Rita N. A. Mansour, CPWA®

Proven Leader, Admired Advisor, Influential Entrepreneur

Recognized by Barron’s Investment News Magazine as one of the Top 100 Female Advisors in the United States, Rita advises clients in the U.S. and around the world. Fluent in three languages, her correspondent relationships allow her access to global markets and a vast client list including professionals, business owners, retirees, foundations, endowments and institutions involved in various areas of commerce. Rita’s combination of worldwide clientele, keen sense of entrepreneurship, and particular attention to detail provide her clients with a unique perspective they can learn and gain from.

A Toledo native, Rita earned her Bachelor of Business Administration degree from the University of Toledo, where she developed and maintained a successful promotional products company. The company’s success, largely due to Rita’s marketing and business acumen, led the University of Toledo’s College of Business to ultimately award her the Edwin R. Hodge Memorial Entrepreneurship Award in 1988.

Rita has recently received many additional awards, including her alma mater Notre Dame Academy’s Hall of Fame Award, Toledo’s 20 under 40 Award, and Arab American of the Year. She also was named Outstanding Alumni of the Year of the University of Toledo College of Business and Innovation and received the YWCA Milestone Award for Business.

As a registered representative of FINRA, Rita holds Series 7, 8, 31, 63 and 65 licenses. She is also a licensed insurance agent in the areas of life and health. Further, in 2012 Rita earned the Certified Private Wealth Advisor® (CPWA®) certification, administered by Investment Management Consultants Association® (IMCA®) and taught in conjunction with The University of Chicago Booth School of Business.

As Senior Managing Director, Rita and her team are focused on comprehensive wealth management and work closely with attorneys, CPAs and other experts to help assure each client complete professional counsel. Quoted often in local and financial media, she has also been recognized as a member of the State by State Winner Circle, which ranks the top advisors in America. This award is given to advisors based on assets under management, ethical and moral standards, and client satisfaction.

Rita passionately believes that giving back to her community is an important responsibility. She is actively involved in many civic and philanthropic organizations and serves as a Board Member of the Arts Commission of Greater Toledo, Toledo Community Foundation, and Lourdes University.