Skip to content

David Lemire

CFA, CIPM, C(k)P | Director of Research, Partner

David focuses on the processes for asset and security analysis. He also is responsible for our fiduciary due diligence work.

David Lemire CFA, C(k)P, Director of Research, Investment Management: A man with short blonde hair standing near a cubicle talking to a co-worker.

Perpetual learner and critical thinker. Constantly striving to improve decision making.

David joined Strategic in September of 2011 and he has thirty years of business experience with nineteen of those years in research and retirement plans.


  • Chartered Financial Analyst (CFA) Charterholder
  • Certified 401(k) Professional
  • Master’s in Business Administration, Finance and Information Technology, Fordham Gabelli School of Business
  • Bachelor of Arts, Political Science, Kenyon College

Beneath the Surface

Claim to Fame

As a high schooler, I got to play in a soccer game at Giants Stadium before a Cosmos game.


Finally hung up the soccer cleats and picked back up the golf spikes. David also enjoys skiing, hiking and just about anything outdoors.


David shares an empty nest with his wife Libby (and dog Milo) after seeing off his two children Duffy and Nicholas to NYC and daughter Kate to Davidson.

Beware of Geeks Bearing Formulas.

Warren Buffet

Latest from David