, I spearhead cross-team collaboration and guide large-scale initiatives to successful outcomes, fostering coordination across departments. Acting as a trusted advisor to the CEO, I also bridge communication across departments and ensure alignment with the company’s strategic goals. My expertise extends to operations management, strategic problem-solving and program implementation, which allows me to effectively navigate the complexities of a high-growth organization. Passionate about transformation, I am deeply invested in making AdvisorEngine a leader in the wealth management technology space. Above all, I pride myself on being a culture carrier—committed to empowering teams, amplifying talent and delivering exceptional outcomes. I strive to attract, develop and retain high-performing teams while fostering an inclusive and engaging work environment. You can reach me at [contact omitted] or by messaging me here on LinkedIn.