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Meet The Team Rachel Cupp

Personal Investments

Rachel Cupp

Trust Operations Officer

As a trust operations officer, Rachel is responsible for all trust operations including system maintenance, fee processing and reporting. She has more than 13 years of experience in the financial services industry. Rachel’s problem-solving skills and attention to detail make her an asset in the trust department. She holds a bachelor’s degree from Delaware Valley University. When she’s not managing the trust operations, she enjoys snowboarding, reading and taking walks with her dogs. Rachel resides in Philadelphia with her husband and their pets.

Have At It! Call Me Or Message Me!

Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.

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