Rachel Tyndall, CFAPortfolio Manager & Trading

    Rachel Tyndall, CFA

    Portfolio Manager

    Professional Background


    Industry Experience: 12 Years

    Responsible for portfolio implementation and rebalancing, special situations, and trading.

    Past experience includes work as an analyst evaluating prospective portfolio companies in the venture capital field, and as a financial analyst valuing healthcare operations.

    Internships at Laffer Associates, Nicholas Applegate, and Ford Investor Services.


    Education

    • M.S.B.A. Finance, San Diego State University
    • B.A. in Social Science with Political Science emphasis, Biola University