Rachael brings more than two decades of wealth management experience to her role as Senior Investment Officer, including ten years with Cape Cod 5. Her professional credentials include tenure with a national brokerage firm and a Massachusetts-based bank’s investment management group. Rachael’s focus has always been to assist clients in achieving their financial goals by developing and implementing investment strategies. She has also served as a member of investment committees, tasked with driving asset allocation and security selection and has been a spokesperson in the national media arena.
Rachael earned her Bachelors of Arts in Economics from Bucknell University and attained the Certified Financial Planner™ (CFP®) certification in 2006.
Active in the community, Rachael has served as the Treasurer for the Cape Cod Community College Educational Foundation since 2018 and remains active in the Centerville community where she resides with her husband.
Rachael enjoys classical music, traveling and gardening and can be found most weekends enjoying long walks on the Cape beaches.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|