Rachel Strauss Rosen
Rachel is a financial planner and is responsible for the management of all Droms Strauss Wealth Management exchange traded portfolios. She reviews and rebalances client portfolios, while monitoring to ensure that accounts are maintained in accordance with client Investment Policy Statement objectives.
Rachel is also responsible for preparing DS client income tax returns. She is responsible for training and supporting clients in accessing online account information and storing important documents in their private ‘vault’ through the Droms Strauss website.
Rachel began her career with Wachovia Bank in New York. As a client management associate, she provided private banking and wealth management services for high net worth investors with portfolios typically ranging from $250,000 to $5 million in investable assets. As a key contact, Rachel was responsible for understanding client needs and ensuring access to the best resources. Her 2008 move to Droms Strauss has allowed her to work more directly with the financial market.
Rachel holds a BA in Economics from Denison University and enjoys serving on the Junior Board of a St. Louis-based charity, Gateway to Hope. The organization provides breast cancer treatment to women with limited or no medical insurance. She also volunteers her time serving on the Alumni Advisory Committee of the Pi Beta Phi sorority on the campus of Washington University.