Rachel McCracken
Wealth Manager//Team Lead//Shareholder
- Role
- Team Lead and Wealth Manager at Coldstream
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Rachel McCracken
I grew up in a single parent household where there was zero career guidance and no…
Experience
Team Lead and Wealth Manager
Mar 2016 — Present · Seattle, WA, US
As a Wealth Manager, I work hand in hand with our Portfolio Management and Wealth Planning groups for the successful management of our clients\' wealth. My primary objectives are offering high touch, boutique service to all of our clients; adding risk-adjusted value to our portfolios; and working with my team to provide evolving financial and estate planning advice. As a Team Lead, I manage a group of nine professionals, focusing on growth, career development, and excellent client service. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.
Education
University at Albany
B.A., French, Spanish languages
2002 — 2005
Rensselaer Polytechnic Institute
MBA, Finance
2007 — 2009
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