Rachel McCracken

Rachel McCracken, CFA, serves as the Team Lead and Wealth Manager at Coldstream Wealth Management since March 2016, focusing on high-touch service and risk-adjusted value for clients. Prior experience includes roles as an Investment Associate at CTC | myCFO, managing over 20 high-net-worth clients, and as a Senior Client Analyst in Private Wealth Management at The Ayco Company, L.P., contributing to the acquisition of over $80M in assets. Earlier in their career, McCracken was the Operating Officer and Director at AHC Group, where Rachel enhanced client retention and membership significantly. McCracken holds an MBA in Finance from Rensselaer Polytechnic Institute and a B.A. in French and Spanish from the University at Albany, SUNY.