Aaron Evans
Membre du Comité d'Investissement chez Strategic Financial Services, Inc. (New York)
Profil
Mr. Aaron Evans, CFA MBA, is a Senior Advisor at Strategic Financial Services, Inc. (New York).
He partners with clients of all ages to oversee their financial affairs.
He develops structured financial plans and investment portfolios to achieve a wide variety of client goals, and helps clients discover what their goals might be if they are just getting started.
He is also a member of Strategic’s Investment Committee.
Prior to joining Strategic in 2011, Mr. Evans managed and designed defense solutions for the United States Armed Forces with Lockheed Martin Corporation.
He received his BS in Electrical and Computer Engineering from the University of Rochester and an MBA from the University of Rochester.
Postes actifs de Aaron Evans
Sociétés | Poste | Début |
---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2011 |
Anciens postes connus de Aaron Evans
Sociétés | Poste | Fin |
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LOCKHEED MARTIN CORPORATION | Corporate Officer/Principal | - |
Formation de Aaron Evans
Rochester Christian University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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LOCKHEED MARTIN CORPORATION | Electronic Technology |
Entreprise privées | 1 |
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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. | Finance |