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Rachel Joyce Robasciotti
Directeur Général chez Robasciotti & Associates, Inc.
Profil
Ms. Rachel J.
Robasciotti is a Founder & Chief Executive Officer at Robasciotti & Associates, Inc.
Previously, she served on the Board of Directors for Horizons Foundation, the Foundation to End Sexual Violence, and the National Center for Lesbian Rights.
In many of these roles, she guided the organization through the creation of an investment policy statement or led an investment manager selection process.
She received her undergraduate degree from the University of California.
She obtained her Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses.
Postes actifs de Rachel Joyce Robasciotti
Sociétés | Poste | Début |
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Robasciotti & Associates, Inc.
![]() Robasciotti & Associates, Inc. Investment ManagersFinance Robasciotti & Associates, Inc., dba Adasina Social Capital (Adasina), is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Rachel Robasciotti in 2004 and is a subsidiary of Abacus Wealth Partners LLC. Adasina is a financial activism firm that provides a range of impact solutions for individuals, institutions, and financial advisors with social justice values. | Directeur Général | 01/07/2004 |
Formation de Rachel Joyce Robasciotti
University of California | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprise privées | 1 |
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Robasciotti & Associates, Inc.
![]() Robasciotti & Associates, Inc. Investment ManagersFinance Robasciotti & Associates, Inc., dba Adasina Social Capital (Adasina), is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Rachel Robasciotti in 2004 and is a subsidiary of Abacus Wealth Partners LLC. Adasina is a financial activism firm that provides a range of impact solutions for individuals, institutions, and financial advisors with social justice values. | Finance |