Alan R. Leist, Jr., CEO, CFP*
Chief Executive Officer
Strategic Financial Services
Certified Financial Planner
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Alan R. Leist, Jr. founded Strategic Financial Services in 1979. He is the Chief Executive Officer, serves on the investment committee and provides financial planning services. With over 30 years of experience, Alan specializes in the areas of estate, trust, retirement and education planning.
Experience
Management positions with Chicago Pneumatic Tool Company, Elder Pharmaceuticals and Xerox Corporation. Alan has also been a speaker at the annual
Barron's Top 100 conference on topics including organizational structure and efficiency, and critical strategies in retirement income planning.
Education
- Certified Financial Planner
- Master of Business Administration degree, Fairleigh Dickinson University
- Bachelor of Arts degree, Syracuse University
Community Involvement
Present:
- Member of the Board of Directors and Vice Chairman of the Investment Corporation of AAA Motor Club Holdings
- Member of the Board of Directors and Chairman of the Finance Committee of Automobile Club of New York
- Director and Chairman of the Board of Utica First Insurance Company
- Member of the Advisory Board of the Central New York Community Arts Council
Past:
- Director of the Slocum Dickson Foundation
- President of the Central New York Community Arts Council
- Director of Blue Cross/Blue Shield
- Director of the Children's Museum
- Director of St. Luke's Memorial Hospital
Awards
- Selected as one of the "Top 100 Financial Advisors" in the country by Barron's magazine (2004-2006)
- Selected as one of the "Top 100 Independent Financial Advisors" in the country by Barron's (2007-2009)
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"People hire us to quarterback their financial planning and handle their investments because they know they will work with professionals whose expertise goes far beyond credentials. The Strategic team brings years of experience from careers in investment banking and finance, having learned things that aren't in the textbooks.
Our combination of expertise and experience gives us the ability to design portfolios that will perform the best over the long run. Whether mutual funds or individual securities are used, we always focus on quality and diversification, creating a balance between risk and reward potential.
And our clients want to talk to the decision-makers. At Strategic, they get direct access to one or more of our professionals. In this way we insure that each client gets the maximum benefit of our combined expertise."
* Denotes Cadaret, Grant Disclosure
