Associate, Private Wealth Client Services
Rachel Ray is an Associate, Private Wealth Client Services for Cresset and assists advisors and their clients with ongoing relationship needs. She joined Cresset with experience in financial consulting at Charles Schwab, working in her last role with RIAs as they onboarded onto the custodial platform.
Rachel has a Bachelor of Science in Business Administration from the University of Evansville in Indiana. She enjoys traveling and photography, both best enjoyed with her dog, Zoey.