Racheal Griffin

Portfolio Operations Administrator

Racheal Griffin

RedTree Investment Group | Rachael Griffin | Cincinnati, Ohio

RedTree Investment Group | Rachael Griffin | Cincinnati, Ohio

513-758-8483


  Racheal is the Portfolio Operations Administrator at RedTree Investment Group. She has been in the investment and accounting industry for nearly 10 years and has an in-depth knowledge on proper accounting controls to meet clients’ strict reporting and accounting requirements. At Redtree, Racheal oversees daily trade processing and settlement, portfolio accounting, statement reconciliation and client reporting.

Before RedTree, Racheal was a Portfolio Operations Specialist at Baird Public Investment Advisors. In that role, she was responsible for the account reconciliation, investment reporting and other daily correspondence. Prior to joining Baird, Racheal was an Administrative Assistant at Joseph Decosimo & Company, a Cincinnati-based Certified Public Accounting firm. There she supported the firm’s multiple partners with daily operational duties including creating and proof-reading financial statements, creating accounting packages and correspondence for clients, and organizing annual accounting seminars.

Racheal is currently working towards her Business Management degree from Indiana Wesleyan University. Outside of RedTree, she is a volunteer service leader and appointed pipeline member at Seven Hills Church in Florence, Kentucky where she oversees numerous volunteers in the children’s ministry. She also volunteers her time at the Ronald McDonald House and Nourish Food Pantry in Northern Kentucky.
 
 
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