Strategic Welcomes New Partners to its Ownership Team
Utica, NY, June 25, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is proud to announce the expansion of its ownership team through the addition of five new partners. Strategic remains one hundred percent team member owned. With gratitude for their dedication to the success of our clients, fellow team members, and our community, we congratulate:
- David Lemire, CFA, CIPM, C(k)P | Director of Research
- Greg Tedone, CPFA, ARPC | Head of Retirement Plans
- Katy Heintz | Chief Growth Officer
- Laura Powers, ChFC® | Senior Advisor
- Max Berkovich | Portfolio Manager
“Maintaining Strategic’s independence, aligning our success with that of our clients, and building a team of good people is at the heart of our culture,” said CEO Alan Leist III, CFA. “Strategic’s current Chairman and Founder, Alan Jr., set the example for forty years. We continue to execute on that strategy today with an eye on the next forty years,” added Leist III.
Strategic’s five new partners join the existing partner group:
- Alan R. Leist III, CFA | Chief Executive Officer
- Aaron Evans, CFA, CFP® | Senior Advisor
- Doug Walters, CFA | Chief Investment Officer
- Greg Mattacola, Esq., CFP® | Senior Advisor
- Judy Sweet, CFA | Senior Advisor
- Kasey Williams | Chief Operations and Compliance Officer
- Melissa Fernalld, CFP® | Senior Advisor
- Michael Leist | Chief Impact Officer
- Michael McGraw, CFP® | Senior Advisor
For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,230 clients and managing $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, 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.
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