Dave is senior manager at F2 Strategy. With over 20 years of experience in financial services and wealth management, he is a seasoned business architect who integrates technology and strategy to create value for clients and stakeholders. Dave is an Alum of BCG Platinion, where he developed and executed go-to-market strategies for digital transformation using Salesforce and other platforms in various practice areas. He leverages his unique understanding of the business and technical needs of wealth management organizations, and his expertise in core CRMs, portfolio management systems, data and digital platforms and process improvement to optimize performance and growth. Dave is also a skilled leader who prioritizes integrity and values when developing individuals and teams. His passion lies in helping firms navigate complex transitions and achieve their goals with agile methodologies and customer-centric solutions. Dave lives in San Francisco.

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

Doing good with Tech in wealth management means leveraging technology to enhance client wealth and well-being. It involves using innovative tools for ethical investments, sustainable practices and personalized financial planning—ultimately creating a positive impact on both individual lives and the broader world. 

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

In the future, WealthTech will blend smart tech and financial know-how, changing how we manage money. Advisors will use AI for personalized strategies, augmented reality for virtual consultations and easy interfaces for user-friendly planning. Sustainable investing will become standard, and decentralized finance could shake things up. Quantum computing will speed up analyses, and the mix of neuroscience and behavioral economics will offer deep insights into money habits. It's a high-tech makeover for how we handle our finances!

Want to age yourself? What has changed the most since you started out in the industry?

In the past 25 years, WealthTech has transformed massively thanks to advanced tech. From no internet to now using AI and big data, traditional models shifted, making investment strategies accessible with robo-advisors. We moved from spreadsheets to a digital world where tech and data shape financial planning. The surge in sustainable investing mirrors broader societal changes. It's been an exciting journey, and the future holds even more innovation.