SAN FRANCISCO – January 9, 2023 – F2 Strategy, a wealthtech management consulting company serving complex wealth advisory firms, today announced Sarah McGilton, CFP® joins F2 Strategy as a Senior Consultant. With more than 15 years of experience in the finance industry, she will serve on F2 Strategy’s relationship management team, having most recently worked in client engagement roles at financial technology behemoth Envestnet and well-known software and data platform Addepar.
Prior to these posts, McGilton spent almost 10 years at Tamarac, working in a variety of roles supporting investment advisors including large registered investment advisors, broker-dealers and bank clients by enabling them to run their businesses with greater efficiency, scale and profitability via innovative technology solutions.
“Sarah’s extensive professional experience will add immense value to our clients, helping them to create an organized data warehouse and the tech stack they need,” said Doug Fritz, Co-Founder and Chief Executive Officer at F2 Strategy.
“I’m extremely passionate about the fintech world and that shines through in my work with clients,” she said. “I’m looking forward to creating partnerships with firms to help them build and enhance their tech stacks and to support their ongoing needs.”
F2 Strategy has been investing heavily in its human capital of late, adding Jessica Brar and Sarah Alford to its team of expert consultants, while promoting Pam Turner to Director and Greg Elliott to Manager of Consulting Services. This is in addition to doubling the size of its Executives in Residence program, as F2 Strategy continues to add high-level talent.
For more information about F2 Strategy’s Consulting Services, visit https://www.f2strategy.com/.
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, currently has 24 employees, and works with firms representing $1.6T in AUM.
