Rachel Posner, CFE, AIF®

Rachel, a 20 year veteran of the financial compliance industry, joined Cornerstone Wealth in 2018 as Chief Compliance Officer. Prior to Cornerstone, she worked at SEIA and as an examiner for FINRA in their Atlanta District Office.  As Cornerstone’s Chief Compliance Officer, Rachel is responsible for overseeing the administration of the Firm's compliance program and providing advice and guidance regarding applicable legal requirements and industry best practices.

Rachel holds the Certified Fraud Examiner (CFE), and Accredited Investment Fiduciary (AIF®) certifications. She earned a Bachelor in Business Administration from The University of Georgia. She has also completed Compliance training programs by the National Regulatory Society (NRS) and the National Society of Compliance Professionals (NSCP). Currently, Rachel has served three years on the Schwab Compliance Advisory Solutions Board, which provides feedback and guidance on the Schwab Compliance Technologies system (SchwabCT).

Rachel is originally from Baltimore, MD, and has lived in Atlanta, GA, and Los Angeles. In 2017, Rachel moved to the Charlotte area, where she enjoys spending time with her son, taking part in local activities, and visiting her extended family in the Mid-Atlantic area.