Rachel brings over 15 years of experience in private wealth management and management consulting to serve her clients. She also supports business development efforts alongside the firm’s existing consultants, and has served as a key member of the Investment Policy Committee. Rachel has worked in the role of investment professional for a diverse group of clients ranging from entrepreneurs, Fortune 500 CEOs, and family estates. Prior to joining Coldstream, Rachel held roles at wealth management and consulting firms in New York and Seattle.
Rachel obtained a Master’s of Business Administration in Finance from the Lally School of Management and Technology at Rensselaer Polytechnic Institute (RPI) in Troy, NY. She was the sole recipient of RPI’s Award of Excellence in Finance in her class. She also graduated summa cum laude with a Bachelor of Arts in French and Spanish from State University of New York at Albany in Albany, New York.
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.