Rachel M. Boyell

Investment Committee Member at Cassaday & Co. Wealth Management LLC

Finance

Consumer Services

Profile

Ms. Rachel M.
Boyell is a Director of Investment Strategy & Operations at Cassaday & Co. Wealth Management LLC.
Ms. Boyell oversees Investment Management, Trading, and Investment Data teams at the firm.
She monitors the economic environment, keeping a special focus on the firm'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 the firm, Ms. Boyell served as a Research Associate for an investment consulting firm in the D.C.
area working primarily with college/universities, non-profits, and foundations.
She is a graduate of James Madison University, where she majored in global justice and history and minored in music.

Rachel M. Boyell active positions

Companies	Position	Start
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.	Investment Committee Member	-

All active positions of Rachel M. Boyell

Former positions of Rachel M. Boyell

Companies	Position	End
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families.	Analyst-Equity	-

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Training of Rachel M. Boyell

Madison University

Undergraduate Degree

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Linked companies

Private companies	2
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families.	Finance
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022.	Finance