Rachel Stein, CPA

Rachel has been working in Roth&Co since 2010. She started as a junior accountant, and has worked her way up to Partner. Rachel has clients in multiple industries, including real estate and wholesale distributors, and is a relationship manager for a large number of high-net worth individuals.

Rachel also works with a large client base of foreign investors who are interested in investing in the United States. These foreign clients work with Rachel from many different countries, and use Rachel’s expertise to effectively manage their investments.
 

Education and Experience

Rachel graduated Brooklyn College in 2007 with Honors and a Bachelors of Science degree in accounting. Prior to working at Roth&Co, Rachel worked for 2 years in the tax department of a large accounting firm.
 

Beyond Roth&Co

When not in the office, Rachel enjoys spending time with her family in Brooklyn.