Rachel is a Partner at Rialto Wealth Management. Prior to joining Rialto, she spent 9 years working in New York City with Citigroup as a Vice President on the Equity Sales Trading desk covering institutional clients. Rachel looks forward to using her expertise in capital markets to help clients navigate their financial futures.
Education & Credentials:
- B.A., Economics, Princeton University
Series 7, 63, 55 & SIE
- Rachel lives in Manlius with her husband Devon and their two children Kelly and Cassidy. Devon is an orthopedic hand surgeon at Syracuse Orthopedic Specialists.