F2 Strategy, a prominent wealth management technology services company, announced the appointment of Jay Halbert to the newly established position of Chief Financial Officer on April 16, 2024. Halbert, equipped with over 20 years of leadership experience across various industries, will play a pivotal role in overseeing the financial operations of the rapidly expanding company.
Halbert's most recent role as executive vice president at Alkemy X, a global media company, equipped him with valuable skills in strategic management and financial oversight. Prior to this, his tenure as senior vice president at Northeast Building Products, president and owner of MedX Operating Company, and CFO at Comcast Spectacor provided him with a diverse background, rendering him a significant asset to F2 Strategy as it diversifies its services within the financial services industry, particularly with its latest venture into marketing consulting.
Expressing his enthusiasm for joining F2 Strategy, Halbert remarked, "I see this as a pivotal time to be joining F2 Strategy. I've been watching keenly as they've expanded their services through acquisition and strategic hires." He emphasized his confidence in contributing his prior experience to the already talented team, particularly as the company capitalizes on market opportunities.
Halbert's appointment coincides with the promotion of Martha Blenkush to the role of Chief of Staff, indicating F2 Strategy's commitment to strategic leadership and talent development. These appointments mark a new phase of significant growth for the company, stemming from the acquisition of consulting services provider Oakbrook Solutions in 2023, further accelerated by the recent acquisition of SKY Marketing Consultants and the appointment of Jeremy Jackson as Chief Marketing Officer.
Doug Fritz, co-founder and CEO of F2 Strategy, highlighted the importance of recruiting talented executives to support the company's growth and acquisition strategy. He expressed confidence in both Halbert and Blenkush, underscoring, "Martha has proven herself as an invaluable asset to our team, and I'm eager to see her excel in this new capacity. Jay's wealth of experience and demonstrated success make him an ideal fit for this crucial role as we continue to drive F2 Strategy forward."
F2 Strategy, headquartered in Chicago with offices in New York and St. Louis, specializes in wealth management technology and marketing services, catering to complex RIA, wealth, bank/trust, and family office firms. Led by former executives of top-rated wealth firms and family offices, the company combines results-driven management strategy with industry-leading research to create customized high-tech solutions.
F2 Strategy continues to innovate and expand its offerings, guided by a commitment to diversity, creativity, and client-centricity.
