Bryce Carter Joins the F2 Strategy Executive Team as Senior Manager, Wealth Technology Strategist

May 14, 2021

[Friday, May 14, 2021 |San Francisco Bay Area] F2 Strategy, the leading boutique management consulting firm serving complex wealth advisory firms announced today the addition of Bryce Carter in the key position of Senior Manager, Wealth Technology Strategist. Carter joins F2 Strategy with experience at Wells Fargo and Washington Mutual.  In joining, he becomes newest member of the firm’s high growth team. In his new role, Bryce will focus on delivering our outsourced CTO offering (OCTO™) which offers an all-in-one solution to technology innovation strategy and guidance for small to mid-sized wealth and asset management firms.

Bryce brings over 20 years of industry experience to the team specifically focused on large-scale integrations and tech transformations. Bryce’s extensive experience at Wells Fargo with investment processes and the automation of trading aligns well with F2 Strategy’s vision and the OCTO™ offering.

“The impact and growth OCTO™ is having in our industry has been incredible to see. This offering consistently adds value early and often for our clients at a price point that works within their budgets. Bryce helps us continue delivering exceptional OCTO™ focused knowledge and know-how which is in such high demand in the market” says Doug Fritz, Founder and CEO at F2 Strategy. “Bryce’s passion for intersection of technology with the business, supplemented with his deep industry knowledge helps us continue to differentiate ourselves in the marketplace with his hands-on practical experience and enthusiasm".  

F2 Strategy’s innovative approach to transformation and top tier reputation in the industry is a huge part of why I’m excited to join the team”, says Carter. “Helping our clients build best-in-class digital client experiences and participate in their journey is what excites me most about joining F2 Strategy".

About F2 Strategy

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.

Media Contact

F2 Strategy
Direct: 650.400.4323

Latest Insights