Satricia A. Rice, JD, CFA, CIMA®

Executive Managing Director and Head of Private Client Group

Satricia A. Rice, JD, CFA, CIMA®

Satricia Rice is the Executive Managing Director and Head of Private Client Services at Clearstead, the private client advisors in delivering holistic wealth management services to families and individuals. She has been working in the investment advisory industry since 1996, joined Clearstead in 2010, and has been a shareholder since 2012.

Satricia brings expertise in investment strategy, portfolio management, and client service. Before joining Clearstead, she worked as Senior Vice President and Senior Portfolio Manager at Hawthorn/PNC and Gries Financial. Throughout Satricia’s career, she has led initiatives focused on delivering customized investment solutions and developing high-performing advisory teams.

Satricia obtained her BA in Economics from St. Lawrence University, her JD from The Ohio State University, and is a member of the CFA Institute and the Investments and Wealth Institute. Satricia currently serves on the Investment Committee for the Friends of Breakthrough Schools and the board of the Rainbow Babies and Children’s Foundation. She is a founding board member of the Girl Scouts of Northeast Ohio and a former board President of the Hershey Montessori School. She is a member of the University Hospitals Diamond Advisory Group. She is the Co-Founder and Co-Chair of EmpowHER, Clearstead’s women’s initiative.