Patrick Rice
Analyst-Equity bij Mainstay Capital Management LLC
Profiel
Mr. Patrick J.
Rice, CFA MBA, is a Senior Research Analyst at Mainstay Capital Management LLC.
He has over twenty-five years of experience in the areas of research, securities analysis, operations, and portfolio management.
Mr. Rice was employed as a Vice President by Tillar-Wenstrup Advisors LLC and a Research Analyst by Dean Investment Associates LLC.
He earned a MBA at the University of Dayton and he is a Chartered Financial Analyst, a Certified Financial PlannerTM, a Chartered Retirement Planning CounselorSM, and has completed the FINRA Series 6, 63, and 65.
Actieve functies van Patrick Rice
| Bedrijven | Functie | Begin |
|---|---|---|
Mainstay Capital Management LLC
 Mainstay Capital Management LLC Investment ManagersFinance Mainstay Capital Management LLC (Mainstay) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Grand Blanc, Michigan. Founded in 2000, Mainstay manages investment portfolios primarily for individuals. A portion of their assets under management consist of trust and corporate accounts, managed on behalf of individual clients. | Analyst-Equity | 01-05-2005 |
Eerdere bekende functies van Patrick Rice
| Bedrijven | Functie | Einde |
|---|---|---|
Tillar-Wenstrup Advisors LLC
 Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Analyst-Equity | 31-12-2005 |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Corporate Officer/Principal | 01-01-2002 |
Opleiding van Patrick Rice
| University of Dayton | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | Finance |
Mainstay Capital Management LLC
Mainstay Capital Management LLC Investment ManagersFinance Mainstay Capital Management LLC (Mainstay) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Grand Blanc, Michigan. Founded in 2000, Mainstay manages investment portfolios primarily for individuals. A portion of their assets under management consist of trust and corporate accounts, managed on behalf of individual clients. | Finance |
