Doug Fritz is the founder of F2 Strategy and former wealth management CTO.
His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience.
His perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. F2 Strategy also manages the Wealth Tech Innovation Board, a confidential think-tank comprised of over 70 top wealth management CTOs, COOs, and innovation executives.
Doug also participates as an industry thought leader, conference speaker, and judge for multiple industry awards.
Lifeworks is a registered investment advisor
