UTICA, NY – Strategic Financial Services, Inc., has hired Greg Tedone as Head of Pensions, Senior Advisor.
In this role. Tedone is responsible for leading the pension division as fiduciary guide and advocate, as well as overseeing the pension plan experience of clients’ employers.
“We are excited to add Greg’s experience and expertise to the team as well as expand our geographic footprint with a new satellite location in Rochester, which Greg will oversee,” Strategic CEO Alan Leist III said in a statement. “Greg’s experience and success in the pension industry will bring tremendous value to our clients and drive growth. His addition to the team exemplifies our three core values: Serve, Grow, Live. »
Prior to joining Strategic, Tedone served as director of pension consulting at Wealth Enhancement Group in Rochester and QCI Asset Management in Pittsford, according to his LinkedIn profile.
Tedone holds the Certified Pension Consultant (CRPA) designation and is a graduate of the Simon Business School MBA program at the University of Rochester. He earned his bachelor’s degree from SUNY Geneseo.
Founded in 1979, Strategic has a team of over 35 wealth management professionals serving over 1,000 clients and managing over $1.75 billion in assets. The company, headquartered in Utica, has satellite offices in Little Falls, Rome, Syracuse, Troy and now Rochester.