Rachel Leahy, CFP®

Senior Advisory Associate

Rachel is a Senior Advisory Associate and is part of the Advisory Support Team at Vivaldi Capital Management. Prior to joining Vivaldi, Rachel worked as Director of Operations for a Registered Investment Advisory firm in Fishers, Indiana called Biechele Royce Advisors. She came to Vivaldi with over 9 years of client-facing experience in the financial services industry. Rachel graduated from Purdue University with a degree in Financial Planning in 2015 and she is also a CERTIFIED FINANCIAL PLANNER™ professional. When she isn’t in the office, Rachel loves to spend time with family and friends.

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