[Monday,November 22, 2021 | San Francisco Bay Area] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms, announced today the addition of Anita Wong in the key position of Manager within our OCTO services team. Wong joins F2 Strategy with experience from Wells Fargo and Charles Schwab. In joining, Anita becomes the newest member of the firm’s deep bench of WealthTech experts.
Anita brings over 15 years of industry expertise to the team focused on complex integrations, data conversions, fee optimization projects, investment processes (trading, settlement and reconciliation) and testing.
“What we’ve built at F2 Strategy is undeniably the largest team of experts who understand what it takes to make the right technology decisions and can lead clients through those changes. Anita helps us continue delivering exceptional knowledge and know-how, which is in such high demand in this market,” says Doug Fritz, Chief Executive Officer at F2 Strategy.
“Being part of the team at F2 Strategy gives me the opportunity to learn and evolve alongside technology experts who are committed to thinking outside the box on exciting projects every day,” says Wong. “Inspired teams empower clients, and that is true for the firms we serve at F2 Strategy. It is incredibly rewarding to help our clients serve end-investors in high-tech, high-touch ways.”
About F2 Strategy
F2 Strategy, creator of Outsourced CTO (OCTO),is a WealthTech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions.
A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco, currently has 23 employees, and works with firms representing$1.6T in AUM.
Liz Fritz | F2 Strategy