Like our clients, we are passionate about what we do and focused on doing it well. Guided by our core values, every decision points toward an end goal of helping clients achieve their goals. We have fun along the way, building lifelong relationships with our clients and our teammates.
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Alan Leist, Jr., CFP®
Chairman and Founder
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Judith Vicks Sweet, CFA
President
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Alan Leist III, CFA
Chief Executive Officer
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Doug Walters, CFA
Chief Investment Officer
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David Lemire, CFA
Senior Advisor & Head of Retirement Plans
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Aaron Evans, CFA, CFP®
Senior Advisor
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Nancy Meininger
Head of Business Management
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Max Berkovich
Portfolio Manager
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Michael McGraw, CFP®
Senior Advisor
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Michael Durand, CIMA®
Lead Advisor, Capital District
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Laura Powers
Lead Advisor
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Greg Mattacola, Esq.
Lead Advisor
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Melissa Fernalld
Lead Advisor
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Michael Leist
Chief Experience Officer
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Francesca Asher, CFP®
Lead Advisor
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Frederick Hole
Research Analyst & Trader
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Kim White
Lead Advisor, Retirement Plans
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Benjamin Saltzman
Financial Planning Specialist
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Kasey Williams
Chief Operations and Compliance Officer
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Connor Gaffney
Associate Advisor
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Jeremy Stewart
Chief Technology Officer
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Holly Cafalone
Operations Manager
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William Rust
Lead Advisor
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Sophia Tsoupelis
Associate Advisor
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Bob Hanft
Senior Strategic Advisor
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Kyle Dempster
Associate Advisor
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Nasana Szeto
Senior Client Service Specialist
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Cody Carnaya
Associate Advisor
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Justin Hearty
Associate Planning Specialist
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Paula Rizzo
Senior Client Service Specialist
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Lori Mitchell
Executive Assistant, Wealth Management
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Kathryn Nolan
Associate Advisor
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Alicia Small
Associate Advisor, Retirement Plans
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Crystal Seymore
Executive Assistant, Wealth Management
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Traci Grogan
Executive Assistant, Office Management
About Strategic
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $1.7 billion.
Overview