Alan R. Leist III, CFA
Managing Director
Strategic Investment Advisors, Inc.
Chartered Financial Analyst Charterholder
Email: aleist3@investstrategic.com
Download Contact Information
Alan R. Leist III joined Strategic in 2005 as a Managing Director. Alan specializes in investment management and client service. He also serves on the firm's investment committee.
Experience
- Fulcrum Global Partners: Senior Managing Director - Equity Trading. Alan was responsible for the firm's equity trading platform.
- Merrill Lynch: Director and Sector Head - Equity Trading. Alan advised the world's largest mutual funds and hedge funds on execution strategies while facilitating order flow through a proprietary trading account for the firm.
Education
- Chartered Financial Analyst Charterholder
- Master of Business Administration degree, Cornell University (The Johnson School) - Class of 2011
- Master of Business Administration degree, Queens School of Business (Ontario) - Class of 2011
- Bachelor of Arts degree in Economics, Colgate University
- Series 7, 24, 55 and 63 securities licenses
Community Involvement
Present:
- Board Member of the Pathfinder Village
- Board Member of the House of the Good Shepherd
- Board Member of the American Heart Association, Central Region Chapter
- Community Foundation of Herkimer and Oneida Counties' Legacy Society
- Rescue Mission of Utica, Golf Tournament Committee
- Giving Open Access to Learning, Benefit Committee
- Colgate University Alumni Admission Program
- Big Brother at St. Ignatius School in Bronx, New York
Awards
- Recipient of the "Accent on Excellence" award which honors outstanding young leaders of the Mohawk Valley (2009)
close
"I joined Strategic in 2005 after a decade long Wall Street career as an equity trader. I came home to join a team of first class professionals, learn a new facet of our industry and work closely with my father.
I was immediately struck by the unique culture that embodies Strategic. Our independence allows us to pursue a singular mission: find financial solutions that best position the client to achieve their financial objectives. We take this responsibility very seriously. Our goals are aligned directly with those of our clients and we have built a strong team that loves coming into work everyday to meet the challenge. We have a passion for learning that keeps us at the forefront of our dynamic industry and allows us to best serve our clients."
