Satricia A. Rice
Head-Equity Investments en Clearstead Advisors, LLC .
Cargos activos de Satricia A. Rice
Empresas | Cargo | Inicio | Fin |
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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 | - |
Gestor de Cartera-Acciones | 01/01/2010 | - |
Historial de carrera de Satricia A. Rice
Formación de Satricia A. Rice.
St. Lawrence University | Undergraduate Degree |
The Ohio State University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Head-Equity Investments | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorial
Consumer Services | 3 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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