Satricia A. Rice
Head-Equity Investments en Clearstead Advisors, LLC .
Origen de la red de primer grado Satricia A. Rice.
Entidad | Tipo de entidad | Industria | |
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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).
17
| Holding Company | Investment Managers | 17 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Satricia A. Rice a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Lexington Global Asset Managers, Inc.
Lexington Global Asset Managers, Inc. Investment Banks/BrokersFinance Part of ING Groep NV, Lexington Global Asset Managers, Inc. is a company that provides asset management services. The company is based in Saddle Brook, NJ. Lexington Global Asset Managers was acquired by ReliaStar Financial Corp. on July 26, 2000 for $69.92 million. | Investment Banks/Brokers | Portfolio Manager-Equities | |
Rochester Christian University | College/University | Graduate Degree | |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Analyst-Equity | |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Analyst-Equity | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Head-Fixed Income Invts | |
EMPATHO HOLDINGS INC. | Data Processing Services | Director/Board Member | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Investment Banks/Brokers | Corporate Officer/Principal | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
University of Virginia | College/University | Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Amherst College | College/University | Undergraduate Degree | |
Baldwin-Wallace College | College/University | Masters Business Admin | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Cleveland State University | College/University | Masters Business Admin Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Graduate Degree | |
John Carroll University | College/University | Masters Business Admin | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
Loyola University of Chicago | College/University | Masters Business Admin | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree | |
University of Akron
University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
University of Louisville | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Gubkin Russian State University of Oil & Gas | College/University | Undergraduate Degree | |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Trading-Equity | |
Tuck School of Business at Dartmouth | College/University | Undergraduate Degree | |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Managers | Corporate Officer/Principal | |
Hartland Management Investors LLC
Hartland Management Investors LLC Financial ConglomeratesFinance Hartland Management Investors LLC provides banking and financial services. The company is headquartered in Cleveland, OH. | Financial Conglomerates | Chief Executive Officer | |
INTELLABRIDGE TECHNOLOGY CORP. | Packaged Software | Director/Board Member | |
Anacapa Advisors LLC | Corporate Officer/Principal | ||
614 Artist Management Group Ltd. | Chief Operating Officer | ||
JPMorgan Asset Management, Inc.
JPMorgan Asset Management, Inc. Investment ManagersFinance JPMorgan Asset Management, Inc. operates as an asset manager for individuals, advisors, and institutions. It engages in providing clients with strategies and expertise that span the full spectrum of asset classes through its network of investment professionals. The company was founded in 1935 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
McDonough School of Business | College/University | Masters Business Admin | |
The College of Wooster | College/University | Undergraduate Degree | |
Stepstone Group Real Estate LP
Stepstone Group Real Estate LP Investment ManagersFinance Stepstone Group Real Estate LP is a Private Equity firm, a subsidiary of StepStone Group, Inc. founded in 2007. Stepstone Group Real Estate LP is headquartered in New York. | Investment Managers | Private Equity Investor |
Estadísticas
Internacional
Estados Unidos | 47 |
Canadá | 2 |
Rusia | 2 |
Sectorial
Consumer Services | 25 |
Finance | 19 |
Technology Services | 3 |
Government | 2 |
Commercial Services | 2 |
Operativa
Undergraduate Degree | 18 |
Corporate Officer/Principal | 14 |
Masters Business Admin | 11 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 7 |
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