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David Lemire, CFA

Senior Advisor & Head of Retirement Plans

Advisor Team  /  Investment Committee  /  Team Leaders

The Linguist

Analogical thinker. Drawing parallels between the simple and complex to explain, educate and get straight to the point. Loyal member of Red Sox nation and prefers his football european style.

Background

David oversees the firm’s retirement plan division. In addition, he serves on Strategic’s investment team with a primary focus on investment manager due diligence and asset allocation strategies.

David joined Strategic in September of 2011 from Adirondack Financial Services. He served as President of their Investment Advisory Division with primary responsibility for chairing the Investment Policy Committee. David has over twenty years of business experience with eight of those years in financial services as a financial advisor and research director.

Credentials

  • Chartered Financial Analyst (CFA) Charterholder
  • MBA, Finance and Information Technology, Fordham Gabelli School of Business
  • BA, Political Science, Kenyon College

Community Service

  • Board of Directors, Hospice and Palliative Care Inc. (2005 – 2014)
  • Board of Directors, The Center for Family Life and Recovery (2002 – 2013)
  • Board of Directors, New Hartford – American Youth Soccer Organization (2011 – 2012)

Areas of Specialty

  • Client Relationship Management

    Client Relationship Management

  • Fund Research & Asset Allocation

    Fund Research & Asset Allocation

  • Retirement Plans – Design & Pricing

    Retirement Plans – Design & Pricing

Beneath the Surface

  • Random Fact

    Despite my Red Sox allegiance, I still start my day with a NYC fix through 1010 WINS – All news all the time… I give them 22 minutes they give me the world.

  • Enjoys

    Coaching soccer and just about any activity with the wife and kids (including raking leaves).

  • Family

    David lives in New Hartford with his wife Libby and three children; Duffy, Nicholas and Katherine.