Alan Remy Leist
Chief Executive Officer at Strategic Financial Services, Inc. (New York)
Profile
Mr. Alan R.
Leist is a Chief Executive Officer at Strategic Financial Services, Inc. (New York).
He specializes in investment management work for high-net-worth clients and institutions.
He is also responsible for leading the advisor team and Strategic’s overall business activities.
He returned home to Upstate New York in 2005, bringing with him a unique industry experience and perspective on the markets.
He has over 20 year investment career as a passionate advocate for his clients in the market.
Mr. Leist spent the early part of his career in Manhattan as an equity trader and team leader for Merrill Lynch and Fulcrum Global Partners, partnering with the world’s leading mutual funds, hedge funds and research analysts to implement investment strategy.
He received his BA in Economics from Colgate University and an MBA from The Johnson School of Management at Cornell University.
Alan Remy Leist active positions
| Companies | Position | Start |
|---|---|---|
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Chief Executive Officer | 01/05/2019 |
Former positions of Alan Remy Leist
| Companies | Position | End |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Fulcrum Global Partners LLC | Corporate Officer/Principal | - |
The House of the Good Shepherd
 The House of the Good Shepherd Medical/Nursing ServicesHealth Services The House of the Good Shepherd provides residential care to children and families. It offers comprehensive human service agency providing treatment to children and their families. The company specializes in foster and respite care, bridges to health and education. The House of the Good Shepherd was founded in 1872 and is headquartered in Utica, NY. | Director/Board Member | - |
Training of Alan Remy Leist
| Cornell University | Masters Business Admin |
| Colgate University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Finance |
The House of the Good Shepherd
The House of the Good Shepherd Medical/Nursing ServicesHealth Services The House of the Good Shepherd provides residential care to children and families. It offers comprehensive human service agency providing treatment to children and their families. The company specializes in foster and respite care, bridges to health and education. The House of the Good Shepherd was founded in 1872 and is headquartered in Utica, NY. | Health Services |
| Merrill Lynch & Co., Inc. | Finance |
| Fulcrum Global Partners LLC | Finance |
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