Strategic Financial Services, LLC

Alan R. Leist III, CFA

Managing Director
Strategic Investment Advisors, Inc.
Chartered Financial Analyst Charterholder

Education, Experience and Community Service

Strategic Financial Services, Investment Committee and Account Executive
Chartered Financial Analyst Charterholder
Series 7, 24, 55 and 63 licenses
2005: Fulcrum Global Partners, Senior Managing Director of Equity Trading
1995-2004: Merrill Lynch, Director and Technology Sector Head, US Equity Trading
Graduate of Colgate University with a Bachelor of Arts degree in Economics
Pathfinder Village, Board Member, (Edmeston, NY)
The House of Good Shepherd, Board Member, (Utica, NY)
Big Brother, St. Ignatius School (Bronx, NY)
Benefit Committee Member for Giving Open Access to Learning (G.O.A.L: Lynbrook, NY)
Colgate University Alumni Admission Program
Member of The Community Foundation of Herkimer and Oneida Counties Legacy Society

"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."