Profile
Mr. David Lemire, CFA MBA, is a Director of Research & Partner at Strategic Financial Services, Inc. (New York).
He oversees the firm’s research efforts focusing on asset allocation, security selection, and investment manager due diligence.
In addition, he serves on Strategic’s Investment Committee focusing on the development of quantitative tools to enhance the firms’ investment management processes.
He joined Strategic in September of 2011 and he has thirty years of business experience with nineteen of those years in research and retirement plans.
Mr. Lemire was previously employed as a President by Adirondack Financial Services Corp.
He received his undergraduate degree from Kenyon College and an MBA from Gabelli School of Business.
David Lemire active positions
| Companies | Position | Start |
|---|---|---|
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services' investment process is built on a foundation of evidence aimed at long-term wealth creation. The firm employs a meticulous investment process that integrates quantitative screening with fundamental research to construct portfolios biased towards identified advantageous investment factors. Their strategies are designed by combining factor exposure, top-down analysis, bottom-up selection, and secular themes. Emphasis is placed on assets and securities that align favorably with these criteria. | Director of Research - Equity | 01/01/2022 |
Former positions of David Lemire
| Companies | Position | End |
|---|---|---|
Adirondack Financial Services Corp.
Adirondack Financial Services Corp. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of David Lemire
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 4 |
|---|---|
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services' investment process is built on a foundation of evidence aimed at long-term wealth creation. The firm employs a meticulous investment process that integrates quantitative screening with fundamental research to construct portfolios biased towards identified advantageous investment factors. Their strategies are designed by combining factor exposure, top-down analysis, bottom-up selection, and secular themes. Emphasis is placed on assets and securities that align favorably with these criteria. | Finance |
Kenyon College
Kenyon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Adirondack Financial Services Corp.
Adirondack Financial Services Corp. Investment ManagersFinance Provides investment advice | Finance |
Gabelli School of Business
Gabelli School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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