F2 Strategy Appoints Jay Halbert as Chief Financial Officer
April 16 2024 - 9:08AM
Business Wire
Firm bolsters leadership team with the addition
of Halbert and promotion of Martha Blenkush to chief of staff
F2 Strategy, a leading wealth management technology
services company, today announces the hiring of Jay Halbert
to the newly created chief financial officer (CFO) position.
Halbert will assume a pivotal role in overseeing the entirety of
the rapidly growing company’s financial operations, including
accounting; financial reporting, planning and analysis; and
budgeting and banking relationships.
Halbert brings a wealth of leadership experience, amassed over
20 years in various industries. Most recently, as executive vice
president at global media company Alkemy X, he honed his skills in
strategic management and financial oversight. Previously, he was
senior vice president at Northeast Building Products, president and
owner of MedX Operating Company, and CFO at Comcast Spectacor. His
extensive and diverse background renders him a significant asset to
F2 Strategy as it diversifies its services within the financial
services industry, particularly with its latest foray into
marketing consulting.
“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,” said Halbert. “Taking
stock of the industry today, it’s clear that F2 is poised to
capitalize on gaps in the market. We are beginning to see these
efforts unfold, and I’m positive that my prior experience will be
extremely additive to an already uber-talented team.”
Halbert’s appointment is concurrent with the promotion of
Martha Blenkush to chief of staff. Since joining F2 Strategy
in August 2023 as senior manager of its integration management
office, Blenkush has leveraged her deep industry expertise to
successfully incorporate F2’s acquisitions into the organization
and to build cross-organizational connective tissue. In her
expanded role, she will serve as a vital communication conduit for
the firm, overseeing critical areas such as technology map
strategy, acquisition integrations and organizational alignment to
ensure companywide efficiency.
The addition of these two new roles underscores F2 Strategy’s
commitment to strategic leadership and talent development, marking
a new phase of significant growth resulting from the acquisition of
consulting services provider Oakbrook Solutions in 2023.
This expansion gained further momentum with the more recent
acquisition of SKY Marketing Consultants and the appointment
of Jeremy Jackson to the role of chief marketing officer.
These strategic moves also follow on from the recruitment of
Laura Korbel as F2 Strategy's inaugural president in
2023.
“Our growth and acquisition strategy makes it necessary to bring
in talented executives with proven track records and deep
experience in specific areas. Recruitment is such a vital part of
what we do as we continue building the strategy and services firm
this industry urgently needs," said Doug Fritz,
co-founder and CEO of F2 Strategy. “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."
For more information visit f2strategy.com.
About F2 Strategy
F2 Strategy is a leading wealth management technology and
marketing 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, and is now headquartered in Chicago. F2 Strategy
also maintains offices in New York and St. Louis.
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