About Rachel
Rachel is responsible for providing clients with investment management and financial planning services. She conducts research on both public and private market strategies and communicates the firm’s investment offerings to advisors and clients. Rachel participates in the development of the firm’s asset allocation policy and contributes to portfolio construction.
Rachel currently resides in Sharon, Pennsylvania, with her husband and three children. She enjoys spending time with her family as well as running, traveling, and coaching youth sports.
Education and Professional Milestones
- Boston College – Master of Business Administration
- Lehigh University, Pennsylvania – Bachelor of Science in finance
- She spent five years as a senior research analyst at RINET.
- Began her career at Fidelity Investments and held senior research analyst positions at RINET, New England Private Wealth Advisors, and Kobren Insight Management.
Rachel is responsible for providing clients with investment management and financial planning services. She conducts research on both public and private market strategies and communicates the firm’s investment offerings to advisors and clients. Rachel participates in the development of the firm’s asset allocation policy and contributes to portfolio construction.
Rachel currently resides in Sharon, Pennsylvania, with her husband and three children. She enjoys spending time with her family as well as running, traveling, and coaching youth sports.
Education and Professional Milestones
- Boston College – Master of Business Administration
- Lehigh University, Pennsylvania – Bachelor of Science in finance
- She spent five years as a senior research analyst at RINET.
- Began her career at Fidelity Investments and held senior research analyst positions at RINET, New England Private Wealth Advisors, and Kobren Insight Management.