Rachael is a Portfolio Manager focused on advising individuals, families, and endowments and foundations. She collaborates with clients to construct portfolios that are designed to achieve their investment goals and objectives in a tax-efficient manner. She lends expertise in setting customized asset allocation targets, identifying appropriate portfolio constraints, implementing investment plans, and performing ongoing portfolio oversight. In addition, Rachael helps clients identify and execute wealth planning strategies. She also focuses on educating and engaging the rising generation of clients.
Prior to joining Hirtle Callaghan, Rachael was an Investment Advisor at Rockefeller Capital Management and an Investment Specialist at J.P. Morgan Private Bank. Rachael started her career at PwC in their Asset Management practice where she earned her CPA license.
Rachael graduated with honors from the Villanova School of Business. She joined the Pennsylvania Horticultural Society Board of Directors in 2023. Rachael also serves on the Board of Trustees for Gladwyne Montessori.