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Satricia Rice, JD, CFA, CIMA

Senior Managing Director, Institutional Consulting Group

Satricia joined Clearstead in 2010 and has 22 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. 

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 and the Cleveland Council of World Affairs Foundation Board.  She is a founding board member of the Girl Scouts of Northeast Ohio and a former board President of the Hershey Montessori School.  Satricia was named a Woman of Professional Excellence by the Greater Cleveland YWCA.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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