Bill Navarro
Bill is Managing Director at F2 Strategy. For more than 20 years Bill has led MD Solutions’ custom engineering, consulting, data, technology, and outsourcing divisions, working at the intersection of technology and strategy to streamline investment operations, optimize business processes, and future-proof client organizations. He works directly with clients to drive solutions that include migrations, custom reporting, automation, Advent upgrades, cloud hosting, IT conversions, digital transformation, custom application and software development, onboarding, training, implementations, and integrations.
Bill’s career began with a degree in finance and economics, which led to roles in portfolio and operations management at Reich & Tang. He then took a senior consulting position at Advent Software, where he met his future business partners. In 2004, we co-founded MD Solutions (MDS), leveraging over 30 years of combined experience in asset management, brokerage, and software consulting to offer affordable consulting, outsourced operations, custom reporting and integration services to clients. Bill lives in Jupiter, FL.
- MD Solutions
- Advent Software
- Reich & Tang
What are three words that describe how you do your job?
Collaboration, Resilience and Synergy
With a lifelong passion for basketball, I brought the values that shaped my athletic career—teamwork, resilience under pressure, and the power of building symbiotic relationships. These principles have been instrumental in my success.
What are you most passionate about in your role at F2 Strategy?
I'm passionate about finding innovative, efficient ways to serve clients and drive change in the wealth management industry. I look forward to collaborating with the team to create impactful solutions, leveraging marketing and technology to push the industry forward.
Who or what inspires you in your job?
Working as a team and learning from others for continuous improvement, with success defined not just by results but by the way you approach challenges and relationships.
"The main ingredient of stardom is the rest of the team." – John Woode
Bill Navarro
Bill is Managing Director at F2 Strategy. For more than 20 years Bill has led MD Solutions’ custom engineering, consulting, data, technology, and outsourcing divisions, working at the intersection of technology and strategy to streamline investment operations, optimize business processes, and future-proof client organizations. He works directly with clients to drive solutions that include migrations, custom reporting, automation, Advent upgrades, cloud hosting, IT conversions, digital transformation, custom application and software development, onboarding, training, implementations, and integrations.
Bill’s career began with a degree in finance and economics, which led to roles in portfolio and operations management at Reich & Tang. He then took a senior consulting position at Advent Software, where he met his future business partners. In 2004, we co-founded MD Solutions (MDS), leveraging over 30 years of combined experience in asset management, brokerage, and software consulting to offer affordable consulting, outsourced operations, custom reporting and integration services to clients. Bill lives in Jupiter, FL.
- MD Solutions
- Advent Software
- Reich & Tang
What are three words that describe how you do your job?
Collaboration, Resilience and Synergy
With a lifelong passion for basketball, I brought the values that shaped my athletic career—teamwork, resilience under pressure, and the power of building symbiotic relationships. These principles have been instrumental in my success.
What are you most passionate about in your role at F2 Strategy?
I'm passionate about finding innovative, efficient ways to serve clients and drive change in the wealth management industry. I look forward to collaborating with the team to create impactful solutions, leveraging marketing and technology to push the industry forward.
Who or what inspires you in your job?
Working as a team and learning from others for continuous improvement, with success defined not just by results but by the way you approach challenges and relationships.
"The main ingredient of stardom is the rest of the team." – John Woode
