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Michael O’Malley
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Michael O’Malley

Investment Operations Analyst
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Michael is an investment operations analyst at F2 Strategy. He has over 34 years industry experience that has largely focused on Fintech services for Registered Investment Advisors, wealth managers, and asset managers in the US market. Michael has worked with private investment counseling firms, managed investment portfolios at banks, and RIAs in Boston and Florida. He has a balanced work experience as both a wealth advisor and investment operations analyst. Michael serves as a Lector at his local parish. He pursued a competitive alpine ski racing career in his youth, but has since traded New England alpine skiing for the warmer climates of Southwest Florida where he lives with his wife.

Previous Experience
  • MD Solutions
  • First Wave Financial
  • O’Malley & Company
Up Close with
Michael

What are three words that describe how you do your job?

Attention to detail, thoughtful, and relevant

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

Dating myself, I’ve seen the exponential growth of FinTech as an industry. Examples such as reconciling portfolios from paper statements to electronic data sources with cloud-based reconciliation tools. Or, the Securities and Exchange Commission (SEC) five business day settlement cycle, or T+5, moving to a T+1 settlement.

What would you tell someone just starting out in the industry right now?

Keep your life balanced between God, Family and Work, in that order.

Michael O’Malley
Back to Team

Michael O’Malley

Investment Operations Analyst
Email IconLinkedIn Icon

Michael is an investment operations analyst at F2 Strategy. He has over 34 years industry experience that has largely focused on Fintech services for Registered Investment Advisors, wealth managers, and asset managers in the US market. Michael has worked with private investment counseling firms, managed investment portfolios at banks, and RIAs in Boston and Florida. He has a balanced work experience as both a wealth advisor and investment operations analyst. Michael serves as a Lector at his local parish. He pursued a competitive alpine ski racing career in his youth, but has since traded New England alpine skiing for the warmer climates of Southwest Florida where he lives with his wife.

Previous Experience
  • MD Solutions
  • First Wave Financial
  • O’Malley & Company
Expertise
Up Close with
Michael

What are three words that describe how you do your job?

Attention to detail, thoughtful, and relevant

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

Dating myself, I’ve seen the exponential growth of FinTech as an industry. Examples such as reconciling portfolios from paper statements to electronic data sources with cloud-based reconciliation tools. Or, the Securities and Exchange Commission (SEC) five business day settlement cycle, or T+5, moving to a T+1 settlement.

What would you tell someone just starting out in the industry right now?

Keep your life balanced between God, Family and Work, in that order.

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