Alan Leist Iii, Cfa

Alan Leist Iii, Cfa Email and Phone Number

CEO at Strategic Financial Services, Inc. @ Strategic Financial Services, Inc.
utica, new york, united states
Alan Leist Iii, Cfa's Location
United States, United States
Alan Leist Iii, Cfa's Contact Details

Alan Leist Iii, Cfa work email

Alan Leist Iii, Cfa personal email

n/a
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

Alan Leist Iii, Cfa's Current Company Details
Strategic Financial Services, Inc.

Strategic Financial Services, Inc.

View
CEO at Strategic Financial Services, Inc.
utica, new york, united states
Website:
investstrategic.com
Employees:
35
Alan Leist Iii, Cfa Work Experience Details
  • Strategic Financial Services, Inc.
    Ceo
    Strategic Financial Services, Inc. May 2019 - Present
    New York | Florida
    View
  • Strategic Financial Services
    Principal And Senior Advisor
    Strategic Financial Services Sep 2005 - May 2019
    New York | Florida
    View
  • Aaa Northeast
    Board Of Directors
    Aaa Northeast Apr 2020 - Present
    View
  • Fulcrum Global Partners
    Senior Managing Director
    Fulcrum Global Partners 2004 - 2005
    Manhattan
    View
  • Merrill Lynch
    Director
    Merrill Lynch 1995 - 2004
    Manhattan
    View

Alan Leist Iii, Cfa Education Details

Frequently Asked Questions about Alan Leist Iii, Cfa

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 the current company?

Alan Leist Iii, Cfa's current role is CEO at Strategic Financial Services, Inc..

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

Alan Leist Iii, Cfa's email address is al****@****gic.com

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

Alan Leist Iii, Cfa's direct phone number is +131572*****

What schools did Alan Leist Iii, Cfa attend?

Alan Leist Iii, Cfa attended Cornell University, Cfa Institute, Colgate University.

Who are Alan Leist Iii, Cfa's colleagues?

Alan Leist Iii, Cfa's colleagues are Crystal Seymore, Larry Hannam, Shannon Cool, Cathy Martin, Francesca Asher, Jake Storsberg, Cpfa, Melissa Fernalld, Cfp®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.