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

Personal Life:

  • 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.

Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website’s secure and confidential contact page.