Chuck Rice, a 33+ year Wall Street veteran with extensive expertise in the private wealth arena, was the CEO of Lakeview Capital Partners prior to Lakeview becoming Bison Wealth, where he is now President and CEO.
Chuck was the Regional Manager and Executive Director for Morgan, Stanley & Co.’s Private Wealth Management division for the Great Lakes Region. Private Wealth was the firm’s group of advisors that focused exclusively on the needs of the UHNW client space. Prior to joining Morgan, Stanley, Chuck was in a senior leadership role at Bear, Stearns Co., Inc. There he managed and helped build the 4 locations in the Midwest Region. Chuck began his leadership roles at UBS/PaineWebber where he held his first position as a Branch Manager.
Chuck holds his Bachelor of Science from Purdue University and a MBA from the Lake Forest College Graduate School of Management. He currently sits on the Advisory Board for the World Bicycle Relief Foundation and is an avid cyclist. Chuck and his wife Gina currently reside in Wilmette, IL and have raised 4 children.