Patrick Rice
Analyst-Equity bei Mainstay Capital Management LLC
Profil
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.
Aktive Positionen von Patrick Rice
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Patrick Rice
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Patrick Rice
| University of Dayton | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
