Strategic Welcomes New Team Member
Utica, NY, September 3, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is excited to announce the addition of Jakob Podkowka to our Advisors team as an Associate Advisor. Jake is a passionate and energetic newcomer with a desire to help others live their great life.
“We are thrilled to welcome Jake to the Strategic team. His addition makes our company and the Rome office better,” said Greg Mattacola, Esq., Senior Advisor, Partner “Nothing makes us happier than being able to provide recent local graduates with an outstanding career opportunity, keeping the talent local rather than watching it move away. I look forward to watching Jake grow as an advisor. ”
“Strategic is deeply committed to helping more people live a great life,” said Alan Leist, III, CEO of Strategic Financial Services. “Growing and investing in good people is at the heart of our vision. With Jake, we add an empathetic, smart, and passionate advisor that will be an outstanding client advocate for years to come,” added Leist.
Jakob Podkowka, Associate Advisor
Jake is a graduate of the University at Albany with a Bachelor of Science in Economics with a concentration in Finance. Driven by his desire to help people and serve his greater community, Jake is excited about the opportunity to make a positive impact on the community at Strategic. To read Jake’s full bio, click here.
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 more than 35 wealth management professionals, servicing more than 1,230 clients and managing over $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.
