Rick Pietrzak
Senior Vice President, Head of Investment Consulting
Rick is a Senior Vice President and Head of Investment Consulting for Segal Marco, responsible for oversight of our investment advisory services. He is based in the Cleveland office and has over 20 years of experience in the investment industry. Rick also oversees our Investment Operations Solutions Practice and leads Segal Marco’s Cleveland office. He advises large institutional clients across markets on developing investment policy statements, selecting investment managers and custodians and evaluating investment performance. Rick also serves as a member of the Discretionary Oversight Committee
Rick was a Consultant with Segal Marco Advisors from 2005-2010, and was then a Vice President and Portfolio Manager for PNC Institutional Investments, where he managed investment portfolios for foundations, endowments and corporate clients. He rejoined Segal Marco Advisors in 2012.
Rick received a BS in Business Administration from Cleveland State University and an MBA in Finance from John Carroll University. He was nominated to the international business honor society, Beta Gamma Sigma. He is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of Cleveland. Rick also holds the Chartered Alternative Investment Analyst designation.
Rick serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Contact Rick
Leadership
Rick Pietrzak
Senior Vice President, Head of Investment Consulting
Rick is a Senior Vice President and Head of Investment Consulting for Segal Marco, responsible for oversight of our investment advisory services. He is based in the Cleveland office and has over 20 years of experience in the investment industry. Rick also oversees our Investment Operations Solutions Practice and leads Segal Marco’s Cleveland office. He advises large institutional clients across markets on developing investment policy statements, selecting investment managers and custodians and evaluating investment performance. Rick also serves as a member of the Discretionary Oversight Committee
Rick was a Consultant with Segal Marco Advisors from 2005-2010, and was then a Vice President and Portfolio Manager for PNC Institutional Investments, where he managed investment portfolios for foundations, endowments and corporate clients. He rejoined Segal Marco Advisors in 2012.
Rick received a BS in Business Administration from Cleveland State University and an MBA in Finance from John Carroll University. He was nominated to the international business honor society, Beta Gamma Sigma. He is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of Cleveland. Rick also holds the Chartered Alternative Investment Analyst designation.
Rick serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Contact Rick
Leadership
Rick Pietrzak
Senior Vice President, Head of Investment Consulting
Contact Rick
Rick is a Senior Vice President and Head of Investment Consulting for Segal Marco, responsible for oversight of our investment advisory services. He is based in the Cleveland office and has over 20 years of experience in the investment industry. Rick also oversees our Investment Operations Solutions Practice and leads Segal Marco’s Cleveland office. He advises large institutional clients across markets on developing investment policy statements, selecting investment managers and custodians and evaluating investment performance. Rick also serves as a member of the Discretionary Oversight Committee
Rick was a Consultant with Segal Marco Advisors from 2005-2010, and was then a Vice President and Portfolio Manager for PNC Institutional Investments, where he managed investment portfolios for foundations, endowments and corporate clients. He rejoined Segal Marco Advisors in 2012.
Rick received a BS in Business Administration from Cleveland State University and an MBA in Finance from John Carroll University. He was nominated to the international business honor society, Beta Gamma Sigma. He is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of Cleveland. Rick also holds the Chartered Alternative Investment Analyst designation.
Rick serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Leadership
Rick Pietrzak
Senior Vice President, Head of Investment Consulting
Contact Rick
Rick is a Senior Vice President and Head of Investment Consulting for Segal Marco, responsible for oversight of our investment advisory services. He is based in the Cleveland office and has over 20 years of experience in the investment industry. Rick also oversees our Investment Operations Solutions Practice and leads Segal Marco’s Cleveland office. He advises large institutional clients across markets on developing investment policy statements, selecting investment managers and custodians and evaluating investment performance. Rick also serves as a member of the Discretionary Oversight Committee
Rick was a Consultant with Segal Marco Advisors from 2005-2010, and was then a Vice President and Portfolio Manager for PNC Institutional Investments, where he managed investment portfolios for foundations, endowments and corporate clients. He rejoined Segal Marco Advisors in 2012.
Rick received a BS in Business Administration from Cleveland State University and an MBA in Finance from John Carroll University. He was nominated to the international business honor society, Beta Gamma Sigma. He is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of Cleveland. Rick also holds the Chartered Alternative Investment Analyst designation.
Rick serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Leadership
Rick Pietrzak
Senior Vice President, Head of Investment Consulting
Contact Rick
Rick is a Senior Vice President and Head of Investment Consulting for Segal Marco, responsible for oversight of our investment advisory services. He is based in the Cleveland office and has over 20 years of experience in the investment industry. Rick also oversees our Investment Operations Solutions Practice and leads Segal Marco’s Cleveland office. He advises large institutional clients across markets on developing investment policy statements, selecting investment managers and custodians and evaluating investment performance. Rick also serves as a member of the Discretionary Oversight Committee
Rick was a Consultant with Segal Marco Advisors from 2005-2010, and was then a Vice President and Portfolio Manager for PNC Institutional Investments, where he managed investment portfolios for foundations, endowments and corporate clients. He rejoined Segal Marco Advisors in 2012.
Rick received a BS in Business Administration from Cleveland State University and an MBA in Finance from John Carroll University. He was nominated to the international business honor society, Beta Gamma Sigma. He is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of Cleveland. Rick also holds the Chartered Alternative Investment Analyst designation.
Rick serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
