by Hannah | Apr 7, 2025 | Executive, Team
Since the very beginning—15 years ago!—Victoria has been an essential part of Raintree’s journey, setting the gold standard for compliance, client service, and leadership. With a career that spans private capital markets, quality assurance, and senior leadership,...
by Hannah | Jun 26, 2023 | Executive, Team
Colleen is the Controller of Raintree Financial Solutions and oversees the entire accounting department for the firm. She provides timely reporting and advice for the firm’s financial decision-making. Colleen has been working in the accounting field for over 10 years...
by Hannah | Jun 12, 2023 | Executive, Team
Denis joined Raintree Wealth Management in 2022 as an independent Portfolio Manager. As part of a collaborative team, Denis is responsible for developing Investment Policy Statements, carefully selecting investments that align with clients’ risk profiles and...
by Hannah | Jun 12, 2023 | Executive, Team
Sean joined Raintree Wealth Management in 2021 as an Independent Portfolio Manager. Sean holds a CIM® designation and is an Associate Portfolio Manager, as well as a Certified Financial Planner. Additionally, he is actively working towards completing his Certified...
by Hannah | May 12, 2023 | Commentary
Commentary Highlights Most central banks are raising interest rates to fight inflation globally US regional banking crisis is forcing yields down and benefiting equity and fixed-income investments We expect a material increase in expected returns as interest rates are...
