Rachael L. DiBerardino

Client Relationship Specialist

University of Connecticut
BA, Psychology

As a client relationship specialist, Rachael is the primary contact for clients’ day-to-day needs. She has extensive knowledge of both the Schwab and Fidelity institutional platforms. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Rachael develops close relationships with her clients to ensure consistent and exceptional service. Rachael also supports our senior portfolio management and wealth planning professionals.

Rachael has wealth management experience since 1998. Before joining the firm, she was a senior wealth management specialist and assistant vice president at People’s United Advisors and its subsidiary, Olson Mobeck Investment Advisors.

In her free time, Rachael enjoys the beach or finding a great new hiking trail in Connecticut. She also enjoys quality time with friends and family, refinishing furniture, and small home improvement projects.