Rachel Epstein McKiernan
Partner, Director of Client Relations
Rachel is a Partner and Director of Client Relations for JFG Wealth Management. She partners with families to create a financial plan to meet their goals which includes investment management, estate planning and insurance planning. Rachel is also actively involved in the firm’s growth strategy and day-to-day operations.
Prior to joining JFG Wealth Management in 2017, Rachel spent 8 years at J.P. Morgan where she was a relationship manager in the Private Bank responsible for advising high net worth families on a range of issues including investment management, lending, and estate planning. Prior to assuming that position, Rachel was a project manager on the Private Bank’s Global Finance Strategy Team, partnering with senior management to develop strategic growth plans, improve productivity, and evaluate market opportunities.
Prior to that, Rachel worked as a consultant at Towers Perrin advising Fortune 1000 companies on designing, pricing, implementing and managing the full array of health and welfare programs.
Rachel received a B.A. in Economics from The University of Michigan and an MBA from Columbia Business School. She also holds the Series 65 license.