F2 Strategy is your go-to partner to transform your wealth management technology. We have an incredible team of industry experts and innovators from across the wealth management sector who are devoted to partnering with you to address the pain points currently challenging our industry.
Founder and accomplished veteran wealth CTO. Leads team of experts in frictionless operations, digital client engagement, performance and accounting systems selection and implementation, among many other areas for clients. Industry thought-leader, speaker and judge at In|Vest, American Banker, Financial Times, WM.Com, RIAIntel, InvestmentNews, Family Wealth Report, Financial Planning.
Industry luminary enabling F2 executive leadership to implement strategic growth plan. He is consultative, open, exceptionally well-connected and the person to launch F2 strategy into a successful expansion. Winner of Wealth Briefing Thought Leader of the Year, Thought Leader – in – Residence for Fitch Learning worldwide.
Rockstar project manager and business analyst overseeing end to end project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management and estimation. Maintains high degree of documentation standard and serves as a liaison between clients and external vendors to ensure project delivery.