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Rachel Brody

Rachel Brody

Administrative Assistant

As Administrative Assistant for Chris, Rachel manages all aspects of the practice. This includes reviewing the new business workflow, working with underwriting, maintaining client records, and implementation of compliance procedures. Rachel prepares and submits client applications for investments. She also acts as a liaison with the various underwriting departments and investment managers, investment fund companies, custodians and insurance companies. She manages and tracks the movement of assets as well as reporting and providing service to clients. Rachel can be reached at Rachel.Brody@IFPadvisor.com or by calling her at 781– 373 - 4446.