Rachel is a Portfolio Administrator at the Colony Group. She joined the team with CapGroup Advisors in 2015 and brought nearly a decade of investment expertise to the firm. She is responsible for providing operational support and client service as part of the firm’s Investment Services department.
Rachel formerly served as Portfolio Administrator at Thompson Siegel and Walmsley where she not only serviced high net worth and institutional clients but also reconciled transactions for the TS&W mutual funds, prepared daily cash flow reports for the international team and rebooked trades as necessary in the accounting system for FX differences between trade date and settle date.
Rachel is a graduate of Old Dominion University where she earned her BSBA in Finance with a minor in economics. She was a member of both the Business Honor Society and Golden Key International Honor Society. When not in the office, Rachel enjoys traveling and gardening as well as spending time canoeing with her family and Float Fishermen of Virginia, where she has been a member for 20 years. Rachel also volunteers time making deliveries for the Meals on Wheels Association.