Mr. DeMichele is the Chief Investment Officer of Strategy Asset Managers. Prior to establishing Strategy Asset Managers, Mr. DeMichele served as the Chairman and CEO of Lexington Management Corporation, as well as Chairman of the firm's Investment Strategy Group, from 1981 through 2000. He also held the position of President and Chief Executive Officer of Lexington's publicly held parent company, Lexington Global Asset Managers, from 1983 through 2000. During this period, Mr. DeMichele also served as Chairman and Co-Portfolio Manager of Market Systems Research (MSR), a Lexington Global Asset Managers subsidiary. Prior to Lexington and MSR, Mr. DeMichele worked for Warburg, Paribas, Becker, an international investment-banking firm, where he held several positions. Before joining Becker in 1973, Mr. DeMichele worked at Richardson Vicks, Inc., a leading consumer-marketing firm.
Mr. DeMichele holds a B.A. degree from Union College and an MBA from Cornell University, Johnson Graduate School of Business.
Robert M. DeMichele
Chief Investment Officer
Mr. Wapnick is the Director of Global Investment Strategy and is responsible for portfolio management of global investments. In addition, he is responsible for equity analysis. Alan has over 40 years of investment experience.
Prior to joining Strategy Asset Managers in 2001, Mr. Wapnick worked with Lexington Management Corporation as the Director of Domestic Equity Investment Strategy. At Lexington, he was responsible for the portfolio management of value equity and co-portfolio management of global investments. Before joining Lexington in 1986, Mr. Wapnick was an equity analyst with Merrill Lynch, J & W Seligman, Dean Witter and Union Carbide Corporation.
Mr. Wapnick is a graduate of Dartmouth College and received his MBA in finance from Columbia University.
Senior Vice President, Director of Global Strategies
50 Tice Boulevard, Suite 130 * Woodcliff Lake, New Jersey 07677
Mr. Jensen is Director of Research and is responsible for research and portfolio management of domestic and global investments. In addition, he is Chief Operating Officer and Chief Compliance Officer of Strategy Asset Managers, LLC. In a separate capacity, he has served as an Investment Adviser Representative of Holly Street Wealth Advisors since April 2015. Prior to joining Holly Street Wealth Advisors, he served as Chief Investment Officer of Elevage Partners, LLC from April 2013 to March 2015. Furthermore, Mr. Jensen served as a Financial Advisor for Morgan Stanley Smith Barney LLC from December 2010 to September 2012. Mr. Jensen’s prior investment experience also includes Research Analyst for Boyar Intrinsic Value Research LLC, Director of Research for Osprey Partners Investment Management LLC, Chief Investment Officer of MFR Advisors, Inc. and Senior Vice President in Charge of Fixed Income for the Pilgrim Group.
Mr. Jensen holds an MBA in Finance from Fairleigh Dickinson University and a BSBA in Accounting from Boston University.
Co-Chief Investment Officer