Rachael is a Relationship Manager at Lake Street Advisors, she is responsible for owning all aspects of her client relationships while providing comprehensive ultra-high net worth advisory services in a fiduciary capacity. Whether it’s helping a client to diversify a concentrated stock position, facilitating a transition from a DIY approach to an advisor-managed relationship, exploring new wealth together and setting up the next chapter of their lives, or helping to build a multi-generational legacy, she truly enjoys working with a diverse client base and views each challenge as a unique opportunity for success.
She joined Lake Street in 2015 as a Financial Planner, and was promoted to Relationship Manager in 2018. Prior to 2015, she was most recently an Associate Advisor at an independent advisory firm in Danvers, MA, driving client relationships and providing wealth management advice alongside the firm’s principal and senior advisors. Her career began a decade ago with an administrative assistant position at a small advisory firm in Newburyport, MA, and grew to where she is today, through experience and educational opportunities along the journey.
Rachael graduated from the University of Delaware with a degree in sociology and criminal justice (pre-law), and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations. She credits the psychological, legal, and problem-solving tenets of her degree in helping to shape her unique approach to wealth advisory. While quantitative data is obviously important, she strongly believes you can’t reach the qualitative data needed for successful client relationships without emotional understanding and intelligence.
Outside of the office, she enjoys providing pro-bono financial coaching to patients of the Dana-Farber Cancer Institute in Boston, and is also proud to raise thousands of dollars annually for the American Cancer Society by cycling 75+ miles in their Bicycles Battling Cancer event each June.