Rick Suarez
Algemeen Directeur bij Clarfeld Financial Advisors LLC
Profiel
Mr. Rick Suarez is a Chief Executive Officer at Clarfeld Financial Advisors LLC and a Director & Vice President at Boys & Girls Club of Northern Westchester.
He is on the Board of Directors at Boys & Girls Club of Northern Westchester.
He is an Executive Committee Member of Clarfeld and a longstanding member of its Investment Policy Committee, his primary focus is providing investment advisory and financial planning services to both affluent executives and families.
He is responsible for managing all aspects of the firm’s investment advisory service for both U.S.
and offshore clients.
This includes strategic asset allocation, selection of third-party investment managers and mutual funds, business development and investment performance monitoring and reporting.
He joined Clarfeld in 1996.
Mr. Suarez received his undergraduate degree from Fairfield University and an MBA from Pace University.
He is a Certified Financial Planner.
Actieve functies van Rick Suarez
| Bedrijven | Functie | Begin |
|---|---|---|
Boys & Girls Club of Northern Westchester
 Boys & Girls Club of Northern Westchester Miscellaneous Commercial ServicesCommercial Services Boys & Girls Club of Northern Westchester provides supervised recreation, physical instruction, educational programs and civic opportunities for kids. The company was founded in 1939 and is headquartered in Mount Kisco, NY. | Directeur/Bestuurslid | - |
Clarfeld Financial Advisors LLC
 Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Algemeen Directeur | 01-01-2020 |
Eerdere bekende functies van Rick Suarez
| Bedrijven | Functie | Einde |
|---|---|---|
The Bretton Woods Committee
 The Bretton Woods Committee Miscellaneous Commercial ServicesCommercial Services The Bretton Woods Committee operates as a nonpartisan network of prominent global citizens. The firm specializes in international financial institutions, international economic policy and networking global leaders. The company was founded by Henry Owen and James C. Orr in 1983 and is headquartered in Washington, DC. | Directeur/Bestuurslid | - |
Opleiding van Rick Suarez
| Fairfield University | Undergraduate Degree |
| Pace University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Boys & Girls Club of Northern Westchester
Boys & Girls Club of Northern Westchester Miscellaneous Commercial ServicesCommercial Services Boys & Girls Club of Northern Westchester provides supervised recreation, physical instruction, educational programs and civic opportunities for kids. The company was founded in 1939 and is headquartered in Mount Kisco, NY. | Commercial Services |
Clarfeld Financial Advisors LLC
Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
The Bretton Woods Committee
The Bretton Woods Committee Miscellaneous Commercial ServicesCommercial Services The Bretton Woods Committee operates as a nonpartisan network of prominent global citizens. The firm specializes in international financial institutions, international economic policy and networking global leaders. The company was founded by Henry Owen and James C. Orr in 1983 and is headquartered in Washington, DC. | Commercial Services |
