Associate Director, Family Office Services
Rachel is an Associate Director in the Family Office Services group at Cresset. She works to support service delivery to families in the areas of family governance and education, financial administration, wealth strategy and banking. She has held product and project management positions in the financial services industry since 2013, with a focus on process development and communication. Rachel is passionate about educating and mentoring the rising generation and spent years as a high school science teacher and later as an operations associate for a nonprofit, working to close the achievement gap for low-income high school students.
Prior to joining Cresset, Rachel spent five years with Ascent Private Capital Management of U.S. Bank in product and project management roles. During that time, Rachel successfully led continuous improvement initiatives to tailor products and services to meet the complex needs of ultra-high-net-worth clients.
Rachel also has experience in the education field, both in public schools and the nonprofit sector. She graduated from Texas A&M University with a Bachelor of Science degree.