Greg serves as a subject matter expert in the implementation and daily operation of portfolio account and performance reporting technologies. Greg’s passion for Wealth Tech grew organically from his experiences as a senior operations analyst at Stratos Wealth Partners. There, Greg oversaw the firm’s vendor relationship with Orion Advisor Tech and managed the day-to-day operational maintenance and support for the firm. He also aided in the firm’s vision of creating elegant client/advisor experiences and goals of building efficiencies through innovative technology solutions. Along with the technical skills to help F2 Strategy clients with their WealthTech needs, Greg also possesses a passion for helping clients achieve their objectives through a well-crafted and implemented strategic plan. He lives in Cleveland.
I’m most passionate about helping clients re-engineer their daily goals into efficient workflows and pleasant experiences, knowing that my efforts to support them will have downstream positive impacts to their end clients. When working with our valued partners, I get excited when something I helped plan and implement results in a positive and meaningful change for the client.
At F2 we are surrounded with like-minded, intelligent and curious colleagues. The culture of having a team that will encourage you while also challenging you to pursue greatness is inspiring. When you surround yourself with a positive culture such as the one at F2, it is hard not to feel motivated day in and day out.
“Do Good with Tech” to me means having the fiduciary responsibility to support the clients’ efforts in making clear decisions in their journey toward technology adoption and change.