SAN FRANCISCO – June 2, 2023 – F2 Strategy, a leading wealth management technology services firm, today announced Ed Wright as the newest member of its consulting services team, joining an already formidable group of industry experts as a senior manager. An industry veteran with over 25 years of experience, Ed combines extensive understanding of portfolio and document management, client relationship management (CRM), and operations workflow solutions. In addition, he brings valuable leadership experience in family office, trust company, RIA operations and technology, as well as in overseeing SaaS delivery teams.
"Ed's diverse professional background makes him an ideal fit for his new role at F2 Strategy," said Doug Fritz, co-founder and chief executive officer at F2 Strategy. “We are confident that his track record working with prominent fintech firms, as well as his in-house experience at an RIA and family office, will be instrumental in serving our clients' best interests."
In Ed's most recent position as Vice President, Product Delivery at Skience, he led the SaaS delivery and training teams. Prior to that, he held a range of leadership, product management, and partner relationship roles at SS&C Salentica. Additionally, Ed served as the Managing Director of a family office, registered investment advisor (RIA), and trust company, where he successfully oversaw the implementation of customer-focused projects.
“I’m excited to get to work and make a significant impact for F2 clients,” said Wright. “I’m passionate about identifying optimal solutions that align with their objectives, enabling them to leverage technology to its fullest potential and unlock maximum value.”
F2 Strategy supports existing technology teams within the wealth management, family office, and registered investment advisory (RIA) spaces, helping them align their technology platforms and distribution channels with the high-touch wealth management experience their clients expect. These professionals deliver consulting and outsourced chief technology officer (OCTO™) services to firms collectively totaling $1.6T in assets under management (AUM).
For more information about F2 Strategy’s consulting services, visit https://www.f2strategy.com/.
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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 its 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 by Liz and Doug Fritz.
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