Alan Remy Leist

Chief Executive Officer at

Strategic Financial Services, Inc. (New York)

Finance

Consumer Services

Health Services

Profile

Mr. Alan R.
Leist is a Chief Executive Officer at Strategic Financial Services, Inc. (New York).
He is responsible for leading the Strategic team and executing firm strategy.
He also has over 20 plus years of investment career as a passionate advocate for his clients in the market.
He spent the early part of his career in Manhattan as an equity trader and team leader for Merrill Lynch and Fulcrum Global Partners.
He received his Bachelor of Arts 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' investment process is built on a foundation of evidence aimed at long-term wealth creation. The firm employs a meticulous investment process that integrates quantitative screening with fundamental research to construct portfolios biased towards identified advantageous investment factors. Their strategies are designed by combining factor exposure, top-down analysis, bottom-up selection, and secular themes. Emphasis is placed on assets and securities that align favorably with these criteria.	Chief Executive Officer	01/05/2019

All active positions of Alan Remy Leist

Former positions of Alan Remy Leist

Companies	Position	End
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
Fulcrum Global Partners LLC Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services	Corporate Officer/Principal	-
The House of the Good Shepherd The House of the Good Shepherd Medical/Nursing ServicesHealth Services Provides residential care to children and families	Director/Board Member	-

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Linked companies

Private companies	6
Fulcrum Global Partners LLC Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services	Finance
Strategic Financial Services, Inc. (New York) Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services' investment process is built on a foundation of evidence aimed at long-term wealth creation. The firm employs a meticulous investment process that integrates quantitative screening with fundamental research to construct portfolios biased towards identified advantageous investment factors. Their strategies are designed by combining factor exposure, top-down analysis, bottom-up selection, and secular themes. Emphasis is placed on assets and securities that align favorably with these criteria.	Finance
Colgate University Colgate University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Johnson Graduate School of Management Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The House of the Good Shepherd The House of the Good Shepherd Medical/Nursing ServicesHealth Services Provides residential care to children and families	Health Services
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance