2017 Fall Conference Speaker
Rachel Kotubey
Rachel Kotubey works with clients and prospects in the central US. Rachel focuses on educating advisors on Dimensional's investment philosophy, capital markets research, and practice management. In addition, she also consults on portfolio construction and assists advisors with client communication.
Prior to joining Dimensional, Rachel held various analyst, sales, and portfolio management roles at Scout Investments and Buffalo Funds. During her time as a portfolio manager at Scout Investments, she conducted manager and portfolio research for endowments, foundations, and pension plans. Additionally, Rachel also served in sales capacities at both organizations, helping advisors in the eastern and central US implement mutual funds and separately managed accounts in their practices.
Rachel has a bachelor of arts in political science and history from the University of Michigan and is a CFA Charterholder.
Prior to joining Dimensional, Rachel held various analyst, sales, and portfolio management roles at Scout Investments and Buffalo Funds. During her time as a portfolio manager at Scout Investments, she conducted manager and portfolio research for endowments, foundations, and pension plans. Additionally, Rachel also served in sales capacities at both organizations, helping advisors in the eastern and central US implement mutual funds and separately managed accounts in their practices.
Rachel has a bachelor of arts in political science and history from the University of Michigan and is a CFA Charterholder.