Alan Leist Iii, Cfa
AeroLeads people directory · profile

Alan Leist Iii, Cfa Email & Phone Number

CEO at Strategic Financial Services, Inc. at Strategic Financial Services, Inc.
Location: United States, United States, United States 5 work roles 3 schools
2 work emails found @investstrategic.com 4 phones found area 315 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 4 phones

Work email a****@investstrategic.com
Direct phone (315) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Strategic Financial Services, Inc.
Role
CEO at Strategic Financial Services, Inc.
Location
United States, United States, United States
Company size
35 employees

Who is Alan Leist Iii, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Alan Leist Iii, Cfa is listed as CEO at Strategic Financial Services, Inc. at Strategic Financial Services, Inc., a company with 35 employees, based in United States, United States, United States. AeroLeads shows a work email signal at investstrategic.com, phone signal with area code 315, and a matched LinkedIn profile for Alan Leist Iii, Cfa.

Alan Leist Iii, Cfa previously worked as CEO at Strategic Financial Services, Inc. and Principal and Senior Advisor at Strategic Financial Services. Alan Leist Iii, Cfa holds Mba from Cornell University.

Company email context

Email format at Strategic Financial Services, Inc.

This section adds company-level context without repeating Alan Leist Iii, Cfa's masked contact details.

*@investstrategic.com
74% confidence

AeroLeads found 2 current-domain work email signals for Alan Leist Iii, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Alan Leist Iii, Cfa

Strategic is a nationally recognized wealth management firm founded in 1979. Our team of professionals manages over $2 billion of client assets from locations across Upstate NY (Rochester, Syracuse, Rome, Utica, Little Falls, Albany) and West Palm Beach FL. 2024 Forbes Top 250 RIA2018 Financial Times Top 300 RIA2020, 2021, 2022 InvestmentNews Top Places to WorkIn 2005, I returned home to New Hartford NY where I met my wife Nina. We have a son Alan, daughter Remy, Bernese Mountain Dog Rocky and Jack Russell Terrier Rascal. Nina and her brother RJ are the third generation owners of Ventura’s Restaurant, a local landmark since 1943.Community activities include: -YPO, Empire State-Coach Little League Baseball-Commissioner NH Little League-Coach Youth Basketball-Board of Directors and Investment Committee AAA NortheastPrior community activities include:-House of the Good ShepherdBoard President-Pathfinder VillageBoard and Investment Committee-Faxton-St. Luke's Healthcare, Investment Committee-American Heart AssociationBoard Member-Mohawk Valley Edge Board Member

Current workplace

Alan Leist Iii, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Strategic Financial Services, Inc.
Strategic Financial Services, Inc.
CEO at Strategic Financial Services, Inc.
utica, new york, united states
Website
investstrategic.com
Employees
35
AeroLeads page
Company profile
View company profile Email format
5 roles · 31 years

Alan Leist Iii, Cfa work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Strategic Financial Services, Inc.

Other employees you can reach at investstrategic.com. View company contacts for 35 employees →

KD Kyle Dempster Kyle Dempster Colleague at Strategic Financial Services, Inc.Herkimer, New York, United States, United States View → TG Traci Grogan'S Traci Grogan'S Colleague at Strategic Financial Services, Inc.Oneida, New York, United States, United States View → JP Jake Podkowka Jake Podkowka Colleague at Strategic Financial Services, Inc.Rome, New York, United States, United States View → JV Judith Vicks Sweet Cfa Judith Vicks Sweet Cfa Colleague at Strategic Financial Services, Inc.Clinton, New York, United States, United States View → MJ Matthew Johnson Matthew Johnson Colleague at Strategic Financial Services, Inc.Syracuse, New York, United States, United States View → NA Nick Accordino, Cfp® Nick Accordino, Cfp® Colleague at Strategic Financial Services, Inc.Utica, New York, United States, United States View → LP Laura Powers, Chfc® Laura Powers, Chfc® Colleague at Strategic Financial Services, Inc.Utica, New York, United States, United States View → LM Lori Mitchell Lori Mitchell Colleague at Strategic Financial Services, Inc.Utica, New York, United States, United States View → ML Michael Leist Michael Leist Colleague at Strategic Financial Services, Inc.Utica, New York, United States, United States View → MF Melissa Fernalld, Cfp® Melissa Fernalld, Cfp® Colleague at Strategic Financial Services, Inc.Utica, New York, United States, United States View →
3 education records

Alan Leist Iii, Cfa education

Mba

Cornell University

Cfa

Cfa Institute
FAQ

Frequently asked questions about Alan Leist Iii, Cfa

Quick answers generated from the profile data available on this page.

What company does Alan Leist Iii, Cfa work for?

Alan Leist Iii, Cfa works for Strategic Financial Services, Inc..

What is Alan Leist Iii, Cfa's role at Strategic Financial Services, Inc.?

Alan Leist Iii, Cfa is listed as CEO at Strategic Financial Services, Inc. at Strategic Financial Services, Inc..

What is Alan Leist Iii, Cfa's email address?

AeroLeads has found 2 work email signals at @investstrategic.com for Alan Leist Iii, Cfa at Strategic Financial Services, Inc..

What is Alan Leist Iii, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 315 for Alan Leist Iii, Cfa at Strategic Financial Services, Inc..

Where is Alan Leist Iii, Cfa based?

Alan Leist Iii, Cfa is based in United States, United States, United States while working with Strategic Financial Services, Inc..

What companies has Alan Leist Iii, Cfa worked for?

Alan Leist Iii, Cfa has worked for Strategic Financial Services, Inc., Strategic Financial Services, Aaa Northeast, Fulcrum Global Partners, and Merrill Lynch.

Who are Alan Leist Iii, Cfa's colleagues at Strategic Financial Services, Inc.?

Alan Leist Iii, Cfa's colleagues at Strategic Financial Services, Inc. include Kyle Dempster, Traci Grogan'S, Jake Podkowka, Judith Vicks Sweet Cfa, and Matthew Johnson.

How can I contact Alan Leist Iii, Cfa?

You can use AeroLeads to view verified contact signals for Alan Leist Iii, Cfa at Strategic Financial Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Alan Leist Iii, Cfa attend?

Alan Leist Iii, Cfa holds Mba from Cornell University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.