Andrew N. Leithe, CFP<sup>®</sup>

Andrew N. Leithe, CFP®

Chief Executive Officer
Investment Committee Chairman

Andrew began his career at Frontpoint Partners (previously owned by Morgan Stanley and as seen in the movie “The Big Short”) in which he covered various fundamental, quantitative, event-driven, long/short equity, and credit strategies that targeted investments across multiple sectors and geographies. After assisting the firm separate from Morgan Stanley through a partner led buyout, Andrew joined JP Morgan’s Private Equity and Real Estate Services (located in New York City) that specializes in managing the operational and back-office components of private equity and real estate investing. Soon after, he joined Apollo Global Management, LLC, a leading private equity and credit asset management firm located in New York City, to assist the firm in its marketing and investor relations efforts within strategies that targeted undervalued U.S and European leverage loans, high yield bonds, opportunistic credit, and structured credit. To advance his skillset, Andrew left Apollo Global Management and joined Siguler Guff & Company, L.P., a large multi-strategy private equity and credit asset management firm located in New York City. His role at Siguler Guff eventually evolved into assisting the firm advance its separate account platform and help develop customized separate account strategies that would seek to invest in U.S. and international private equity, distressed debt, and opportunistic credit.

Andrew, Chief Executive Officer of Strategic Financial, brings his extensive analytical, asset management, and technological expertise to the Firm’s platform. He has assisted individuals from various backgrounds (business owners, sole proprietors, doctors, lawyers, fortune 500 executives, entrepreneurs, widows, academia professionals, etc.) and businesses from varying sectors (technology, property managers, construction, farming, etc.) pursue their personal and financial goals.

Education and Designations

  • College: Furman University; Bachelor of Arts in Business Administration
  • Earned CFP® designation and completed required pre-requisites at The American College

Licenses & Registrations

  • Series 7, Series 63, Series 53, and Series 24 (exempt from Series 65 since earned CFP).
  • Life, health and annuity from the NJ Insurance Department.

Affiliations

  • Committee Member of the Furman Metropolitan Fellowship
  • Sigma Alpha Epsilon
Phone 856-983-1001