Rachel M. Boyell

Membre du Comité d'Investissement chez Cassaday & Co. Wealth Management LLC

Profil

Ms. Rachel M.
Boyell is a Director of Investment Strategy & Operations at Cassaday & Co. Wealth Management LLC.
Ms. Boyell oversees Investment Management, Trading, and Investment Data teams at the firm.
She monitors the economic environment, keeping a special focus on the firm's model portfolios.
She also leads the firm’s Investment Policy Committee, a team of senior professionals who meet regularly to determine the firm’s investment selections, asset allocations, and overall investment strategy so that these can be vetted thoughtfully and carefully before impacting client portfolios.
Prior to joining the firm, Ms. Boyell served as a Research Associate for an investment consulting firm in the D.C.
area working primarily with college/universities, non-profits, and foundations.
She is a graduate of James Madison University, where she majored in global justice and history and minored in music.

Postes actifs de Rachel M. Boyell

Sociétés	Poste	Début
Cassaday & Co. Wealth Management LLC	Membre du Comité d'Investissement	-

Anciens postes connus de Rachel M. Boyell

Sociétés	Poste	Fin
Cassaday & Co., Inc.	Analyst-Equity	-

Formation de Rachel M. Boyell

Madison University

Undergraduate Degree