Satricia A. Rice
Head-Equity Investments bei Clearstead Advisors, LLC
Profil
Ms. Satricia A.
Rice, CFA, is a Senior Managing Director & Head of Portfolio Management at Clearstead Advisors, LLC.
She joined Clearstead’s Private Client Group in 2010 and has over 22 years of experience in the investment advisory business.
Ms. Rice is responsible for the development of investment policy, asset allocation advice, manager due diligence, and investment management services for families and non-profit institutions.
She also head the firms Portfolio Management team.
In this role, she manages the Portfolio Management process and overall team development.
Prior to joining Clearstead, she served as Senior Vice President and Senior Portfolio Manager for Hawthorn/PNC and Gries Financial.
She holds a BA in economics from St. Lawrence University and a JD from the Ohio State University.
She is a member of the CFA Institute and the Investments and Wealth Institute.
Aktive Positionen von Satricia A. Rice
| Unternehmen | Position | Beginn |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Head-Equity Investments | 01.01.2010 |
Ausbildung von Satricia A. Rice
| St. Lawrence University | Undergraduate Degree |
| The Ohio State University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |
