Rachel Taylor

Rachel Taylor has a diverse background in finance and investment spanning over two decades. Beginning a career as a Graduate Trainee in International Sales & Marketing at J.P. Morgan from 1994 to 1996, Rachel progressed to various roles, including Product Manager and Assistant Vice President at BNY Mellon, and Department Manager in the Trading Division at Brandes Investment Partners. Rachel's entrepreneurial spirit is evident from time spent as an Equity Investor and Owner at Private Portfolio from 2007 to 2017, alongside serving as Chief Financial Officer and Property Manager for Sky View Flats & Cambridge Properties. More recently, Rachel has held positions at BNY Mellon Wealth Management and TD Ameritrade Institutional before assuming the role of Senior Wealth Strategy Associate in Private Wealth Management at UBS. Rachel holds a Bachelor of Arts in German Studies from the University of Oregon.