Rachel brings over 15 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 held roles at wealth management and consulting firms in New York and Seattle.
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.
I appreciate that financial markets and human relationships can be very complex; at Coldstream I enjoy helping clients navigate both. Our ability to be independent is very satisfying and serves our clients well. I enjoy working with individuals and families, learning their stories, and developing a relationship over the long term.