Brett is a Managing Consultant at F2 Strategy with over 25 years of industry experience across mutual fund operations and alternative fund administration. He brings deep expertise across custody, fund accounting, partnership accounting, investor services, treasury services, and project management, along with a strong foundation in operating model development, business and risk analysis, and policy and procedure design. 

Brett has extensive experience leading complex operations and driving operational optimization across accounting, regulatory, audit, and compliance functions. He has played a key role in client onboarding new product launches, fund conversions and defining business and technology requirements for large-scale system implementations. Known for his ability to execute, he consistently leads cross-functional initiatives spanning operations, legal, regulatory, client service, and compliance teams to deliver impactful results on time and within budget. 

Over the course of his career, Brett has held multiple leadership roles of increasing responsibility, beginning in mutual fund custody and accounting operations, where he helped lead the transition from paper-based to digital processes. He later moved into alternative investments, where he led teams across partnership accounting, investor services, treasury, and project management, supporting large-scale transformation initiatives. 

During his tenure at BNY Mellon, Brett drove operational excellence, including leading efforts to transition business operations and establish a fund administration presence within asset servicing. Most recently, he has supported client engagements focused on regulatory change implementation and large-scale fund conversions.  Brett is based in Boston.

What does the phrase, “Do Good with Tech” mean to you? 

It means using technology intentionally — not just to automate or modernize, but to create outcomes that genuinely improve the lives of clients, advisors, and investors. “Doing good” is about transparency, accessibility, and trust. It’s about designing solutions that reduce friction, expand access to advice, and help firms operate with integrity. Technology is powerful, but the impact comes from how thoughtfully we apply it.

What has changed the most since you started out in the industry?

The biggest shift has been the mindset around technology. When I started, tech was often seen as a cost center or a necessary upgrade. Today, it’s viewed as a strategic differentiator — a core part of how firms grow, compete, and deliver value. The rise of cloud-native platforms, data interoperability, and AI has transformed what’s possible and raised expectations across the board.

Who or what inspires you in your job?

I’m inspired by the people who are willing to challenge the status quo — the leaders who see beyond “how we’ve always done it” and push for better experiences, better data, and better outcomes. I’m also inspired by the teams on the ground who make transformation real. Their creativity, resilience, and commitment to clients are what drive this industry forward.