Rachele Bouchand
Managing Director at Pathstone
- Role
- Managing Director at Pathstone
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Rachele Bouchand
Prior to Pathstone\'s acquisition of Cornerstone, Rachele had more than twenty years of…
Experience
Managing Director
May 2018 — Present · Bellevue, WA, US
As a Managing Director in Pathstone’s Bellevue, WA office, Rachele is responsible for advising families and single-family offices on a variety of wealth management and estate planning topics. She has over 20 years’ experience working with multi-generational wealth.Prior to Pathstone\'s acquisition of Cornerstone, Rachele held a similar role with Cornerstone Advisors and previously ran her own financial planning business, where she not only advised clients but provided advanced training for other advisory firms.Rachele earned her bachelor’s degree in Biology, with a concentration in Dance, from Harvey Mudd College and believes that complex planning for her clients is an art and a science. She is a Certified Financial Planner™, Chartered Financial Consultant®, and Accredited Estate Planner®.Rachele grew up in the San Francisco Bay Area but has called Seattle home for the last 20 years. She is a past-president of the Bellevue Rotary, serves on the Foundation Board of Overlake Hospital and is actively involved with the local French community. She lives in Bellevue with her husband and daughter.
Education
Harvey Mudd College
BS, Biology
1992 — 1996
Skills
- Strategy
- Wealth Management
- Portfolio Management
- Finance
- Financial Planning
- Management
- Investments
- Financial Advisory
- Financial Analysis
- Retirement Planning
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