Rachel Melroy is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Rachel works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. She also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Rachel joined our organization in 2016 after spending seven years at J.P. Morgan Private Bank as a vice president and banker, advising ultra-high net worth families, senior executives, endowments and foundations on their investment and wealth planning needs. She earned an M.B.A. in finance from Columbia Business School and a BA in history from Haverford College. She is a Certified Financial Planner CFP®.
Prior to attending business school, Rachel worked in development for Collegiate School and for the International Rescue Committee. She also completed an AmeriCorps year of service teaching at a school on New York City’s Lower East Side. Rachel is a member of the nominating committee for the American Friends Service Committee Northeast Executive Committee and of the Leadership team for the Fords in Finance Committee at Haverford College.
She is based in our New York City office.