About
Rachel
Rachel has spent more than 25 years building expertise across investment research, portfolio analysis, financial planning, and wealth management. Today, she helps high-net-worth individuals and families develop comprehensive strategies to support their long-term financial goals.
Rachel joined Derby & Company in 2014 and has continued to serve clients through the firm's evolution into Focus. Prior to joining the firm, she held Senior Research Analyst positions at RINET, New England Private Wealth Advisors, and Kobren Insight Management. She began her career in operations at Fidelity Investments.
Rachel resides in Sharon, Massachusetts, with her husband and three children. She enjoys spending time with her family, as well as running, traveling, and skiing.
Education and Professional Milestones
-Lehigh University – Bachelor of Science in Finance
-Boston College – Master of Business Administration
Rachel has spent more than 25 years building expertise across investment research, portfolio analysis, financial planning, and wealth management. Today, she helps high-net-worth individuals and families develop comprehensive strategies to support their long-term financial goals.
Rachel joined Derby & Company in 2014 and has continued to serve clients through the firm's evolution into Focus. Prior to joining the firm, she held Senior Research Analyst positions at RINET, New England Private Wealth Advisors, and Kobren Insight Management. She began her career in operations at Fidelity Investments.
Rachel resides in Sharon, Massachusetts, with her husband and three children. She enjoys spending time with her family, as well as running, traveling, and skiing.
Education and Professional Milestones
-Lehigh University – Bachelor of Science in Finance
-Boston College – Master of Business Administration