Rachael serves as Chief Wealth Management Officer for Cape Cod 5, overseeing all aspects of the Bank's Wealth Management business, including Trust & Asset Management and Investment Services teams. She brings more than two decades of wealth management experience to her role, including ten years with Cape Cod 5, and provides strategic leadership focused on delivering comprehensive, client-centered solutions. Rachael is deeply committed to ensuring an exceptional client experience, emphasizing personalized service, thoughtful guidance and long-term relationships. 

Prior to her current position, Rachel held senior investment leadership roles, including Director of Investments, and brings professional experience from a national brokerage firm and a Massachusetts-based bank's investment management group. Throughout her career, she has been dedicated to helping clients achieve their financial goals through the development and implementation of disciplined investment strategies. She has also been a key contributor to investment committees responsible for asset allocation and security selection. A highly effective communicator, Rachael has represented her organizations as a spokesperson in national media.  

Rachael earned a Bachelors of Arts degree in Economics from Bucknell University and attained the Certified Financial Planner (CFP®) certification in 2006.

Active in the community, Rachael has served on the board of the Cape Cod Community College Educational Foundation since 2018 with service as Treasurer and is the recent past Chair. She remains actively involved in the Centerville community, where she resides with her husband. In her free time, Rachael enjoys classical music, traveling, gardening, and long walks on Cape Cod beaches.

 

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •
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