As a Consultant, Rebecca works with the managing directors and directors to provide investment advice to wealthy individuals, families and foundations.
Rebecca has over 9 years of client service experience. Prior to joining Altair, Rebecca provided investment services to ultra high net worth individuals and foundations through the Private Investment Management division of Lehman Brothers. She also has experience in bond sales and trading.
Rebecca is a candidate for the Chartered Financial Analyst®, (CFA®), designation having passed the Level II exam in 2010.
Rebecca holds a degree in Economics from the University of Michigan.