[Friday, November 12, 2021 | San Francisco Bay Area] F2 Strategy, a WealthTech management consulting firm serving complex wealth advisory firms announced today the addition of Michelle Vine in the key position of Senior Consultant, Consulting Services. Vine joins F2 Strategy with experience at HannoverRe, Brown Brothers Harriman, E*Trade and Alliance Bernstein. In joining, Michelle becomes the newest member of the firm’s deep bench of WealthTech experts. In her role, she will focus on F2 Strategy’s Consulting Services and work with the firm’s clients to define their technology vision while also driving technology implementations.
Michelle brings over 17 years of industry expertise to the team focused on business/systems analysis and data design.
“What we’ve built at F2 Strategy is undeniably the largest team of experts in the market who understand what it takes to make the right technology decisions and can lead clients through those changes. Michelle helps us continue delivering exceptional knowledge and know-how to our clients, which is in such high demand in this market,” says Doug Fritz, Chief Executive Officer at F2Strategy.
“After years of working at some of the largest Wealth Management firms in the industry, F2 Strategy’s customized approach to WealthTech solutions and passionate client-centric model is what drew me to join the team, in addition to the founders’ emphasis on supporting a healthy work-life balance,” says Vine. “With deep industry experience in systems analysis and data warehouse design, I am excited to deliver highly effective solutions for our clients.”
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 23 employees, and works with firms representing $1.6T in AUM.
Media Contact
Liz Fritz | F2 Strategy
Direct: 650.400.4323
Email: media@f2strategy.com
