Satricia A. Rice
Head-Equity Investments presso Clearstead Advisors, LLC
Profilo
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.
Posizioni attive di Satricia A. Rice
Società | Posizione | Inizio |
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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 |
Formazione di Satricia A. Rice
St. Lawrence University | Undergraduate Degree |
The Ohio State University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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