Alan Leist
Gründer bei Strategic Financial Services, Inc. (New York)
Ursprung des Netzwerks ersten Grades von Alan Leist
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans.
13
| Private Company | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Alan Leist
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
KEYCORP | Major Banks | Corporate Officer/Principal | |
LOCKHEED MARTIN CORPORATION | Aerospace & Defense | Corporate Officer/Principal | |
Rochester Christian University | College/University | Masters Business Admin | |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
QUALYS, INC. | Packaged Software | Investor Relations Contact | |
Manufacturers & Traders Trust Co.
Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Regional Banks | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Chief Operating Officer | |
Deutsche Bank AG (Broker UK)
Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Investment Banks/Brokers | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Clarkson University | College/University | Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Hartwick College | College/University | Undergraduate Degree | |
Kenyon College | College/University | Undergraduate Degree | |
Long Island University | College/University | Masters Business Admin | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Masters Business Admin | |
MIT Sloan School of Management | College/University | Masters Business Admin | |
Gabelli School of Business | College/University | Masters Business Admin | |
Hamilton Point Investment Advisors LLC
Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Investment Managers | Chief Executive Officer | |
Siena College | College/University | Undergraduate Degree | |
LG&E & KU Energy LLC
LG&E & KU Energy LLC Internet Software/ServicesTechnology Services LG&E & KU Energy LLC provides energy and utility services. It generates electricity from coal, oil and gas, and hydro energy sources. The firm is a diversified energy services company, which is a member of the PPL family of companies. It offers energy and utility services to residential and business customers. The company was founded in 1990 and is headquartered in Louisville, KY. | Internet Software/Services | Corporate Officer/Principal | |
The House of the Good Shepherd
The House of the Good Shepherd Medical/Nursing ServicesHealth Services The House of the Good Shepherd provides residential care to children and families. It offers comprehensive human service agency providing treatment to children and their families. The company specializes in foster and respite care, bridges to health and education. The House of the Good Shepherd was founded in 1872 and is headquartered in Utica, NY. | Medical/Nursing Services | Director/Board Member | |
University of Hartford | College/University | Graduate Degree | |
Utica College | College/University | Undergraduate Degree | |
American Youth Soccer Organization, Inc.
American Youth Soccer Organization, Inc. Movies/EntertainmentConsumer Services American Youth Soccer Organization, Inc. operates as a nonprofit and the oldest national youth soccer program. It provides soccer program development. The company was founded in 1964 and is headquartered in Torrance, CA. | Movies/Entertainment | Corporate Officer/Principal | |
University of Delhi | College/University | Undergraduate Degree | |
Centre for Development of Telematics
Centre for Development of Telematics Specialty TelecommunicationsCommunications Centre for Development of Telematics engages in Telecom Technology. It offers optical technologies, switching & Routing solutions, wireless technologies and software applications. The firm’s services include consultancy, training and transfer of technology. The company was founded in August 1984 and is headquartered in New Delhi, India. | Specialty Telecommunications | Corporate Officer/Principal | |
The Fuqua School of Business | College/University | Masters Business Admin | |
Trinsum Group
Trinsum Group Investment ManagersFinance Trinsum Group provides financial advisory services. The company has offices in Chicago, London, New York, San Francisco, Singapore, Tokyo, and Zurich. Trinsum is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 40 |
Indien | 3 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 19 |
Finance | 18 |
Technology Services | 3 |
Electronic Technology | 2 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 21 |
Undergraduate Degree | 12 |
Investment Committee Member | 9 |
Portfolio Manager-Equities | 8 |
Analyst-Equity | 7 |
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