Alan Remy Leist
Chief Executive Officer at Strategic Financial Services, Inc. (New York)
Alan Remy Leist active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Investment Committee Member | 01/01/2005 | - | |
| Portfolio Manager-Equities | 01/01/2005 | - |
Career history of Alan Remy Leist
Former positions of Alan Remy Leist
| Companies | Position | Start | 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 | 03/12/2009 | - |
| Corporate Officer/Principal | 25/01/2011 | - |
Training of Alan Remy Leist
| Cornell University | Masters Business Admin |
| Colgate University | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Health Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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