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Rachel Stauffer, Cfa Email & Phone Number
Institutional Consultant, Private Wealth Advisor
at
Graystone Consulting
1 work email found
@gslentregas.com.br
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Institutional Consultant, Private Wealth Advisor
Location
Des Moines Metropolitan Area, United States, United States
Who is Rachel Stauffer, Cfa? Overview
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Quick answer
Rachel Stauffer, Cfa is listed as Institutional Consultant, Private Wealth Advisor at Graystone Consulting, based in Des Moines Metropolitan Area, United States, United States. AeroLeads shows a work email signal at gslentregas.com.br and a matched LinkedIn profile for Rachel Stauffer, Cfa.
Rachel Stauffer, Cfa previously worked as VP, Sr Portfolio Manager - Private Fixed Income at Athene Asset Management and VP, Private Placement Portfolio Manager at American Equity Life Investment Life Insurance Company. Rachel Stauffer, Cfa holds B.A. Political Science from Williams College.
Company email context
Email format at Graystone Consulting
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*@gslentregas.com.br
68% confidence
AeroLeads found 1 current-domain work email signal for Rachel Stauffer, Cfa. Compare company email patterns before reaching out.
Profile bio
About Rachel Stauffer, Cfa
Rachel is an Institutional Consultant at Graystone Consulting. Graystone is the dedicated and focuses in investment consulting business of Morgan Stanley. Graystone consists of more than 50 offices nationwide, providing the personalized service you would expect from a small investment boutique while backed by the global resources of Morgan Stanley. The foundation of Graystone's boutique structure is highly experienced local teams offering customized strategies and personalized service to sophisticated clients with oftentimes complex needs.Rachel is one of 3 partners for an 11 person team of professionals located in West Des Moines, IA and Chicago, IL. Clients include non-profits, private foundations, affluent families and family offices with investment assets starting at $15 million. The team's non-profit client base includes faith-based institutions, private higher education entities, social service non-profits and healthcare organizations with pools of assets ranging in size from $25 million to several hundred million dollars.Contact Rachel to learn more.NMLS#: 1297874
Current workplace
Rachel Stauffer, Cfa's current company
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Graystone Consulting
Website
AeroLeads page
8 roles
Rachel Stauffer, Cfa work experience
A career timeline built from the work history available for this profile.
Institutional Consultant, Private Wealth Advisor
Rachel has worked in the institutional investment field for 38 years and also has extensive personal experience with non-profit boards which she leverages for the benefit of clients. Rachel co-leads the West Des Moines-based team and serves as lead investment consultant to many of the team's valued relationships. Rachel's non-profit board experience.
Vp, Sr Portfolio Manager - Private Fixed Income
Athene Asset Management
formerly Aviva Investors North America, Des Moines, IA
Aug 2010 - Mar 2014
Vp, Private Placement Portfolio Manager
American Equity Life Investment Life Insurance Company
Aug 2004 - Aug 2010
Partner
Cybus Capital Group
Jun 1993 - Aug 2004
Vice President
Whirlpool Financial Corporation
Nov 1989 - Jun 1993
Account Executive
A T Commercial Corporation
Jun 1988 - Nov 1989
Commercial Loan Officer
Connecticut National Bank
Jun 1985 - Jun 1988
2 education records
Rachel Stauffer, Cfa education
B.A. Political Science
Williams College
Executive Education, Institute Of Secured Lending
University Of Pennsylvania - The Wharton School
FAQ
Frequently asked questions about Rachel Stauffer, Cfa
Quick answers generated from the profile data available on this page.
What company does Rachel Stauffer, Cfa work for?
Rachel Stauffer, Cfa works for Graystone Consulting.
What is Rachel Stauffer, Cfa's role at Graystone Consulting?
Rachel Stauffer, Cfa is listed as Institutional Consultant, Private Wealth Advisor at Graystone Consulting.
What is Rachel Stauffer, Cfa's email address?
AeroLeads has found 1 work email signal at @gslentregas.com.br for Rachel Stauffer, Cfa at Graystone Consulting.
Where is Rachel Stauffer, Cfa based?
Rachel Stauffer, Cfa is based in Des Moines Metropolitan Area, United States, United States while working with Graystone Consulting.
What companies has Rachel Stauffer, Cfa worked for?
Rachel Stauffer, Cfa has worked for Graystone Consulting, Athene Asset Management, American Equity Life Investment Life Insurance Company, Cybus Capital Group, and Whirlpool Financial Corporation.
How can I contact Rachel Stauffer, Cfa?
You can use AeroLeads to view verified contact signals for Rachel Stauffer, Cfa at Graystone Consulting, including work email, phone, and LinkedIn data when available.
What schools did Rachel Stauffer, Cfa attend?
Rachel Stauffer, Cfa holds B.A. Political Science from Williams College.
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