
Cam Sheehan is a business development leader at F2 Strategy focused on helping banks, trust companies, and wealth management firms navigate technology transformation. He brings deep WealthTech expertise from leadership roles across strategy, product, sales enablement, and business development, including positions at Addepar, BNY Mellon | Pershing, Envestnet | Tamarac, Invent, and Moss Adams. At F2, Cam partners with financial institutions to assess technology needs, identify modernization opportunities, and execute vendor selection and implementation strategies.
Based in the Seattle area with his wife and two daughters, Cam is a Washington State University alumnus who enjoys flying, biking, and travel in his spare time.
Technology should solve real problems for advisors and their clients. Too often, firms adopt systems because they're trendy or because everyone else has them. The goal should be making advisors' lives easier and giving clients better experiences, whether that's cleaner reporting, faster portfolio updates, or tools that actually help with financial planning. That's where tech creates real value.
Build relationships early and stay curious about how technology shapes the business. The wealth and asset management space is evolving fast. The firms that win are the ones willing to rethink how they operate, not just optimize what they've got. Find mentors who've been through transformation and learn from their wins and mistakes.
The leaders I've worked with who have pushed their organizations to do hard things. People willing to challenge the status quo and rebuild systems instead of just patching them. I'm also inspired by the teams at F2 and at client firms who are doing the real work of transformation. It's easier to talk about modernization than it is to execute it well, and I'm inspired by people who are actually making it happen.

Cam Sheehan is a business development leader at F2 Strategy focused on helping banks, trust companies, and wealth management firms navigate technology transformation. He brings deep WealthTech expertise from leadership roles across strategy, product, sales enablement, and business development, including positions at Addepar, BNY Mellon | Pershing, Envestnet | Tamarac, Invent, and Moss Adams. At F2, Cam partners with financial institutions to assess technology needs, identify modernization opportunities, and execute vendor selection and implementation strategies.
Based in the Seattle area with his wife and two daughters, Cam is a Washington State University alumnus who enjoys flying, biking, and travel in his spare time.
Technology should solve real problems for advisors and their clients. Too often, firms adopt systems because they're trendy or because everyone else has them. The goal should be making advisors' lives easier and giving clients better experiences, whether that's cleaner reporting, faster portfolio updates, or tools that actually help with financial planning. That's where tech creates real value.
Build relationships early and stay curious about how technology shapes the business. The wealth and asset management space is evolving fast. The firms that win are the ones willing to rethink how they operate, not just optimize what they've got. Find mentors who've been through transformation and learn from their wins and mistakes.
The leaders I've worked with who have pushed their organizations to do hard things. People willing to challenge the status quo and rebuild systems instead of just patching them. I'm also inspired by the teams at F2 and at client firms who are doing the real work of transformation. It's easier to talk about modernization than it is to execute it well, and I'm inspired by people who are actually making it happen.