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Alan Remy Leist
Directeur Général chez
Strategic Financial Services, Inc. (New York)
Profil
Mr. Alan R.
Leist is a Chief Executive Officer at Strategic Financial Services, Inc. (New York).
He is responsible for leading the Strategic team and executing firm strategy.
He also has over 20 plus years of investment career as a passionate advocate for his clients in the market.
He spent the early part of his career in Manhattan as an equity trader and team leader for Merrill Lynch and Fulcrum Global Partners.
He received his Bachelor of Arts in Economics from Colgate University and an MBA from The Johnson School of Management at Cornell University.
Postes actifs de Alan Remy Leist
| Sociétés | Poste | Début |
|---|---|---|
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services' investment process is built on a foundation of evidence aimed at long-term wealth creation. The firm employs a meticulous investment process that integrates quantitative screening with fundamental research to construct portfolios biased towards identified advantageous investment factors. Their strategies are designed by combining factor exposure, top-down analysis, bottom-up selection, and secular themes. Emphasis is placed on assets and securities that align favorably with these criteria. | Directeur Général | 01/05/2019 |
Anciens postes connus de Alan Remy Leist
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Fulcrum Global Partners LLC
 Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Corporate Officer/Principal | - |
The House of the Good Shepherd
 The House of the Good Shepherd Medical/Nursing ServicesHealth Services Provides residential care to children and families | Directeur/Membre du Conseil | - |
Formation de Alan Remy Leist
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Fulcrum Global Partners LLC
Fulcrum Global Partners LLC Investment Banks/BrokersFinance Provides securities research analysis and trade execution services | Finance |
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services' investment process is built on a foundation of evidence aimed at long-term wealth creation. The firm employs a meticulous investment process that integrates quantitative screening with fundamental research to construct portfolios biased towards identified advantageous investment factors. Their strategies are designed by combining factor exposure, top-down analysis, bottom-up selection, and secular themes. Emphasis is placed on assets and securities that align favorably with these criteria. | Finance |
Colgate University
 Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Graduate School of Management
 Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The House of the Good Shepherd
The House of the Good Shepherd Medical/Nursing ServicesHealth Services Provides residential care to children and families | Health Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
