Rachel Bullock, CFA Associate, Birch Lake Associates, LLC
Rachel brings her experience in both public and private markets to Birch Lake to focus on identifying, evaluating, and helping execute new investment opportunities, monitoring portfolio companies, and partnering with management teams on advisory engagements to develop and implement strategic solutions and value-creation initiatives. She has successfully helped to construct, implement and monitor investment strategy and risk management for complex customized and commingled accounts at Adams Street Partners, a leading private market investment manager with more than $60 billion in assets under management. Prior to Adams Street, she was a fixed income analyst at the Community Trust and Investment Company, where she performed buy-side fixed income trading, analysis, and due diligence.
Rachel earned her B.B.A. in Finance and Marketing from the University of Kentucky. She is a CFA charterholder, and a member of the CFA Institute and the CFA Society Chicago.