Rick Pietrzak
Senior Vice President
Rick is a Senior Vice President with Segal Marco and has nearly 20 years of experience in the investment industry. He is also the Segal Marco Multiemployer Practice Leader and head of Segal Marco's Cleveland office. He assists clients in developing investment policy statements, selecting investment managers and custodians, and evaluating investment performance. Rick also advises clients on asset allocation strategy. He provides investment consulting services to defined benefit, defined contribution and other types of investment programs.
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. He serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Contact Rick
Leadership
Rick Pietrzak
Senior Vice President
Rick is a Senior Vice President with Segal Marco and has nearly 20 years of experience in the investment industry. He is also the Segal Marco Multiemployer Practice Leader and head of Segal Marco's Cleveland office. He assists clients in developing investment policy statements, selecting investment managers and custodians, and evaluating investment performance. Rick also advises clients on asset allocation strategy. He provides investment consulting services to defined benefit, defined contribution and other types of investment programs.
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. He serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Contact Rick
Leadership
Rick Pietrzak
Senior Vice President
Contact Rick
Rick is a Senior Vice President with Segal Marco and has nearly 20 years of experience in the investment industry. He is also the Segal Marco Multiemployer Practice Leader and head of Segal Marco's Cleveland office. He assists clients in developing investment policy statements, selecting investment managers and custodians, and evaluating investment performance. Rick also advises clients on asset allocation strategy. He provides investment consulting services to defined benefit, defined contribution and other types of investment programs.
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. He serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Leadership
Rick Pietrzak
Senior Vice President
Contact Rick
Rick is a Senior Vice President with Segal Marco and has nearly 20 years of experience in the investment industry. He is also the Segal Marco Multiemployer Practice Leader and head of Segal Marco's Cleveland office. He assists clients in developing investment policy statements, selecting investment managers and custodians, and evaluating investment performance. Rick also advises clients on asset allocation strategy. He provides investment consulting services to defined benefit, defined contribution and other types of investment programs.
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. He serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
Leadership
Rick Pietrzak
Senior Vice President
Contact Rick
Rick is a Senior Vice President with Segal Marco and has nearly 20 years of experience in the investment industry. He is also the Segal Marco Multiemployer Practice Leader and head of Segal Marco's Cleveland office. He assists clients in developing investment policy statements, selecting investment managers and custodians, and evaluating investment performance. Rick also advises clients on asset allocation strategy. He provides investment consulting services to defined benefit, defined contribution and other types of investment programs.
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. He serves on the Finance Council and Investment Committee for the Catholic Diocese of Cleveland.
