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.
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.
Execution-oriented industry leader with broadly diverse expertise encompassing customer experience, digital product management, continuous improvement, change management, and SaaS-based technology delivery.
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.
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).
Wealth tech innovation professional, TAMP specialist and CFA® Charterholder with expertise in the nexus of analytics, portfolio construction and financial planning.
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.
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.