Our Team

Meet Our Team

Rachel McCracken

Teams

  • Team McCracken

Locations

  • Seattle

Roles

  • Wealth Manager

Rachel McCracken, CFA®, MBA

Team Lead & Wealth Manager

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 Wealth 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.

THE MOST TREASURED THING I OWN

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.

ONE PIECE OF ADVICE

Don’t get caught up in investment jargon. Ask clarifying questions, especially when you’re discussing your own finances.

HOBBIES

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.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.

Recent Article Contributions

  • December 6, 2022

    Do You Really Need To Retire?

    When I sat down to write this article, I was supposed to create a retirement checklist but instead I kept thinking about Greg… I met Greg this summer while golfing in Maine with my brother. In those four hours, I gathered that he had a wicked New England accent, a very low handicap, was in [...]

    Rachel McCracken
    Contributions from: Rachel McCracken, CFA®, MBA
  • March 15, 2022

    Coldstream Recognized on Barron’s 2022 Top 1200 Advisor Rankings

    Bellevue, WA – March 15, 2022 We’d like congratulate Kevin Fitzwilson and Rachel McCracken for their recognition in Barron’s 2022 Top 1200 Advisor Rankings. Kevin and Rachel are among the top advisors in Washington State this year!  We thank them for their dedication to bringing peace of mind to the individuals and families we serve. [...]

    Kevis FitzwilsonRachel McCracken
    Contributions from: Kevin Fitzwilson, Rachel McCracken, CFA®, MBA
  • July 21, 2020

    Taking the Leap – Buying a Second Home

    July 14, 2020 Buying a second home. It has always been an aspirational goal for our family, and with the shelter in place ordinance, the idea of having a safe getaway where we could unwind and get away from my dining-room-turned-office became the motivating factor of finding that second home now. [...]

    Rachel McCracken
    Contributions from: Rachel McCracken, CFA®, MBA