F2 Strategy Information
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F2 Strategy
Summary
F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry. Operating within Wealth, Bank & Trust, and Asset Servicing, F2 delivers executive-level tech...Show more
Organization Website | f2strategy.com |
Social Links |   |
Phone Number | (415)844-0641 |
Industries | |
Headquarters Location | Chicago, Illinois, US |
Employees Size | 100-200 employees |
Specialties | Strategy Consulting, FinTech, Thought Leadership, Technology Roadmaps, Vendor Assessment, wealth management, RIA, Family Office, Tech Implementation, CRM, Trading Systems, Performance Reporting, Digital Client Experience |
Founded | 2016 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2000 | Privately Held | 25 - 100 | 13.4M | $0 | |
| 1998 | - | 25 - 100 | 1.7M | $0 | |
| 2006 | Privately Held | 100-200 | < 1M | $0 | |
| 2010 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at F2 Strategy shows a diverse range of experience levels:
17% have been with the company for less than 1 year31% for 1–2 years31% for 3–4 years8% for 5–7 years11% for 8–10 years3% have over 11 years of service at F2 StrategyEx-employees positions
In Company
In New Company
Contact top employees from
F2 Strategy
Jay Halbert
CFO
Bryce Carter
Director, Head of Client Engagement
Jennie Oyola
Business Analyst/QA
Michael Bartoshevich
Senior Technology Consultant
Bill Navarro
Managing Director
Michael Perez
Managing Director - Family Office Practice
Dan Johnson
Director
Madison Bilodeau
Associate Relationship Manager
Greg Elliott
Senior Manager
Jaclyn Stanton
Managing Director
Paula Gralewski
Consultant
Caroline Rahal
Intern
Curt Tetzlaff
Manager
Carsyn Pieratt
Intern
Anthony Carino
Data Analyst
Ryan Flaherty
IT Engineer and Azure Support Specialist
Jalpa Patel
Data Migration Consultant
Pamela Turner
Director, Wealth Technology Strategist
Janet Hanson
Executive in Residence
John Sjosten
Senior Consultant
Brian Burnham
Senior Technology Consultant
Jerome Robert
Strategic Leader, CTO & Advisor - Data and AI
Brad Jones
Senior Consultant
Chris McDonough
Financial Services Consultant
Kim Hubbard
Talent Acquisition Manager
Michael Chesebro
Client Lead | Senior Consultant | Wealth Management Technology for Banks and Trusts
David Varitimos
Director
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FAQ
F2 Strategy operates in the Finance industries. More details can be found on the official website: f2strategy.com.
The headquarters of F2 Strategy are located in Chicago, United States.
You can contact F2 Strategy by phone at (415)844-0641.
F2 Strategy currently employs 100-200 people.
Well-known competitors of F2 Strategy include The Retail Coach, PAXIS Institute, Interpret and BTR Trading Group.
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