FOR IMMEDIATE RELEASE
Strategic Financial Welcomes Lead Advisor Mike Durand
Utica, NY, June 10, 2021 – Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, has added Mike Durand, CIMA® to its team as a Lead Advisor. In this role, Durand will be responsible for relationship management and leading the firm’s business development efforts in New York’s Capital Region.
“Mike Durand is a true professional who embodies our approach to serving clients with expert care and helping them live their best life,” said Alan Leist, III, CEO Strategic Financial Services. “We are proud to have someone with Mike’s experience and values represent Strategic in the Capital Region.”
Durand joins the company from TD Wealth Group in Albany, NY where he was a Senior Private Client Relationship Manager. Previously, he worked for Key Private Bank in a variety of roles including Regional Director of Investments – East Region, and Senior Vice President. He received his BS in Marketing/Management from Siena College and holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.
“Mike Durand is a true professional who embodies our approach to serving clients with expert care and helping them live their best life. We are proud to have someone with Mike’s experience and values represent Strategic in the Capital Region.”Alan R. leist III, CFA – CEO
“I was drawn to Strategic because of its strong core values centered on providing first-class service and exceptional wealth management advice to its clients,” Durand said. “And I’m proud to be associated with a firm that’s committed to remaining independent of the large national chains.
In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more -than 1,000 clients and managing $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. Durand is the fifth new hire to Strategic’s advisor team in the past 12 months, part of the firm’s carefully designed plan to give clients unrivaled, personalized attention.
With offices in Utica, NY, Syracuse, NY 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.