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Bryce Carter
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Bryce Carter

Senior Manager, OCTO
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Bryce serves as an OCTO Lead at F2 Strategy where he connects deeply with each of his clients to help them solve problems along their unique journey. With enthusiasm, thoughtfulness and a product mindset, he brings value to clients by understanding their many complexities and building a team of experts who drive innovation forward. After launching his career in banking as a teller in college (back when online banking was a new and emerging product), he took on various banking roles and finally moved to Wells Fargo Wealth Management where he spent seven years implementing investment models for clients in managed accounts. There he learned the many complexities of large-scale trading, the connections of disparate systems, and the importance of data. From there he spent seven years as a senior strategic leader focused on the implementation of multi-year initiatives at Wells Fargo. Bryce lives in Austin where he enjoys mountain biking with his wife, three kids and two dogs.

Previous Experience
  • Wells Fargo
  • Washington Mutual
Up Close with
Bryce

What excites you most about the WealthTech industry right now?

I am excited to see wealth providers connect deeply with their clients with clean and clear processes which are elegantly designed and enabled by great technology.

Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?

I am no futurist, but advisors will avoid using mutual funds thanks in part to widespread adoption of fractional shares and perhaps work with clients in VR in an immersive experience connecting to their values that is additive to their understanding of their wealth journey.

What does the phrase, “Do Good with Tech” mean to you?

To me “Do Good with Tech” means to be helpful and solve problems with enthusiasm, thoughtfulness and a little humor along the way.

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