Client Experience Director
Rachel is the Client Experience Director at Atlas Private Wealth Management. In her role, Rachel serves in a senior capacity on the Client Services team and collaboratively works with our Director of Client Services and the Chief Operating Officer. Given Rachel’s extensive experience, her primary focus at Atlas is to partner with the different wealth management advisors to serve clients that require more sophisticated financial planning assistance. Rachel also serves as a mentor to more junior team members and works with the leadership team to make ongoing client experience and operational improvements.
Rachel graduated from Excelsior College with a Bachelor of Science in Finance and is a two-time graduate of SUNY Adirondack holding associate degrees in Business Administration as well as Liberal Arts, Math & Science.
A tenured professional in her field, Rachel joined Atlas after 22 years with a small independent RIA in Saratoga Springs specializing in boutique-level financial services. Her career began at The Adirondack Trust Company in downtown Saratoga.
An avid triathlete, Rachel enjoys outdoor sports year-round including hiking, recreational hockey, snowshoeing, and downhill skiing. When not on the go, Rachel’s other favorite pastimes are shopping at the local farmer’s market and cooking.
Rachel lives in Delmar, NY with her fiancé, his children, Java the lab and Kitty the cat.