Rebecca provides families and their trusted advisors with a thoughtful process to align their family enterprise governance, philanthropy and wealth structures with their values. Trained at the Bowen Center for the Study of the Family, she has more than 20 years’ experience as a respected investment professional.
Through her work, she creates a collaboration that invites families to fulfill their highest purpose as she guides them to reinvigorate their governance and learning practices and re-evaluate their wealth structures. This approach infuses meaning into the family’s decision making so they can successfully navigate multigenerational transitions and create lasting social impact.
Prior to joining Relative Solutions, Rebecca spent 15 years in the Family Office industry, most recently as a senior leader at Pitcairn. Rebecca recently completed a consulting engagement with the Center for High Impact Philanthropy at the University of Pennsylvania, researching and writing The XX Factor Guidebook: How to Align Financial Investments to Improve the Lives of Women & Girls.
Rebecca earned her BA from the University of Pennsylvania and her MBA from the University of Maryland. She is a 21/64 Certified Advisor with expertise in multigenerational issues.