F2 Strategy is the leading boutique management consulting firm helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience. We are the engine to empower your great decisions.
Authority in portfolio management systems implementation, investment performance conversions, centralized portfolio management and integrations with advisor-driven toolset for clients.
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.
RIA & Fintech insider focused on delivering our outsourced CTO offering (OCTO™) with expertise in advisor facing technology and the digital client experience (CRM, Financial Planning and Portfolio Management Systems).
Hybrid OSJ and Orion expert with elite operations and strategic experience in the execution of high tech, high touch solutions for advisors and end-investors.
Wealth tech innovation professional, TAMP specialist and CFA® Charterholder with expertise in the nexus of analytics, portfolio construction and financial planning.
Co-founder and well-known marketing executive in HNW and UHNW space. Head of all brand strategy, marketing, advertising, social media, content marketing, events, public relations for F2 and clients. Mom to our two youngest interns.
Sage expert focused on guiding clients through their technology roadmap journey. Proven innovator and integrator of complex vendor solutions into existing infrastructures and re-engineering to maximize capabilities.
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.