F2 Strategy Bolsters Leadership Team with the Appointment of Veteran Industry Leaders

Wealth Management Experts Assume Key Positions to Fuel Further Growth, Exceptional Client Service

CHICAGO--(BUSINESS WIRE)--F2 Strategy, a leading wealth management technology services company, has today announced that Jaclyn Stanton and Wade Spencer have been appointed to ensure F2’s wealth technology expertise and subject matter expertise deepens and expands with focus on specific industry segments, needs, and capabilities.

Stanton and Spencer will serve F2 Strategy’s clients in the broker/dealer and large wealth advisory spaces respectively. These appointments come on the heels of the strategic addition of industry veteran Laura Korbel as President earlier this year as F2 Strategy positions for further growth.

Stanton, who has served as a member of F2 Strategy’s “Executives in Residence” program since joining the company in May of 2023, will transition to her new role immediately. The former Vice President of RIA Operations and the Director of Advice Capabilities at Thrivent, a Fortune 500 diversified financial services organization, will lead F2 Strategy’s broker-dealer consulting division.

"Being part of the EIR program has been an incredible experience and I'm looking forward to stepping into this new role and helping organizations shape and execute their vision to be high touch and high tech,” said Stanton.

Spencer, a vastly experienced wealth management technologist and strategist, joins F2 Strategy from the Boston Consulting Group (BCG), where he served as an Associate Director in the wealth and asset management practice. Spencer's diverse leadership experience, coupled with his proven track record in delivering transformative initiatives, will bring substantial value to F2 Strategy's clients. His deep understanding of operational needs within international securities brokerage, banking and wealth management further strengthens his contribution to the team.

The hiring of such accomplished wealthtech experts will allow F2 Strategy to narrow its focus to specific firm types and improve how advice and insights meet the ever-growing needs of clients. "This is an exciting time for the wealthtech consultancy space,” said Spencer. “The evolving landscape places a strong emphasis on enhancing advisor-client interaction, personalization, lead generation and client acquisition, with a growing reliance on CRM and analytics to serve clients."

In conjunction with the introduction of Stanton and Spencer, F2 Strategy is also pleased to welcome Dave Smigielski and Il Sun Yoo. Smigielski and Yoo will be tasked with understanding the vendor and capability landscape across the spectrum of the wealth and advisory industry, bringing unique insights and conducting important research while ensuring all client engagements follow best practices to create outstanding results for the client.

The firm remains steadfast in its commitment to ongoing growth, the broadening of its industry presence, and the diversification of its portfolio, with plans for additional hires throughout 2023 and beyond.

Smigielski, a seasoned industry professional with over two decades of experience, joins F2 Strategy following his tenure at Boston Consulting Group (BCG) where he served as Principal in the financial services and wealth management practices. While there he crafted and implemented go-to-market strategies for digital transformations, delivering significant value to clients and stakeholders. Meanwhile, Yoo, an accomplished technology executive, makes the transition from Vanguard, where he recently held the role of head of engineering. His extensive background encompasses work with federal agencies, startups, and Fortune 100 companies, adding a wealth of value to the team.

“We are delighted to add these rockstars to our growing team,” said Doug Fritz, CEO and co-founder of F2 Strategy. "The acquisition of Oakbrook, along with the injection of capital from our partners at Renovus, was just the beginning. We have ambitious goals ahead and are dedicated to attracting and recruiting top-tier talent to ensure exceptional service for our clients."

In addition to F2 Strategy’s deep bench of industry expertise, the firm also operates the largest confidential group of industry CTOs/COOs in North America. Meeting at regular intervals to discuss important industry trends, this forum allows F2 Strategy to bring benchmarking and best practices from over 130 wealth firms into all client engagements.

For more information about F2 Strategy’s consulting services, visit https://www.f2strategy.com/.

About F2 Strategy

F2 Strategy is a leading wealth management technology services firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions. A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco.