Strategic Financial Services is pleased to welcome Aaron Evans to the firm as a Financial Planning Associate and member of the investment team as a Research Analyst.
Prior to joining Strategic, Aaron managed and designed defense solutions for the United States Armed Forces with Lockheed Martin Corporation in Boston. “I returned home to be a part of a talented team with a common focus on providing first class investment solutions and service to its clients. I wanted to be a part of that existing success, and also to help Strategic continue to excel in the future,” said Evans.
Aaron earned his Master of Business Administration (MBA) Degree in finance from the University of Rochester and is now a 2012 Level II candidate in the CFA program. He was a graduate fellow in Engineering Leadership at Northeastern University and holds a Bachelor’s Degree in electrical and computer engineering from the University of Rochester.
“Aaron is an exceptionally talented young professional that will add great value to our clients. We are fortunate to have him return to Upstate New York and join the Strategic team," said Alan R. Leist Jr., CFP, and Chief Executive Officer at Strategic.