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Investment Advisor to Speak at UC

Alan Leist III to Speak to Investment Club, Business, Economics Students

Written By Kevin Montano '16, PR Intern

Contact - cleogrande@utica.edu

Utica, NY (11/03/2014) - The Utica College Department of Business and Economics and the Utica College Investment Club will host a talk by Alan Leist III, managing director of Strategic Financial Services, on Wednesday, Nov. 5 at 4 p.m.

Leist is a successful investment manager who spent 10 years working for various investment firms in New York City. He led the technology trading team at Merrill Lynch and later ran the trading operations at Fulcrum Global Partners before returning to Utica in 2005 to join his father at Strategic Financial Services. Today, Leist serves as the managing director and chief investment officer of Strategic Financial Services, managing over $950 million of assets.

Heavily involved in the community, Leist was a recipient of the 2009 Accent on Excellence award for his dedication to numerous causes throughout the Mohawk Valley. He is currently the board president for House of the Good Shepherd and also serves on the Mohawk Valley Edge board of directors. In addition, Leist sits on the investment committees of Pathfinder Village, a community and school for people with Down syndrome, and Faxton-St. Luke’s Healthcare.

Leist will speak at 4 p.m. in the First Source Federal Credit Union Trading Room in Hubbard Hall. Leist’s talk is sponsored by the Utica College Investment Club and is open to the entire UC community.

About Utica College – Utica College, founded in 1946, is a comprehensive private institution offering bachelors, masters and doctoral degrees. The College, located in upstate central New York, approximately 90 miles west of Albany and 50 miles east of Syracuse, currently enrolls over 4,000 students in 36 undergraduate majors, 27 minors, 21 graduate programs and a number of pre-professional and special programs.