Strategic Welcomes Three New Associate Advisors to the Team
Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce the addition of three new team members: Matthew Rainbow, Anthony Pasqualetti, and Tobias Jeralds, who have joined the firm as Associate Advisors.
Growth is one of Strategic’s core values and reinforces the firm’s commitment to delivering a great experience for both clients and team members through continued investment in people, development, and long-term success.
Matthew, Anthony, and Tobias are enrolled in Strategic’s Advisor Development Program, a hands-on training experience designed to equip emerging advisors with the technical knowledge, client experience, and professional development opportunities needed to build successful careers in wealth management.
Matthew Rainbow brings more than a decade of leadership experience in operations, customer service, and product development. Anthony Pasqualetti and Tobias Jeralds are both graduates of Utica University’s finance program and held leadership positions within the university’s Investment Club, serving as President and Vice President/Chief Economist, respectively.
“Remaining independent means thinking beyond today and actively preparing for the future,” said Alan Leist III, CEO of Strategic Financial Services. “Our clients trust us to help them plan for the long term, and we believe our firm should do the same. Matthew, Anthony, and Tobias represent the next generation of advisors at Strategic, and investing in their growth is an important part of our succession strategy and commitment to serving clients for decades to come.”
About Strategic Financial Services
In business since 1979, Strategic has a team of more than 45 wealth management and retirement plan professionals, serving over 1,400 clients and managing more than $3.1 billion in assets. Areas of focus include Investment Management, Financial Planning, and Corporate Retirement Plans.
Headquartered in Utica, New York, with offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, Florida, Strategic has served Central New York families and businesses since 1979. From those local roots, the firm has grown to more than $3.1 billion in assets under management and continues to expand its footprint across the Northeast and beyond.
