Rachel Cain, Crpc®, Cpwa®
About Rachel Cain, Crpc®, Cpwa®
Rachel Cain is a Senior Vice President of Wealth Management at UBS, with over 20 years of experience in the field. She specializes in impact investing and integrates Environmental, Social, and Governance (ESG) factors into investment strategies.
Work at UBS
Rachel Cain serves as Senior Vice President in Wealth Management at UBS, a position she has held since 2022. Based in the Los Angeles Metropolitan Area, she brings extensive experience in wealth management to her role. At UBS, she focuses on integrating Environmental, Social, and Governance (ESG) factors into investment strategies, catering to clients interested in sustainable and responsible investing.
Education and Expertise
Rachel Cain earned her Bachelor's Degree from Lehigh University, where she studied from 1990 to 1994. She furthered her education by obtaining a Master of Business Administration (MBA) in Finance from Georgetown University, completing her studies from 1998 to 2000. Her educational background supports her expertise in wealth management and investment strategies.
Background
With over two decades of experience in the wealth management sector, Rachel Cain has developed a specialization in impact investing. This approach involves selecting securities based on values-based criteria, extending beyond traditional financial metrics. Prior to her current role at UBS, she worked at Merrill Lynch Wealth Management as a Wealth Management Advisor and Senior Vice President for 22 years, from 2000 to 2022.
Certifications and Designations
Rachel Cain holds the Chartered Retirement Planning Counselor (CRPC®) designation, which signifies her expertise in retirement planning. Additionally, she earned the Certified Private Wealth Advisor (CPWA®) certification, indicating her advanced knowledge in wealth management tailored for high-net-worth clients. These credentials enhance her qualifications in providing comprehensive financial advice.