Rachael Halstuk Mangoubi CFP®, CPWA®
Director
Education

BA, Mathematics and Spanish, Duke University (cum laude)

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant
Certified Private Wealth Advisor℠ consultant

Personal

Travel to France and studying French, Classical Pilates, reading, all things Duke

Rachael Halstuk Mangoubi

Rachael Halstuk Mangoubi works closely with her clients to identify their wealth goals and develop customized plans for meeting their long-term objectives as well as current lifestyle needs. Her ongoing monitoring and guidance enables clients to effectively evaluate their full financial picture and make more confident wealth decisions.

Rachael has been in the advisory industry since 2003. Prior to joining Altair, she provided wealth planning services to families and individuals at Mesirow Financial. She began her career in the investment banking field, providing mergers and acquisitions advice to family-owned, private-equity owned, and public companies at Mesirow Financial and Raymond James. Rachael’s experience working with executives of public and private companies in both mergers and acquisitions and wealth management gives her a deep knowledge of the complexities that her clients face.

Rachael is a member of the Duke Alumni Association Board of Directors, the former chair of the Duke Club of Chicago, and the co-founder of the Duke Women’s Forum of Chicago. In 2017, Rachael was awarded the Charles A. Dukes Award for Outstanding Volunteer Service, honoring alumni volunteers who serve in Duke leadership roles and have devoted themselves to extraordinary, long-term efforts that help Duke further its mission.  She holds a BA in Mathematics and Spanish from Duke University. Rachael is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor℠ professional, and a member of the Chicago Estate Planning Counsel.

Rachael and her husband, Marc, reside in Chicago’s Streeterville neighborhood with their toy poodle, Lily.