FOR IMMEDIATE RELEASE
Contact: Michael Leist
Strategic Financial Services, Inc. of Utica, New York, is pleased to announce that Mark Abdalla has joined the team as a research analyst. The decision to hire Mark stems from the firm’s overall strategy to strengthen and to magnify its scope of expertise and continue to provide clients the best solutions and services in pursuit of their goals.
“We pride ourselves on the strength of our in-house investment capabilities and are delighted to add Mark to the team. He brings experience in both equities and fixed income, as well as an expertise in the energy industry,” said Strategic’s Chief Investment Officer, Doug Walters, CFA.
Mark is a Carnegie Mellon University graduate with a Bachelor of Science in Economics. Additionally, he holds a Master of Arts in Economics with a focus on statistical analysis from Boston University and a Master of Business Administration from Johnson at Cornell University.
Mark comes with a wealth of investment industry experience. Most recently he was a research associate at Manning & Napier Rochester, NY, where his duties included tracking current investments, generating equity investment ideas through bottom-up fundamental research, and writing investment recommendations and industry overviews for internal analysis.
Prior to joining Manning & Napier, Mark held positions with BNP Paribas and Miller Howard Investments.
About Strategic Financial Services, Inc.
Strategic Financial Services, Inc. is an independent wealth management firm specializing in financial planning, investment management, and company sponsored retirement plans.
For more information call 315.724.1776 or visit us at www.investstrategic.com