Director of Marketing and Client Relationship Manager
Rachel has a dual role as Director of Marketing and Client Relationship Manager. With a unique blend of marketing acumen and exceptional client management skills, Rachel plays a vital role in the success of the firm’s organic growth and fostering long-term relationships.
As the Director of Marketing, Rachel brings a wealth of expertise in developing and executing strategic marketing and client engagement initiatives. With her keen understanding of the markets and the investment management industry, she establishes innovative strategies that amplify the firm’s brand presence, expand its reach, and meaningfully connect with Icon’s clients.
In her role as a Client Relationship Manager, Rachel excels at building and nurturing lasting relationships with key clients. She understands that successful partnerships are built on trust, communication, and delivering exceptional value. By deeply understanding her clients’ needs and goals, Rachel develops tailored solutions that address their unique challenges and drive their success.
Rachel’s dual role allows her to seamlessly bridge the gap between marketing strategy and client satisfaction. By integrating client insights into the marketing process, she ensures that client engagement is not only compelling but also resonant with clients. This holistic approach results in a cohesive marketing strategy that drives meaningful engagement and creates a unified and consistent experience for clients.
New to Houston, Rachel is a New England native and earned a Bachelor of Science in Business Administration with a concentration in Finance from Bryant University. She started her career in distribution sales at MFS Investment Management and more recently was a Relationship Manager consulting with Professional Buyers and Financial Advisors to support their business and deliver investment solutions.
In her free time, you’ll find her trying a new coffee spot and going to Barry’s Boot Camp. She enjoys spending time with her friends and family on the golf course and tennis courts.