Steve Randolph

About Steve Randolph

The great joy I find in consulting is helping wealth management executives make the best strategic decisions with confidence and guiding them through successful execution. My decades of direct executive experience - with some failures as well as successes - brings a valued perspective in tackling the new challenges our clients face today in strategic planning, marketing & product management, technology, firm operations and client service. Specialties: Developing and executing strategies for growth and increased financial performance through product/service enhancement, productivity and service improvement, in-sourcing/outsourcing options, technology strategy and vendor selection. Adept in leading major change initiatives with expertise in mergers and acquisitions and large-scale technology implementations. Direct experience in private wealth, investments, retirement, foundation/endowment, trust and custody services.

Experience

1. Managing Director

   F2 Strategy

   Jun 2023 — Present · New York, NY, US

   F2 Strategy provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Education

• Georgia State University

  MBA

• The University of Georgia

  Bachelor of Business Administration - BBA