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Ernest Lacroix
Back to Team

Ernest Lacroix

Senior Manager, Consulting Services
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Ernie Lacroix is a senior manager on F2 Strategy’s OCTO team where he focuses on delivering outsourced CTO services to clients. As an RIA and FinTech insider, he brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors. Based in Rhode Island, Ernie is a devoted husband and father of two. From hiking in the summer to snowboarding in the winter, there is rarely a dull moment. He also enjoys rooting for his favorite sports teams—the Patriots, Red Sox, Bruins and Celtics.

Previous Experience
  • Focus Financial
  • Fidelity Investments
  • Wealthbox CRM
Up Close with
Ernest

What are three words that describe how you do your job?

I’d use “Quality”, “Proud” and “Professional”.

What excites you most about the WealthTech industry right now?

In a word, Blockchain.

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

Gone will be the days of data files being transmitted between institutions. Account, position, transaction, tax lots, etc. will reside in the blockchain. Account aggregation will change as we know it and the dawn of a true digital client experience will begin.

Latest Insights from

Ernest

Latest Insights

Financial Planning: 4 Ways To Make Your CRM Fantasy a Reality
Financial Planning: 4 Ways To Make Your CRM Fantasy a Reality
News

Financial Planning: 4 Ways To Make Your CRM Fantasy a Reality

Using CRM to Centralize Business Operations with Ernie Lacroix
Using CRM to Centralize Business Operations with Ernie Lacroix
Podcast

Using CRM to Centralize Business Operations with Ernie Lacroix

Latest Insight from

Ernest

Latest Insight

Financial Planning: 4 Ways To Make Your CRM Fantasy a Reality
News