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Greg Elliott
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Greg Elliott

Senior Consultant, Consulting Services
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Greg is a senior consultant on F2 Strategy’s Consulting Services team where he 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.

Previous Experience
  • Stratos Wealth Partners
  • LPL Financial (Formerly FINRA licensed Series 7, 66, 24)
Up Close with
Greg

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

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.

Who or what inspires you in your job?

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.

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

“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.

Latest Insights from

Greg

Latest Insights

Think Advisor: 4 Ways RIAs Can Create Better Performance Reports
Think Advisor: 4 Ways RIAs Can Create Better Performance Reports
News

Think Advisor: 4 Ways RIAs Can Create Better Performance Reports

Mergers and Acquisitions: 14 Critical RIA Technology Considerations
Mergers and Acquisitions: 14 Critical RIA Technology Considerations
Insight

Mergers and Acquisitions: 14 Critical RIA Technology Considerations

Latest Insight from

Greg

Latest Insight

Think Advisor: 4 Ways RIAs Can Create Better Performance Reports
News