Rachel brings over 20 years of experience in private wealth management and management consulting to serve her clients. She has worked in the role of investment professional for a diverse group of clients ranging from entrepreneurs, Fortune 500 CEOs, and family estates. As a Wealth Manager, Rachel works hand in hand with Coldstream’s Portfolio Management and Wealth Planning groups for the successful management of our clients’ wealth. As a Team Lead, she manages a group of eight professionals, focusing on growth, career development, and excellent client service. Prior to joining Coldstream, Rachel was at CTC|myCFO in Seattle and Ayco Goldman Sachs in New York.