Let's Make Bold
Moves Together

Who We Are

We believe the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. Most importantly, our team of experts have sat in your seat. We understand the opportunities and challenges in front of you. Our expertise and approach differentiate us from traditional management consulting firms – we’re a creative team of first-movers, doers, and problem-solvers with a deep bench of industry experience you can’t find anywhere else.

Bornstein-Bayer
Andrea
Chief Operations Officer

Leads all internal systems, consulting operations, and oversight of the management team through the development of tools and processes that will help optimize and automate the firm’s efficiency, team cohesion, firm performance, and client wellbeing.

Experience
  • First Republic Private Wealth
  • Wells Fargo Wealth Management
  • Advent
  • myCFO
Wong
Anita
Manager, OCTO

Talented industry veteran delivering a depth of experience with large-scale integrations, data conversions, fee optimization projects, investment processes (trading, settlement and reconciliation) and testing.

Experience
  • Wells Fargo
  • Charles Schwab
Carter
Bryce
Senior Manager, OCTO

Industry expert with experience in large-scale integrations, tech transformations, wealth management processes including trading, settlements, reconciliation and fees.

Experience
  • Wells Fargo
  • Washington Mutual
Turnell
Carissa
Senior Manager, OCTO

Savvy Wealth Tech leader with deep industry expertise in family office operations, management consulting and fund administration.

Experience
  • FundCount
  • Argos Family Office
  • Kennedy Capital Management
  • Ernst & Young
Candelaria
Chris
Senior Manager, Consulting Services

Execution-oriented industry leader with broadly diverse expertise encompassing customer experience, digital product management, continuous improvement, change management, and SaaS-based technology delivery.

Experience
  • Bank of the West
  • LPL Financial
  • Loring Ward
  • First Republic Private Wealth Management
Johnson
Dan
Director, OCTO

Authority in portfolio management systems implementation, investment performance conversions, centralized portfolio management and integrations with advisor-driven toolset for clients.‍

Experience
  • Wells Fargo Private Bank
  • Operations and Investment Management Advisory Council
Varitimos
David
Manager, OCTO

Results-driven HNW client journey expert specializing in operations automation, data mining and analysis, strategic workflow enhancements and change management.

Experience
  • Brown Brothers Harriman
  • State Street Bank
Fritz
Doug
Co-Founder & CEO

Founder and veteran wealth CTO leading our team of experts in frictionless operations, digital client engagement, performance and accounting systems selection and implementation, among many other areas for clients. Industry-acclaimed thought-leader, keynote speaker and awards judge.

Experience
  • First Republic
  • Wells Fargo
  • Credit Suisse
  • KPMG
Lacroix
Ernest
Senior Manager, OCTO

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).

Experience
  • Focus Financial
  • Fidelity Investments
  • Wealthbox CRM
McHattie
Frannie
Senior Consultant, Consulting Services

Proficient wealth management professional with exceptional talent in the areas of risk management, execution and investment product strategy.

Experience
  • Proprium Capital Partners
  • Morgan Stanley
Elliott
Greg
Senior Consultant, Consulting Services

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.

Experience
  • Stratos Wealth Partners
  • LPL Financial (Formerly FINRA licensed Series 7, 66, 24)
Baltes
Jen
Operations Program Manager

A solutions driven program and project management expert leveraging Agile, including Scrum, Kanban, XP and DevOps, to drive customer focused experiences.

Experience
  • Wells Fargo
  • US Bank
Price
Joe
Senior Manager, Consulting Services

Tenured HNW, UHNW and fintech executive leading projects focused on operations optimization, investment analytics, performance reporting implementations and data visualization projects.‍

Experience
  • Bullet Point
  • First Republic
  • Private Family Office
Delwiche
Katie
Manager, OCTO

Accomplished industry expert with executive leadership experience in tech transformation, large-scale process automation and program management.

Experience
  • Wells Fargo
  • AXA Investment Managers
  • Advantus Capital Management
  • Ameriprise Financial Services
Asher, CFA
Lisa
Senior Consultant, Consulting Services

Wealth tech innovation professional, TAMP specialist and CFA® Charterholder with expertise in the nexus of analytics, portfolio construction and financial planning.

Experience
  • XY Investment Solutions
  • Clearnomics
  • Fragasso Financial Advisors
  • First Annapolis Consulting
Fritz
Liz
Co-Founder & Chief Commercial Officer

Founder and well-known marketing executive in HNW and UHNW space. Head of all brand strategy, digital marketing, advertising, social media, content marketing, events and PR for F2 Strategy.

Experience
  • BNP Paribas
  • U.S. Bank
  • Capco
  • Wells Fargo
Vine
Michelle
Senior Consultant, Consulting Services

Ambitious, results-oriented senior finance professional with tenured experience in business/systems analysis and data design expertise.

Experience
  • Hannover
  • Brown Brothers Harriman
  • Alliance Bernstein
Betz, CFP
Mike
Senior Research Manager

Industry heavyweight with exceptional CTO and software implementation experience along with a strong passion for delivering on the promise of Fintech.

Experience
  • SS&C Advent
  • Affiance Financial
  • Orion Advisory Board
  • AdvisorNet Financial
Turner
Pam
Senior Manager, Consulting Services

Veteran results-driven wealth tech executive focusing on developing business solutions through the use of technology and translating business vision to IT strategy.

Experience
  • Investcloud
  • Deloitte
  • Ernest & Young
  • SunGard
Hilton
Phil
Manager, OCTO

Proficient program manager and scrum master with expertise in project management, release management, business analysis and agile coaching.

Experience
  • Pinterest
  • Wells Fargo
  • Legg Mason
  • Citigroup
Maniar
Samir
Senior Manager, Consulting Services

A proven leader with deep experience spanning data and technology integration, quality assurance, information management, solution architecture, change integration and operational effectiveness with focus on efficiency, managing risks and quality delivery.

Experience
  • Capco
  • NTT Data Consulting
  • Bank of America
  • Accenture
Lamont
Scott
Director, Consulting Services

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.

Experience
  • Brown Brothers Harriman Private Banking
  • Institutional Management and Investor Services
Dovey
Seb
Board Chairman

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.

Experience
  • Scorpio Partnership
  • Institutional Investor
Dhar
Sonya
Senior Consultant, Consulting Services

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.

Experience
  • Merrill Lynch
  • Morgan Stanley
  • JP Morgan Chase
  • Barclays