Greg is a senior consultant on F2 Strategy’s Consulting Services team where he serves as a subject matter expert in the implementation and daily operation of portfolio account and performance reporting technologies. Greg’s passion for Wealth Tech grew organically from his experiences as a senior operations analyst at Stratos Wealth Partners. There, Greg oversaw the firm’s vendor relationship with Orion Advisor Tech and managed the day-to-day operational maintenance and support for the firm. He also aided in the firm’s vision of creating elegant client/advisor experiences and goals of building efficiencies through innovative technology solutions. Along with the technical skills to help F2 Strategy clients with their WealthTech needs, Greg also possesses a passion for helping clients achieve their objectives through a well-crafted and implemented strategic plan. He lives in Cleveland.