Aaron Evans

Investment Committee Member at Strategic Financial Services, Inc. (New York)

Finance

Electronic Technology

Consumer Services

Profile

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.

Aaron Evans active positions

Companies	Position	Start
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.	Investment Committee Member	2010-12-31

All active positions of Aaron Evans

Former positions of Aaron Evans

Companies	Position	End
LOCKHEED MARTIN CORPORATION	Corporate Officer/Principal	-

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Training of Aaron Evans

Rochester Christian University

Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Listed companies	1
LOCKHEED MARTIN CORPORATION	Electronic Technology

Private companies	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