Team

Alan Leist III

CFA | Chief Executive Officer

Alan is responsible for leading the Strategic team and executing firm strategy.

Alan Leist III CFA, CEO, Financial Advisor: A man with short brown hair wearing a blue sport coat and tie. Strategic Financial Services Leadership Team.

Steadfast Leader. Dissector of Markets. Passionate Client Advocate.

Alan has spent his 20+ year investment career as a passionate advocate for his clients in the market. He spent the early part of his career in Manhattan as an equity trader and team leader for Merrill Lynch and Fulcrum Global Partners, partnering with the world’s leading mutual funds, hedge funds and research analysts to implement investment strategy. Alan returned home to Upstate New York in 2005, bringing with him a unique industry experience and perspective on the markets.

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Education

Chartered Financial Analyst (CFA) Charterholder
Master’s in Business Administration, The Johnson School of Management at Cornell University
Bachelor of Arts, Economics, Colgate University

Community Service

AAA Northeast, Board Member and Investment Committee
New Hartford Legion Baseball Coach
New Hartford Girls Youth Basketball Coach
Young Presidents Organization (“YPO”), Empire State Chapter

Claim to Fame

Supposedly dunked a basketball in high school…although, somehow no one saw it.

Enjoys

NH Spartan Baseball, Softball and Basketball | Championship Boxing | The NY Yankees | Disney, The Breakers and Las Vegas | Dinner at Ventura’s

Family

Alan and his wife Nina have a son (Alan IV), daughter (Remy) and Bernese Mountain dog (Rocky). Nina and her brother RJ are the 3rd generation owners of Ventura’s Restaurant, a local landmark since 1943.

To give anything less than your best is to sacrifice the gift.
Steve Prefontaine