firstname.lastname@example.org | 425.463.3008
Rachel brings over 20 years of experience in private wealth management and management consulting to serve her clients. She has worked in the role of investment professional for a diverse group of clients ranging from entrepreneurs, Fortune 500 CEOs, and family estates. As a Relationship Manager, Rachel works hand in hand with Coldstream’s Portfolio Management and Wealth Planning groups for the successful management of our clients’ wealth. As a Team Lead, she manages a group of eight professionals, focusing on growth, career development, and excellent client service. Prior to joining Coldstream, Rachel was at CTC|myCFO in Seattle and Ayco Goldman Sachs in New York.
Rachel obtained an MBA in Finance from the Lally School of Management and Technology at Rensselaer Polytechnic Institute (RPI). She also graduated summa cum laude with a Bachelor of Arts in French and Spanish from the State University of New York. Rachel holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Seattle.
A two-foot, antique ruler that was given to me when visiting Covent Gardens when I was 18. The man selling these old, handmade tools impressed me as one of the happiest people I’ve ever met to this day.
Don’t get caught up in investment jargon. Ask clarifying questions, especially when you’re discussing your own finances.
My hobbies include running, watching my daughter play volleyball, reading the news, and listening to audio books while walking my dog. Some of my emerging hobbies are golfing with my husband and completing a sprint triathalon.