Satricia A. Rice, JD, CFA, CIMA®

Executive Managing Director and Head of Private Client Group

Satricia A. Rice, JD, CFA, CIMA®

Satricia joined Clearstead in 2010 and has 27 years of experience in the investment advisory business. Satricia is responsible for the development of investment policy, asset allocation advice, manager due diligence, and investment management services for families and non-profit institutions. Satricia is also the Head of the Private Client Group. In this role, she manages the Private Client Group Managing Directors, and is responsible for retention, new business, and talent development.

Prior to joining Clearstead, Satricia 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. Satricia is a member of the CFA Institute and the Investments and Wealth Institute.

Satricia is the co-Founder and co-Chair of EmpowHER, Clearstead’s women’s initiative. She is a member of the Investment Committee for the Friends of Breakthrough Schools. She is a founding board member of the Girl Scouts of Northeast Ohio, a former board President of the Hershey Montessori School, and currently a member of the University Hospitals Diamond Advisory Group as well as the Rainbow Babies and Children Foundation Board. Satricia was named a Woman of Professional Excellence by the Greater Cleveland YWCA.