Rachel Carroll, CFA
Managing Director, Consulting
B.A., Economics, University of Washington
CFA Charterholder, CFA Institute
Member, CFA Society of Seattle
Rachel Carroll is the Managing Director of Consulting for Russell Investments' Americas Institutional business. In this role, Rachel has primary responsibility for Russell Investments' U.S.-based consulting client relationships and manages the team of consultants engaged in the delivery of this service. Rachel continues to serve as senior consultant on a number of significant relationships. This entails advising clients on all aspects of their investment programs, including investment policy and strategy, governance, asset allocation, asset class structure, manager selection, and investment implementation. Rachel also serves as a media spokesperson for Russell Investments.
Rachel is a member of the Americas Institutional Executive Committee, which is a governance body responsible for overseeing Russell Investments' broad business initiatives in the U.S.
Prior to her leadership role in consulting, Rachel was a senior consultant for five years. Prior to that role, Rachel was a client portfolio manager in the client strategies group of the Investment Division, focusing primarily on Russell Investments' equity portfolios. In this role, she communicated with external and prospective clients on Russell Investments' investment process and the drivers of investment fund performance.
In 2007, Rachel joined the Investment Division where she was an associate portfolio manager, focusing primarily on large cap U.S. equity portfolios. In this role she participated in the decision-making for all aspects of portfolio construction and manager selection for portfolios within Russell Investments' U.S. equity team.
In Rachel's previous role in consulting, she was a senior consulting analyst where her primary responsibility was to provide client support for Russell Investments' advisory services to clients. This included working with consultants to recommend investment strategy, asset allocation and asset class structures to clients, as well as designing and developing performance and analytics reports.
From 1996 to 1999, Rachel worked with Russell Investments' global sales group, providing the sales force with research on prospects and industry trends. She also worked with regional directors to implement customized sales strategies, develop custom analytics and other studies for prospective clients.
Rachel joined Russell Investments as an accountant in 1993, working in Russell Investments' mutual fund administration and finance area.