Let's Make Bold Moves Together

We are former Wealth Management executives who decided to break the model for strategy consulting and create a partner firm we wished we had in our previous roles. F2 Strategy is your go-to partner to transform your wealth management technology business. 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.

Doug Fritz

Founder & CEO

Doug Fritz is CEO and Founder of F2 Strategy, Inc, a leading technology and marketing consulting firm to the wealth management industry. Prior to founding F2 Strategy, Doug was Chief Technology Officer for First Republic Private Wealth Management where he led the execution of the Wealth Tech Roadmap and introduced transformative technology to an amazing, client-focused firm. The new tools he rolled out for their portfolio managers will enable FRB to continue its stellar client experience reputation well into the 21st century. Prior to joining First Republic, Doug was senior vice president at Wells Fargo Wealth Management where he ran strategy, implementation and support for the Portfolio Management Desktop including portfolio analytics, advisor dashboard, compliance and proposal generation. Doug was poised for success for these roles after years as a management consultant for KPMG Consulting. Doug is frequently quoted in the media on a wide range of transformative industry topics. He earned a BA in Russian and International Business from S. Illinois University and started his career in Russian Equities at Credit Suisse in Moscow.

Paul Boscacci

Head of Operations & Performance Analytics

Paul Boscacci joined F2 Strategy in 2018 to lead our Performance Analytics and Reporting practice. Prior to joining F2, Paul was a Senior Vice President at First Republic Wealth Management where he was responsible for the strategy and development of the firm’s performance analytics and reporting platform. Paul has held innovation and leadership roles with The Presidio Group, Offit Capital Advisors, Offit Hall Capital Management and Kaspick & Company where he was responsible in various capacities for the development and management of operations, client service, compliance and technology functions including the design and implementation of client performance reporting solutions. He holds an MBA from the Yale School of Management and a BA in Integral Liberal Arts from St. Mary’s College of California.

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Liz Fritz

Chief Marketing officer

Liz Fritz is Chief Marketing Officer at F2 Strategy yet brings a unique passion for the client experience from her days working directly with clients as a wealth manager for a presigious global private bank. Today, as an HNW and UHNW marketing industry expert, Liz helps her institutional and individual clients build a unique brand to increase awareness among target audiences. Before having her own firm, Liz was Head of Wealth Management Communications for Bank of the West | BNP Paribas where she led cross-channel integrated communications and content marketing strategy for a global organization. Prior to Bank of the West, Liz was the Director of Communications at Ascent Private Capital Management of U.S. Bank where she was a founding member of the executive team that successfully built and launched the marketing infrastructure for U.S. Bank’s prestigious ultra-high-net-worth segment. During her tenure, she launched the comprehensive brand strategy which included defining the value proposition, executive messaging, web design, CRM alignment, client journey mapping and the suite of sales materials to support the process.

Scott Lamont

Wealth technology strategist

Scott Lamont is a Wealth Technology Strategist with F2 Strategy, a global wealth management technology and marketing consulting firm focused on addressing the widening gap between expectations of affluent clients and their wealth management experience. Scott is specifically focused on guiding his clients through their entire technology roadmap journey from ideation to execution. As a former senior executive at Brown Brothers Harriman, Scott has led global technology teams in support of their Private Banking, Investment Management and Investor Services businesses. Scott is a proven innovator in the design and development of new technolgy solutions, as well as the integration of complex vendor products into existing infrastructures and the re-engineering of applications to extend their capabilities. He earned a BA in Economics from Wake Forest Univesity and an MBA from the Columbia Business School, and he currently resides in New York City.