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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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