[November 30, 2021 | San Francisco Bay Area] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms, announced today the addition of Carissa Turnell in the key position of Senior Manager within our OCTO services team. Turnell joins F2 Strategy with over 21 years of industry experience from organizations including FundCount, Parkside Financial Bank & Trust, Argos Family Office, Kennedy Capital Management, Matter Family Office and Ernst & Young. In joining, Carissa becomes the newest member of the firm’s deep bench of WealthTech experts.
Carissa brings a broad scope of WealthTech expertise to the team focused on optimizing operations processes and procedures that enable efficiency and scalability for our RIA, MFO and SFO clients.
“What we’ve built at F2 Strategy is undeniably the largest team of experts who understands what it takes to make the right technology decisions and can lead clients through those changes,” says Doug Fritz, Chief Executive Officer at F2 Strategy. “Our OCTO offering consistently adds value early and often for our clients at a price point that works within their budgets. Carissa helps us continue delivering exceptional knowledge and know-how, which is in such high demand in this market."
“As a senior member of the F2 Strategy team, I’m eager to bring my expertise to the table to help our clients meet their goals – while at the same time, learning from our amazing team of experts who have a level of WealthTech knowledge that is unmatched in our industry,” says Turnell. “Most of all, I am excited to help firms identify their goals and position themselves for future growth through enhanced operations and technology.”
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.
Media Contact
Liz Fritz | F2 Strategy
Direct: 650.400.4323
Email: media@f2strategy.com
