About Rachel
Rachel provides wealth management and investment advisory services to high net worth individuals and their families. She implements comprehensive financials plans and helps guide clients toward their individual lifelong goals. She also conducts research on both public and private market strategies and communicates the firm’s investments to clients.
Rachel currently resides in Sharon, Massachusetts 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 – Bachelor of Science in Finance
- Senior Research Analyst positions at RINET, New England Private Wealth Advisors, and Kobren Insight Management
-Began her career at Fidelity Investments
Rachel provides wealth management and investment advisory services to high net worth individuals and their families. She implements comprehensive financials plans and helps guide clients toward their individual lifelong goals. She also conducts research on both public and private market strategies and communicates the firm’s investments to clients.
Rachel currently resides in Sharon, Massachusetts 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 – Bachelor of Science in Finance
- Senior Research Analyst positions at RINET, New England Private Wealth Advisors, and Kobren Insight Management
-Began her career at Fidelity Investments