Kevin Rice

About Kevin Rice

An analytical and technically oriented business leader with extensive experience in financial modeling, investment management and asset allocation. Utilizes quantitative, technical, fundamental and macroeconomic research to create actionable alpha generating investment recommendations. Strong leadership, communication and team-oriented skills, are exemplified in both educational experiences and vast work experiences.For additional information and disclosures please visit:

Experience

1. Senior Investment Strategist

   Hightower Signature Wealth

   Jul 2020 — Present · Chicago, IL, US

   Serve as co-chair of the Investment Committee and assist the firm in managing investment strategy, asset allocation, portfolio construction and the investment vehicles utilized in client portfolios. Provide clients with investment advisory services which includes developing an understanding of client’s unique investment needs and coordinating the design, implementation and monitoring of customized, investment solutions across traditional and alternative investments to meet those needs. Communicate with clients and internal team members on a regular basis to proactively anticipate and respond to issues and developments, researching issues and opportunities, developing new ideas, and discussing investment capabilities. Coordinate with dedicated external manager research teams across traditional and alternative investments as part of sourcing and monitoring investment managers in and for client investment portfolios. Interpret economic, market and business information in order to recognize, understand and communicate market environment. Proactively advise advisors of issues that may affect clients/prospects in either a positive or negative way.Work with advisors to acquire new business and work on bringing in additional assets from existing clients.For additional information and disclosures please visit:

Education

• Washington University in St. Louis - Olin Business School

  MBA

  2007 — 2010

• Marquette University

  Industrial Engineering

  2000 — 2005

• Washington University in St. Louis

  Masters in Engineering Management, Engineering

  2006 — 2010

Skills

• Finance
• Corporate Finance
• Global Tactical Asset Allocation
• Microsoft Excel
• Business Analysis
• Lean Manufacturing
• Economics
• Equity Research
• Asset Managment
• Equities
• Management
• Futures
• Fixed Income
• Investment Management
• Due Diligence
• Hedge Funds
• Tableau
• Derivatives
• Financial Analysis
• Spotfire
• Valuation
• Quantitative Research
• Matlab
• Investments
• Portfolio Management
• Tactical Asset Allocation
• Sql
• Bloomberg
• Financial Modeling
• Asset Allocation
• Risk Management
• Business Development
• Datastream
• Program Management
• Capital Markets
• Economic Research
• Level 1 Cfa Candidate
• Asset Management