Rebecca earned her BA in Economics and International Relations from the University of St Andrews in Scotland. She earned the CFA Charter in August 2021 after passing all three exams on the first attempt.
She started her career as a consultant with FactSet in London working with 12 boutique asset management and wealth management firms to integrate data and analytics solutions. She progressed to the role of Senior Consultant before making the move to Arizona in 2019 to work with advisors on other components of their practice management.
Outside of work, Rebecca enjoys hiking, swimming, and exploring the Phoenix area with her husband, Jakob.