Ryan Beach, who most recently served as the CEO of advisor technology consultancy F2 Strategy, has joined the global wealth management platform provider FNZ as group head of North America.
Based in Nebraska, he will report to Group President Roman Regelman.
Prior to his time at F2, where he worked for less than a year, Beach spent more than 12 years at Orion. In his last role there, he was president of Orion Wealth Management for just under two years.
WealthManagement.com reached out to Beach via LinkedIn but had not received a response prior to publication.
“Ryan Beach has made the decision to step down as CEO to pursue a new opportunity aligned with his experience in platform and technology leadership. We thank him for his contributions and wish him all the best in this next chapter,” F2 co-founder and Executive Chairman Doug Fritz wrote in an email.
According to Fritz, Nick Quil, an operating partner at private equity firm Renovus Capital, will serve as interim CEO of F2 while a search is on for F2’s next permanent chief executive. Renovus took a majority stake in F2 in 2023.
For those unfamiliar, FNZ has been pushing into the North American wealth management market for several years.
Last month FNZ announced a five-year partnership with Microsoft to collaborate on AI-driven technology meant to transform the wealth industry.
While best known in other parts of the English-speaking world, especially New Zealand (where it originated) and in the U.K., the firm has announced recent partnerships with clients on this side of the Atlantic, including BMO and Raymond James.
In all, FNZ serves over 26 million end investors, has nearly $2 trillion in assets under administration and works with more than 650 financial institutions.
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