Rick Suarez
Chief Executive Officer at Clarfeld Financial Advisors LLC
Rick Suarez active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | - | - |
| Corporate Officer/Principal | - | - | |
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. | Chief Executive Officer | 31/12/2019 | - |
| Chief Operating Officer | 31/12/1995 | - | |
| Investment Committee Member | 31/12/1995 | - | |
| Director of Investments | 31/12/1995 | - | |
| Portfolio Manager-Equities | 31/12/1995 | - | |
| President | 31/12/2019 | - |
Career history of Rick Suarez
Former positions of Rick Suarez
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | - | - |
Training of Rick Suarez
| Fairfield University | Undergraduate Degree |
| Pace University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Director/Board Member | 2 |
| Corporate Officer/Principal | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Commercial Services | 3 |
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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