People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Rachel D. Vande Sande

Portfolio Administrator

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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.