Kevin Rice

Senior Investment Strategist @Hightower Signature Wealth

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2020 — Present

Senior Investment Strategist @Hightower Signature Wealth

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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

2007 — 2010

Washington University in St. Louis - Olin Business School

MBA

2000 — 2005

Marquette University

Industrial Engineering

2006 — 2010

Washington University in St. Louis

Masters in Engineering Management, Engineering

SKILLS

FinanceCorporate FinanceGlobal Tactical Asset AllocationMicrosoft ExcelBusiness AnalysisLean ManufacturingEconomicsEquity ResearchAsset ManagmentEquitiesManagementFuturesFixed IncomeInvestment ManagementDue DiligenceHedge FundsTableauDerivativesFinancial AnalysisSpotfireValuationQuantitative ResearchMatlabInvestmentsPortfolio ManagementTactical Asset AllocationSqlBloombergFinancial ModelingAsset AllocationRisk ManagementBusiness DevelopmentDatastreamProgram ManagementCapital MarketsEconomic ResearchLevel 1 Cfa CandidateAsset Management

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:

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