[Tuesday, October 26, 2021 | Silicon Valley, CA] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms, announced today the addition of Chris Candelaria in the key position of Senior Manager, Wealth Technology Strategist. Candelaria joins F2 Strategy with experience from Bank of the West, LPL, Loring Ward, First Republic, MyVest, BNYMellon, BofA and Natixis.
In joining, Chris becomes the newest member of the firm’s deep bench of expertise. In his new role, Candelaria will focus on our Core Consulting and OCTO offerings and work with clients to define their technology vision, while also owning and driving tech implementations.
Chris brings over 22 years of diverse industry expertise to the team encompassing customer service experience, digital product management, continuous improvement, change management, and SaaS-based technology delivery.
“The impact and growth of our business continues to be incredible to witness. Our Core Consulting and OCTO services consistently add value early and often for our clients at a price point that works within their budgets. Chris helps us continue delivering exceptional knowledge and know-how, which is in such high demand in this market” says Doug Fritz, Chief Executive Officer at F2 Strategy.
“F2 Strategy’s client-centric approach to helping wealth management firms modernize their technology footprint, and having a reputation in the industry as a forward-thinking firm, is what attracted me to join the team," says Candelaria. "I’m so excited to be part of a creative team of first-movers and problem-solvers with a deep bench of industry experience you can’t find anywhere else.”
About F2 Strategy
F2 Strategy, creator of Outsourced CTO (OCTO), is a WealthTech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions.
A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco, currently has 20 employees, and works with firms representing $1.6T in AUM.
