Rachel Boyell, CMFC®, Director of Investment Strategy & Operations, joined Cassaday & Company, Inc. in 2014.
Rachel assists with trading, researches new investment opportunities for client portfolios, monitors proper allocation and performance of portfolios, and provides necessary reports for our clients and financial advisors. Rachel works with the Directors of Investment Management & Research to prepare for and participate in Investment Policy Meetings, during which the overall investment policies of the firm are decided.
Prior to joining Cassaday & Company, Inc., Rachel served as a Research Associate for an investment consulting firm in the D.C. area working primarily with college/universities, non-profits, and foundations.
Rachel is a graduate of James Madison University, where she majored in global justice and history. She currently resides in Arlington, Virginia.
She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.