Associate Integrated Wealth Advisor
Rachel Chacko is an Associate Integrated Wealth Advisor at Carlson Capital Management. As part of the advisory team, Rachel collaborates with clients and advisors across the firm on all aspects of planning and portfolio management within the firm's integrated wealth management platform. Of her many responsibilities, Rachel is charged with maintaining ongoing communication with clients to ensure an exceptional experience.
Rachel is an alumna of Grinnell College, where she earned a Bachelor of Arts degree in music and history and graduated Phi Beta Kappa. She holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. A recipient of the nationally awarded Jacob K. Javits Fellowship, she earned both a Ph.D. in music theory and a Doctor of Musical Arts degree in flute performance from the University of Colorado at Boulder. Prior to joining Carlson Capital Management, Rachel was a tenured professor of music at Whitman College in Walla Walla, Washington.
Rachel is active in the community as a board member for the Honors Choirs of Southeast Minnesota. In her free time, she enjoys spending time with her family, gardening, and playing tennis. Rachel, her husband David, and their son and daughter reside in Rochester, Minnesota.