
Rachel Boyell
Director of Investment Strategy & Operations
Cassaday & Company Inc
United States, Virginia, Arlington
About Me
Rachel Boyell, CMFC®, Director of Investment Strategy & Operations, joined Cassaday & Company, Inc. in 2014. She oversees Investment Management, Trading, and Investment Data teams at the firm. Rachel monitors the economic environment, keeping a special focus on Cassaday & Company, Inc.’s model portfolios. She also leads the firm’s Investment Policy Committee, a team of senior professionals who meet regularly to determine the firm’s investment selections, asset allocations, and overall investment strategy so that these can be vetted thoughtfully and carefully before impacting client portfolios.
Profile Information
Director of Investment Strategy & Operations
Cassaday & Company Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Arlington
Virginia
United States
May 15, 2024
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