We are pleased to welcome three new members to the Strategic team…
Connor joined the Strategic Financial Services team in July as a participant in our Advisor Development program. This program provides an employee with extensive exposure to the foundational areas of Strategic, while also gaining valuable experience and knowledge to become a successful financial advisor. Connor previously worked at Fiber Instrument Sales as Business Development Manager and Product Line Manager. He received his undergraduates’ degree at Georgetown University in Washington D.C.
Connor and his wife, Rebecca, were both born and raised in Central New York. They live in Utica with their dog and are happy to be close to family again. Connor enjoys exploring new places, hunting, taking walks with his wife and dog, relaxing with a Saranac Pale Ale and tackling DIY home projects.
“With great power there must also come– great responsibility!”-Stan Lee
Mackenzie joined Strategic in July as a Research and Trading Analyst on the Investment team. His primary duties include executing daily trade requests and portfolio rebalancing. He assists in the designing, building, and managing of factor screens in support of Strategic’s model portfolios. Additionally, he supports the Retirement Plan business in monitoring and analyzing plan funds. Before joining Strategic, Mackenzie was an Analyst in Citigroup’s Product Control department where he was a member of the Commodities Valuation team. Mack received his BA in Finance from SUNY Canton in December 2013 and completed his Certificate in Fundamentals of Finance with the Division of Continuing Education at Harvard University in Cambridge, MA in November in 2014.
Mack enjoys reading, studying, trying not to lose at chess and watching Tottenham, his favorite football club, whenever he can. He also recently tried his hand at cider making.
“A society grows great when old men plant trees whose shade they know they shall never sit in.”– Greek Proverb
Wendy joined the Marketing team in July to work on printed materials, website updates, social media posts and many other daily and long-term initiatives. Wendy is experienced in commercial printing and website content management. She received her undergraduates’ degree from SUNY Empire State in 2011 in Media Arts. She has since worked in Information Services at Herkimer College, held a position with Workforce Development as Communications Coordinator, worked as a Financial Aid counselor at Utica College and as an Executive Assistant with Adjusters International before coming to Strategic Financial Services. She enjoys painting and spending time with family and friends.
Wendy grew up in Gloversville, NY but moved around with her husband during his 20 years in the Air Force. She has two daughters and three grandkids.
“Be kind to one another”Ellen Degeneres