Rachel Boyell, CMFC®, Director of Investment Strategy & Operations, joined Cassaday & Company, Inc. in 2014. She oversees Investment Management, Trading, and Investment Data teams at the firm. Rachel monitors the economic environment, keeping a special focus on Cassaday & Company, Inc.’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 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 and minored in music. She currently resides in Arlington, Virginia.
Rachel is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, Inc.; she holds the Series 7 and Series 66 securities registrations.