Satricia Rice
Clearstead
Cleveland,
Ohio
About
Company name
Business title
Executive Managing Director, Head of the Private Client Group
Contact
How to contact
srice@clearstead.com
Professional Profile
Call Me When
you seek advice on tax, planning, investments or trust services in anticipation of an exit.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Bookkeeping
Business development
Business growth
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Estate planning
Family business
Fiduciary
Philanthropy
Private equity
Tax
Exit/Transition Planning
Business Focus
Tax, Financial Planning, Investments, Trust Services
Professional Certification
CFA, CIMA
Client Industries
Financial Services
Chapter information
Membership
Cleveland Sponsor
Member since
New Member
Chapter Leadership Role
Launch Committee
Sponsorship Type
Platinum, Annual
Why I'm a Member of XPX
I value the collaboration of multi-disciplinary professionals helping business owners have a successful exit and a thriving legacy.
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