Dan Johnson
Dan Johnson is Senior Managing Director, Head of Wealth at F2 Strategy. An industry leader in wealth management technology and operations, Dan specializes in portfolio management system implementations, investment performance conversions, centralized portfolio management, and integrations with advisor-driven technology platforms.
Dan leads a team of experienced consultants that helps wealth management firms develop and implement technology strategies that simplify complexity, modernize operations, and create exceptional advisor and end-investor experiences. His collaborative approach and deep industry expertise have made him a trusted advisor to firms navigating technology transformation and operational change.
Prior to joining F2 Strategy, Dan served as Head of Advisor Technology at Wells Fargo Private Bank for more than 10 years, in addition to holding executive leadership roles in technology and program management throughout his career.
Outside of work, Dan is often coaching one of his four children in youth sports and enjoys giving back to his community through his work with Urban Ventures in Minneapolis.
- Wells Fargo Private Bank
- Operations and Investment Management Advisory Council
What are you most passionate about in your role at F2 Strategy?
Our clients are all about leaning into technology, which is exciting and unique for each client. They have different cultures and perspectives. No client is the same. It’s not just providing prudent and good council, we get stuff done and drive momentum within organizations.
Who or what inspires you in your job?
The ability to design the house and then build it.
What would you tell someone just starting out in the industry right now?
When it comes to technology – it’s only as good as the benefit it provides to the practice and the user. Don’t invest or use technology for technology sake.
Dan Johnson
Dan Johnson is Senior Managing Director, Head of Wealth at F2 Strategy. An industry leader in wealth management technology and operations, Dan specializes in portfolio management system implementations, investment performance conversions, centralized portfolio management, and integrations with advisor-driven technology platforms.
Dan leads a team of experienced consultants that helps wealth management firms develop and implement technology strategies that simplify complexity, modernize operations, and create exceptional advisor and end-investor experiences. His collaborative approach and deep industry expertise have made him a trusted advisor to firms navigating technology transformation and operational change.
Prior to joining F2 Strategy, Dan served as Head of Advisor Technology at Wells Fargo Private Bank for more than 10 years, in addition to holding executive leadership roles in technology and program management throughout his career.
Outside of work, Dan is often coaching one of his four children in youth sports and enjoys giving back to his community through his work with Urban Ventures in Minneapolis.
- Wells Fargo Private Bank
- Operations and Investment Management Advisory Council
What are you most passionate about in your role at F2 Strategy?
Our clients are all about leaning into technology, which is exciting and unique for each client. They have different cultures and perspectives. No client is the same. It’s not just providing prudent and good council, we get stuff done and drive momentum within organizations.
Who or what inspires you in your job?
The ability to design the house and then build it.
What would you tell someone just starting out in the industry right now?
When it comes to technology – it’s only as good as the benefit it provides to the practice and the user. Don’t invest or use technology for technology sake.
