For Immediate Release
[Monday, June 15, 2020 |Silicon Valley, CA] F2 Strategy, the leading boutique management consulting firm serving complex wealth advisory firms announced today the addition of Greg Negron in the key position of Senior Manager, Wealth Technology Strategist. Negron joins F2 Strategy from Capco, where he was a Managing Principal and becomes the sixth member of the firm’s senior leadership team. In his new role, he will focus on operationalizing consulting services capabilities to support the expansion of the firm driven by the new Outsourced CTO Solution (OCTO™) and provide a senior leadership presence in the Southeast, a rapidly growing market for F2 Strategy.
Greg brings over 25+years of industry and consulting experience in wealth management to the team. His time at Smith Barney, delivering investment advisory services to HNW clients as a financial advisor and investment manager, provides valuable insight and perspective into the needs of wealth managers. He put that experience to practical use at the Open Finance Network, where he led a business and technology team that developed an advisor desktop platform for the RIA and family segment. During his tenure in consulting, he has assisted a broad range of wealth management firms with identifying operational improvements and selecting technology solutions to support their growth strategy. At NTT DATA Consulting, he led the Capital Markets, Wealth& Asset Management practice for North America.
“I’ve known Greg for a long time and am thrilled to have him on the team. His extensive strategy consulting skills, along with his industry background, continue to amplify the F2 Strategy ethos of ‘lead from experience’ says Doug Fritz, Chief Executive Officer at F2 Strategy, “This hire is a strategic move for us. It adds an additional level of consulting acumen and firm management which will enable us scale and compete across a growing number of opportunities. F2 Strategy is actively executing upon our growth plans and Greg will add tremendous value during this time of exciting scale for the business.
Doug and I have known each other for over 10 years and I have followed F2 Strategy closely since it was founded in 2016,” says Negron, “the wealth management industry continues to evolve and I strongly believe that F2, and the strong team that Doug has assembled, is well positioned to meet the growing demand for technology focused consulting services.”
About F2 Strategy
F2 Strategy is the leading boutique consulting firm helping complex wealth management firms improve their technical capabilities across the entire client and advisor experience. F2’s recent launch of its OCTO™ offering expands strategy consulting and outsourced CTO services to many of the under-served middle-market wealth and regional bank markets.
Liz Fritz | F2 Strategy Chief Commercial Officer