[Monday, December 7, 2020| San Francisco Bay Area] F2 Strategy, the leading boutique management consulting firm serving complex wealth advisory firms announced today the addition of Ernie Lacroix in the key position of Senior Manager, Wealth Technology Strategist. Lacroix joins F2 Strategy with experience at Focus Financial, Fidelity Investments and Wealthbox CRM. In joining, he becomes newest member of the firm’s high growth team. In his new role, Ernie 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/asset management firms.
Ernie brings over 20 years of industry experience to the team specifically focused in the RIA and Fintech spheres. Ernie’s extensive experience working with custodians & Fintech providers, as well as his experience working with RIAs to better scale their businesses, align well with F2 Strategy’s vision and the OCTO™offering.
“The impact and growth OCTO™ is having in our industry has been incredible to witness. This offering consistently adds value early and often for our clients at a price point that works within their budgets. Ernie helps us continue delivering exceptional OCTO™ focused knowledge and know-how, which is in such high demand in the market” says Doug Fritz, Founder & Chief Executive Officer at F2 Strategy. “Ernie seamlessly fits into our team of passionate, highly-experienced strategy, technology, and operations executives who represent some of the best minds in the industry. His passion for the client experience and deep knowledge of both the RIA and Fintech space helps us continue to differentiate ourselves in the marketplace with his hands-on practical experience and enthusiasm.
“F2 Strategy’s innovative approach of providing firms great advice and delivering expertise and value over time in a rapidly evolving world of technology is a major differentiator in the market”, says Lacroix. “Helping RIAs realize their vision of creating a technology-enabled firm that is built to scale and deliver a best-in-class experience for their advisors and, most importantly, for their clients 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.