Sustainable Investing Solutions
Rachel is a Senior Wealth Advisor and Portfolio Manager at The Colony Group. She is responsible for providing clients with investment management and financial planning services. Rachel conducts research on both public and private market strategies and communicates the firm’s investment offerings to advisors and clients. She participates in the development of the firm’s asset allocation policy and contributes to portfolio construction.
Rachel served as Director of Research and Senior Financial Planner at Derby and Company, Inc. prior to their merger with The Colony Group in 2021. Previously, Rachel spent five years as a Senior Research Analyst at RINET. She also held Senior Research Analyst positions at New England Private Wealth Advisors and Kobren Insight Management. Rachel started her career at Fidelity Investments.
Rachel earned her Master of Business Administration from Boston College and her Bachelor of Science in Finance from Lehigh University.
Rachel currently resides in Sharon with her husband and three children. She enjoys spending time with her family as well as running, traveling, and coaching youth sports.