Joe Price is a senior manager on F2 Strategy’s Consulting Services team. For over 15 years, he has been a noteworthy leader in WealthTech, managing teams that develop and deliver exceptional client experiences and specializing in investment analytics and performance reporting products for wealth managers and family offices. Prior to joining F2, Joe was a director at fintech startup Bullet Point Network, where he led data visualization product management and support. Previously, Joe managed the strategic initiative to implement a consolidated performance reporting framework for First Republic Bank's $80 billion private wealth management business and headed the portfolio analytics group at Hall Capital Partners, a $30 billion investment advisor for ultra-high net worth individuals. Joe is located in San Francisco. On the weekends, you might find him feeding wolf eels at the California Academy of Sciences in Golden Gate Park, where he volunteers as an aquarium diver.
“Better.” “Faster.” “Smarter.”
I am most passionate about discovering and implementing new solutions that empower advisors and delight clients.
Disruption – it’s finally happening.
Streamline the processing of unstructured data for alternative investments – think of the data extraction and processing capabilities of Bill.com, QuickBooks, and Turbotax and then apply them to the current labor-intensive and error-prone processes for alternative investment data.