Strategic Welcomes New Investment Analyst

Utica, NY, January 28, 2025 – Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce the addition of Matthew Johnson to the Investment team as an analyst. In his new role, Matthew will work to develop, maintain, and improve efficiency and effectiveness of the Strategic investment and trading process. Additionally, he will serve to assist portfolio management with account monitoring and trade execution.

“We are thrilled to welcome Matthew to our Strategic investment team,” said Doug Walters, Chief Investment Officer of Strategic Financial Services. “His strong analytical background and passion for the markets will be invaluable as we continue to enhance and execute our evidence-based approach to investing on behalf of our clients.”

Matthew is a central New York native and recent graduate of Nazareth College with a Bachelor of Science in Finance and a Minor in Economics. Most recently Matthew served as an Equity Trader at a New York based wealth management firm.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,230 clients and managing more than $2.3 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.

Headquartered in Utica, NY with satellite offices in Little Falls, Rochester, Rome, Syracuse, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.