Carissa focuses on optimizing operations processes and procedures that enable efficiency and scalability for our clients. Carissa has spent most of her career in the Multi Family Office, Single Family Office and RIA space. She has developed operations and technology teams and built up capabilities that enable wealth management firms to increase accuracy and efficiency in order to be scalable for growth. She keeps a close eye on WealthTech vendors’ innovations to help firms choose the right tech stack for their individual needs. Carissa lives in St. Louis.

What are you most passionate about in your role at F2 Strategy?

I am excited to leverage my knowledge about WealthTech vendors and my experiences at other firms to help firms grow.

What excites you most about the WealthTech industry right now?

Due to COVID, market success, and firm growth, firms are finally starting to spend more appropriate amounts on technology.

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

Allowing advisors and firms to spend more time on their primary focus, “the client” and less time on operations and technological challenges.