Strategy Asset Managers, LLC. Employee Directory

Q: What is Strategy Asset Managers, LLC. known for?

Strategy Asset Managers, LLC. was founded in 2001. Strategy Asset Managers, LLC. operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

Strategy Asset Managers, LLC (“SAM”) is a boutique asset management and financial services firm that specializes in proprietary separately managed accounts. Established in 2001, the Firm offers global and domestic products to private client and institutional investors. Our portfolio management success is driven by employing both quantitative techniques and fundamental analysis to our investment strategies. We pride ourselves on being accessible to all of our clients. 
. 

Strategy Asset Managers’ investment team has been managing private client assets and globally structured portfolios together for over 25 years.   The Firm will continue to offer the domestic and global investment strategies that have served our clients well throughout an ever changing, ever evolving investment market landscape.

Find Strategy Asset Managers, LLC. employees' phone numbers or email addresses

Strategy Asset Managers, LLC. Global Highlights

North America
21

United States Of America
21

Strategy Asset Managers, LLC.'s Leadership

R. D.
Chief Investment Officer
Mobile Phone
Email
C. L.
Vice President Of Portfolio Administration
Mobile Phone
Email
J. W.
Vice President Marketing And Compliance
Mobile Phone
Email
G. R.
Head Of Operations & Client Services
Mobile Phone
Email
G. S.
Senior Vice President
Mobile Phone
Email
D. Z.
Director - Senior Wealth Advisor
Mobile Phone
Email
V. M.
Director | Senior Wealth Advisor
Mobile Phone
Email
G. W.
Director
Mobile Phone
Email

Contact profiles from Strategy Asset Managers, LLC.

Name

Title

Contact Info

Location

Last Update

R. D.
Chief Investment Officer
Mobile Phone
Email
United StatesConnecticut
Oct 26, 2025
G. R.
Head Of Operations & Client Services
Mobile Phone
Email
Oct 19, 2025
C. L.
Vice President Of Portfolio Administration
Mobile Phone
Email
United StatesNew Jersey
Aug 11, 2025
G. S.
Senior Vice President
Mobile Phone
Email
Oct 16, 2024
J. W.
Vice President Marketing And Compliance
Mobile Phone
Email
United StatesNew York
Jul 27, 2024
D. Z.
Director - Senior Wealth Advisor
Mobile Phone
Email
Nov 15, 2025
V. M.
Director | Senior Wealth Advisor
Mobile Phone
Email
Nov 13, 2025
G. W.
Director
Mobile Phone
Email
Oct 21, 2024
V. M. C.
Director | Senior Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
C. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Strategy Asset Managers, LLC. known for?

Strategy Asset Managers, LLC. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 790 E Colorado Blvd, Suite 200 Pasadena, California 91101, US; you can contact the main corporate office by phone at

+1-201-822-****

. Explore Strategy Asset Managers, LLC.'s company overview page for more information.

What is Strategy Asset Managers, LLC.'s most common email format?

Strategy Asset Managers, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategy Asset Managers, LLC. email formats with LeadIQ.

How many employees does Strategy Asset Managers, LLC. have currently?

Strategy Asset Managers, LLC. has approximately 15 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Strategy Asset Managers, LLC.'s key employees and leadership?

As of December 2025, Strategy Asset Managers, LLC.'s key employees include:

Chief Investment Officer: R. D.
Vice President Of Portfolio Administration: C. L.
Vice President Marketing And Compliance: J. W.
Head Of Operations & Client Services: G. R.
Senior Vice President: G. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking