Aaron Evans
Mitglied des Investmentausschusses bei 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.
Aktive Positionen von Aaron Evans
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.01.2011 |
Ehemalige bekannte Positionen von Aaron Evans
| Unternehmen | Position | Ende |
|---|---|---|
| LOCKHEED MARTIN CORPORATION | Corporate Officer/Principal | - |
Ausbildung von Aaron Evans
| Rochester Christian University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| LOCKHEED MARTIN CORPORATION | Electronic Technology |
| Private Unternehmen | 1 |
|---|---|
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 |
