Rich is a Senior Consultant at F2 Strategy with over 19 years of experience focused on fund accounting, middle office operations, data analysis, and business transformation initiatives. He prides himself on solving complex problems through industry knowledge and technology and is known as a trusted professional with a passion for collaboration and client satisfaction.

Rich brings extensive experience in client onboarding, fund conversions, and technology implementation initiatives. He has played a key role in multiple high‑profile mutual fund conversions to new service providers. His recent work includes supporting the development of a new product from initial processing requirements and design through testing and implementation. He has also built reconciliation tools and optimized reporting within the trust accounting space, combining deep technical expertise with a hands‑on approach to ensure successful outcomes.

Rich began his career at State Street, where he supported fund accounting, custody, accounting conversions, and client operations. His experience includes complex reconciliations, trade settlements, daily pricing, and process improvement initiatives focused on reducing risk and increasing automation and efficiency. He later spent seven years at BNY Mellon managing cash and position reconciliation for more than 3,000 accounts across multiple clients and over 30 custodians, while supporting major accounting, reporting, and reconciliation system transitions through design, development, and testing. Rich is based in Boston.

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

For me, that is where technology has the most value. It helps people trust the data, understand the process, and act with more confidence. 

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

The part I care about most is making the work useful. Not just producing a deliverable but creating something that helps the client plan, reduce risk, improve delivery, or move the business forward. 

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

Focus on building deep expertise in a specific niche, while still maintaining a solid grasp of how the broader business operates. In a compartmentalized environment, your ability to master your specialized role while still understanding how your work connects to other departments will make you indispensable.