Brandon Gage is a Managing Director at F2 Strategy and a new member of its CRM team. He joined F2 through its acquisition of Callaway Cloud Consulting, where he served as CEO, and I’m excited to introduce my team to new clients.

He’s spent more than 25 years building technology for wealth management firms. He started as Head of Technology at Bommarito Ciucci & Associates. Brandon then spent 14 years as Senior Vice President of Technology at United Capital Financial Advisers, followed by a role as Vice President at Goldman Sachs Personal Financial Management.

Before becoming Callaway’s CEO in 2023, he was a client of the firm for more than a decade. As CEO, he launched a fractional Salesforce admin service. He also gave financial advisors free AI agents, built on Salesforce Agentforce, that handle meeting preparation and follow-up.

Money is personal, and that’s what drives him to keep pushing what technology can do in wealth management. He’s optimistic that technology will give every client, large or small, access to a truly personalized wealth management experience.

Predict the future: What do you think technology will enable wealth and asset management firms to do five years from now that they cannot do today?

Believe technology can bring a personalized wealth management experience to every client, regardless of size.

What are you most passionate about in your role at F2 Strategy?

As a new member of F2’s CRM team, I look forward to connecting new clients with the people who will support them.

Who or what inspires you in your work?

What drives me is the deeply personal relationship people have with their money, and finding new ways for technology to support it.

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